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Donation Post-Upsert 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_Donation_Post
  • Label: [MoveData] Donation: Donation - Post Upsert
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This flow handles comprehensive post-processing operations after donation (opportunity) records are created or updated, including campaign member creation, matching gift relationship management, and opportunity contact role processing for soft credits.

Purpose

The flow performs post-upsert operations that:

  • Attempt to clean up opportunity naming conflicts with NPSP triggers
  • Create campaign member records for donors with hierarchical status management
  • Establish bidirectional matching gift relationships between donations
  • Process opportunity contact roles for soft credit attribution across campaign hierarchies
  • Support complex fundraising attribution scenarios with fundraiser and team-based campaigns

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
Id ID Primary record identifier
Name Text (120) Opportunity name cleanup for NPSP
npsp__Matching_Gift__c Lookup to Opportunity Bidirectional matching gift relationships
npsp__Matching_Gift_Account__c Lookup to Account Matching gift employer account
npsp__Matching_Gift_Employer__c Text Matching gift employer name
npsp__Matching_Gift_Status__c Picklist Matching gift processing status

Input Variables

Core Donation Data

Variable Type Required Description
Record Opportunity SObject Yes The Opportunity record that was processed
DonorContact Contact SObject No Primary contact associated with the donation
DonationCampaign Campaign SObject No Campaign associated with the donation

Campaign Member Configuration

Variable Type Default Description
Config_CreateCampaignMembers Boolean true Enable campaign member creation
Config_CampaignMemberDeleteExistingStatuses Boolean false Remove existing campaign member statuses
Config_CampaignMemberLabelTeamLeader String "Team Leader" Label for team leader status
Config_CampaignMemberLabelFundraiser String "Fundraiser" Label for fundraiser status
Config_CampaignMemberLabelRecurringDonor String "Recurring Donor" Label for recurring donor status
Config_CampaignMemberLabelDonor String "Donor" Label for donor status
Config_CampaignMemberLabelProspect String "Prospect" Label for prospect status

Campaign Hierarchy Structure

Variable Type Description
Campaign_CampaignRecord Campaign SObject Top-level campaign record
Campaign_CampaignContact Contact SObject Contact associated with top-level campaign
Campaign_TeamRecord Campaign SObject Team-level campaign record
Campaign_TeamContact Contact SObject Contact associated with team campaign
Campaign_FundraiserRecord Campaign SObject Individual fundraiser campaign record
Campaign_FundraiserContact Contact SObject Contact associated with fundraiser campaign
CampaignIdList String Collection List of campaign IDs for member creation

Soft Credit Configuration

Variable Type Default Description
Config_DonationOpportunityContactRoleSoftCredit Boolean true Enable opportunity contact role soft credits
Config_DonationSoftCredit_PreventDel Boolean false Prevent deletion of existing contact roles
Config_DonationSoftCredit_Role_Donor String "Donor" Contact role for primary donor
Config_DonationSoftCredit_Role_Fundraiser String "Soft Credit" Contact role for fundraiser attribution
Config_DonationSoftCredit_Role_Team String "Soft Credit" Contact role for team attribution
Config_DonationSoftCredit_Role_Campaign String "Soft Credit" Contact role for campaign attribution

Advanced Soft Credit Roles

Variable Type Description
Config_DonationSoftCredit_Role_Fundraiser_CampaignFundraiser String Role when donor has fundraiser campaign
Config_DonationSoftCredit_Role_Fundraiser_CampaignTeamFundraiser String Role when donor has team+fundraiser campaigns
Config_DonationSoftCredit_Role_Team_CampaignTeam String Role when donor has team campaign
Config_DonationSoftCredit_Role_Team_CampaignTeamFundraiser String Role when donor has team+fundraiser campaigns
Config_DonationSoftCredit_Role_Campaign_CampaignFundraiser String Role when donor has campaign+fundraiser
Config_DonationSoftCredit_Role_Campaign_CampaignTeam String Role when donor has campaign+team
Config_DonationSoftCredit_Role_Campaign_CampaignTeamFundraiser String Role when donor has all three levels

Output Variables

Variable Type Description
Logs MoveDataLogEntry[] Processing logs from all operations
LogsJSON String JSON representation of processing logs

Flow Logic

1. NPSP Name Field Cleanup

  • Problem Resolution: NPSP triggers automatically generate opportunity names based on donor and amount information. When MoveData sets custom names during mapping, this can create conflicts with NPSP's naming logic.

