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Contact Details Helper Flow

Note

This flow is self-documenting and should be viewed within Salesforce (Setup -> Process Automations -> Flows). This document is to support working through a visual flow. Please Note: The flow commentary is produced using AI.

Overview

  • Flow Name: MoveData_Donation_Helper_Set_Contact_Details
  • Label: [MoveData] Donation: Helper - Set Contact Details
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This comprehensive helper flow handles the transformation and validation of contact data from external platforms, with sophisticated data quality controls, field formatting, and address processing capabilities.

Purpose

The flow provides complete contact data processing that:

  • Validates and formats contact names with case transformation
  • Handles phone number formatting and type classification
  • Processes email addresses with type-specific mapping
  • Implements sophisticated address quality scoring and validation
  • Supports both Mailing and Other address field sets
  • Includes protection mechanisms to preserve existing data

Salesforce Fields

This flow interacts with the Salesforce Contact object and its related fields. Below is a mapping of all fields utilized:

Field API Name Field Type Purpose in Flow
Id ID Unique record identifier
FirstName Text (40) Contact's first name
LastName Text (80) Contact's last name (required field)
Salutation Picklist Contact's title/salutation
Birthdate Date Contact's birth date
Email Email (80) Primary email address
Phone Phone (40) Primary phone number
HomePhone Phone (40) Home phone number
MobilePhone Phone (40) Mobile phone number
MailingStreet Textarea (255) Street address for mailing
MailingCity Text (40) City for mailing address
MailingState Text (80) State/Province for mailing address
MailingCountry Text (80) Country for mailing address
MailingPostalCode Text (20) Postal/ZIP code for mailing address
OtherStreet Textarea (255) Alternative street address
OtherCity Text (40) Alternative city address
OtherState Text (80) Alternative state/province address
OtherCountry Text (80) Alternative country address
OtherPostalCode Text (20) Alternative postal/ZIP code
npe01__HomeEmail__c Email (80) Home email address (NPSP field)
npe01__WorkEmail__c Email (80) Work email address (NPSP field)

Input Variables

Core Contact Data

Variable Type Required Description
Record Contact SObject Yes The Contact record being processed
Salutation String No Contact salutation/title
FirstName String No Contact's first name
LastName String No Contact's last name
Birthday Date No Contact's birth date
Email String No Contact's email address
EmailType String No Email type classification (work/home)
Phone String No Contact's phone number
PhoneType String No Phone type classification (mobile/work/home)

Address Data

Variable Type Description
MailingAddress_Street String Street address
MailingAddress_City String City
MailingAddress_State String State/Province
MailingAddress_StateCode String State/Province code
MailingAddress_Country String Country
MailingAddress_CountryCode String Country code
MailingAddress_Postcode String Postal/ZIP code
MailingAddress_QualityIndex Number Data quality score (0-100)
Use_Mailing_Address Boolean Use mailing vs. other address fields (Default: true)

Configuration Variables

Name Processing

Variable Type Default Description
Config_ContactIgnoreFirstName Boolean false Skip first name processing
Config_ContactIgnoreLastName Boolean false Skip last name processing
Config_ContactIgnoreSalutation Boolean false Skip salutation processing
Config_ContactNameFirstCase Number 0 First name case transformation
Config_ContactNameLastCase Number 0 Last name case transformation

Communication Processing

Variable Type Default Description
Config_ContactIgnoreEmail Boolean - Skip email processing
Config_ContactIgnorePhone Boolean - Skip phone processing
Config_ContactPhoneTransform Boolean false Enable phone formatting
Config_ContactPhoneTransformE164 Boolean false Use E164 international format
Config_ContactPhoneTransformSep String - Phone number separator

Address Processing

Variable Type Default Description
Config_ContactIgnoreAddress Boolean - Skip all address processing
Config_ContactIgnoreAddressWhenNotEmpty Boolean false Skip when existing data present
Config_ContactAddressOverwriteAll Boolean true Force overwrite existing addresses
Config_ContactAddressQualityIndex Number - Minimum quality threshold (0-100)
Config_ContactAddressQualityWriteNew Boolean false Write when no existing address
Config_ContactPostcodeTransform Boolean false Enable postcode formatting
Config_ContactUseCountryCode Boolean false Use country code instead of name
Config_ContactUseStateCode Boolean false Use state code instead of name

Case Transformation

Variable Type Default Description
Config_ContactAddressCityCase Number 0 City case transformation
Config_ContactAddressStateCase Number 0 State case transformation
Config_ContactAddressStreetCase Number 0 Street case transformation
Config_ContactAddressCountryCase Number 0 Country case transformation
Config_AdvancedIgnoreMixedCase Boolean false Ignore mixed-case detection

Output Variables

Variable Type Description
Record Contact SObject Updated contact record with processed data
Logs MoveDataLogEntry Collection Processing logs for quality tracking
LogsJSON String JSON representation of processing logs

Flow Logic

1. Name Processing

The flow processes contact names with protection and formatting:

  • Salutation: Sets contact salutation with configurable case transformation
  • First Name: Handles first name with length validation (40 chars max)
  • Last Name: Processes last name with fallback to "[Unknown]" if missing

2. Birthday and Phone Processing

  • Birthday: Sets birthdate if provided
  • Phone Formatting: Optional phone number transformation with international formatting
  • Phone Type Classification: Routes phone to appropriate field based on type:
  • Mobile: Australian number detection (04, +61 4, +614 patterns)
  • Work: Business phone classification
  • Home: Residential phone classification
  • Default: Falls back to mobile classification

3. Email Processing

Email handling with type-specific routing:

  • Work Email: Routes to standard Email field and NPSP Work Email
  • Home Email: Routes to standard Email field and NPSP Home Email
  • Default: Uses standard Email field
  • NPSP Integration: Populates npe01__WorkEmail__c and npe01__HomeEmail__c

4. Country and State Code Processing

The flow includes configurable country and state code handling:

  • Country Code Option: When Config_ContactUseCountryCode is enabled and MailingAddress_CountryCode is provided, uses the country code instead of the country name
  • State Code Option: When Config_ContactUseStateCode is enabled and MailingAddress_StateCode is provided, uses the state code instead of the state name
  • Fallback Logic: When codes are not available or configuration is disabled, uses the full country/state names

5. Address Quality Assessment

Sophisticated address quality system:

  • Quality Index Scoring: Compares incoming data quality score against threshold
  • Existing Data Detection: Checks for existing address field values
  • Force Overwrite Logic: Configurable forced overwriting of existing addresses
  • Quality-Based Decisions: Skips updates for low-quality data

6. Address Field Processing

Dual address support with smart field routing:

Address Field Selection

  • Mailing Address: Primary address fields (MailingStreet, MailingCity, etc.)
  • Other Address: Secondary address fields (OtherStreet, OtherCity, etc.)
  • Field Selection: Based on Use_Mailing_Address configuration

Address Validation Rules

Each address component includes:

  • Null Value Handling: Sets fields to NULL when no data provided
  • Length Trimming: Enforces Salesforce field length limits
  • Case Transformation: Configurable case formatting
  • Quality Thresholds: Respects address quality scoring
  • Existing Data Protection: Optional preservation of existing values

Data Quality Features

Protection Mechanisms

  • Field-Level Protection: Protect names and other field flags
  • Conditional Updates: Quality-based update decisions
  • Existing Data Preservation: Configurable protection of existing values

Quality Scoring

  • Address Quality Index: 0-100 scoring system for address data quality
  • Threshold Enforcement: Configurable minimum quality requirements
  • Quality-Based Routing: Different handling based on data quality scores

Logging and Auditing

  • Comprehensive Logging: Tracks all processing decisions
  • Quality Decisions: Logs address quality assessments
  • Force Overwrite Tracking: Logs when data is forcibly overwritten
  • Configuration Logging: Records configuration values used

Australian Phone Number Support

Special handling for Australian phone numbers:

  • Mobile Detection: Recognises 04, +61 4, 4, +614 patterns
  • Automatic Classification: Routes Australian mobiles to MobilePhone field
  • Format Preservation: Maintains original formatting when appropriate

Error Handling

  • Null Value Management: Graceful handling of empty/null values
  • Length Enforcement: Automatic field length compliance
  • Quality Thresholds: Skips processing for below-threshold data
  • Protection Respect: Honors all data protection flags

Dependencies

  • movedata__SetValueComponent (Apex action)
  • movedata__PhoneNumberFormatterComponent (Apex action)
  • movedata__PostcodeFormatterComponent (Apex action)
  • movedata__WriteToLogFlowComponent (Apex action)
  • movedata__MoveDataLogEntry (Apex class)