  • Solution Process:

  • Detection: Checks if the opportunity record has a Name field that was set during processing

  • Field Clearing: Uses ClearFieldFlowComponent to remove the Name field from the record

  • NPSP Integration: Allows NPSP triggers to generate appropriate names post-commit

  • Technical Implementation:

IF Record.Name WasSet THEN
  Add "Name" to FieldList
  Clear Name field from Record

2. Campaign Member Management

  • Prerequisites Validation: The flow validates all required conditions before creating campaign members:

  • Campaign exists with valid ID

  • Contact exists with valid ID

  • Campaign member creation is enabled

  • Campaign Member Status Initialisation:

InitialiseCampaignMemberComponent Parameters:
- CampaignId: DonationCampaign.Id
- DeleteOtherCampaignMemberStatuses: Config setting
- Status Labels: All configurable member status labels

  • Hierarchical Status Management: The flow establishes a prioritised hierarchy:

  • Team Leader (highest priority)

  • Fundraiser
  • Recurring Donor
  • Donor (target status for this flow)

  • Prospect (lowest priority)

  • Campaign Member Creation Logic:

  • Attempts to assign "Donor" status to the contact

  • Respects existing higher-priority statuses (Team Leader, Fundraiser, Recurring Donor)
  • Upgrades lower-priority statuses (Prospect)
  • Uses CreateCampaignMemberComponentWithLogs for detailed logging

3. Matching Gift Relationship Processing

  • Matching Gift Detection: The flow identifies when a donation is part of a matching gift relationship:
IF Record.npsp__Matching_Gift__c WasSet AND
   Record.npsp__Matching_Gift__c IsNotNull

  • Bidirectional Relationship Establishment: Step 1 - Retrieve Matched Donation:

  • Queries the matched donation record by ID

  • Retrieves current matching gift relationship fields

  • Step 2 - Validate Relationship Direction:

  • Checks if matched donation already links back to current record

  • Prevents circular or duplicate relationship creation

  • Step 3 - Update Matched Donation:

  • Sets npsp__Matching_Gift__c on matched donation to point to current record

  • Creates bidirectional matching gift relationship

  • NPSP Matching Gift Fields:

  • npsp__Matching_Gift__c: Links to the related donation

  • npsp__Matching_Gift_Account__c: Employer account
  • npsp__Matching_Gift_Employer__c: Employer name
  • npsp__Matching_Gift_Status__c: Matching gift status

4. Opportunity Contact Role Soft Credit Processing

  • Multi-Level Campaign Attribution: The flow supports complex campaign hierarchies with three levels:

  • Top Campaign: Overall campaign or cause

  • Team Campaign: Team or group within the campaign

  • Fundraiser Campaign: Individual fundraiser within team

  • Contact Role Assignment Logic: The OppContactRoleSoftCreditFlowComponent processes multiple scenarios:

  • Scenario 1 - Direct Donor:

  • Primary donor gets "Donor" role

  • Most common scenario for individual donations

  • Scenario 2 - Single-Level Attribution:

  • Campaign organizer gets "Soft Credit" role

  • Team leader gets "Soft Credit" role

  • Individual fundraiser gets "Soft Credit" role

  • Scenario 3 - Multi-Level Attribution:

  • Supports combinations of campaign/team/fundraiser

  • Uses specialized role configurations for complex scenarios

  • Prevents duplicate role assignments

  • Role Configuration Matrix: The flow uses different role labels based on campaign hierarchy complexity:

Donor Campaign Level Assigned Contact Role Configuration Variable
Campaign Only Campaign Contact Config_DonationSoftCredit_Role_Campaign
Team Only Team Contact Config_DonationSoftCredit_Role_Team
Fundraiser Only Fundraiser Contact Config_DonationSoftCredit_Role_Fundraiser
Campaign + Team Both Contacts Config_DonationSoftCredit_Role_Campaign_CampaignTeam
Campaign + Fundraiser Both Contacts Config_DonationSoftCredit_Role_Campaign_CampaignFundraiser
Team + Fundraiser Both Contacts Config_DonationSoftCredit_Role_Team_CampaignTeam
All Three Levels All Contacts Config_DonationSoftCredit_Role_Campaign_CampaignTeamFundraiser

  • Soft Credit Prevention:

  • Config_DonationSoftCredit_PreventDel: Prevents deletion of existing contact roles

  • Preserves manually created contact role assignments

Error Handling

NPSP Integration Protection

  • Field clearing prevents naming conflicts with NPSP triggers
  • Matching gift relationships use NPSP standard fields
  • Contact role assignments follow NPSP soft credit patterns

Relationship Validation

  • Validates matching gift relationships before creation
  • Prevents circular references in matching gifts
  • Checks for existing relationships before updates

Campaign Member Deduplication

  • Uses hierarchical status system to prevent duplicate statuses
  • Respects existing higher-priority campaign member statuses
  • Provides detailed logging for status assignment decisions

Dependencies

Apex Components

  • movedata__ClearFieldFlowComponent: Field cleanup for NPSP integration
  • InitialiseCampaignMemberComponent: Campaign member status setup
  • CreateCampaignMemberComponentWithLogs: Campaign member creation with logging
  • OppContactRoleSoftCreditFlowComponent: Complex soft credit role processing