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Assign Value from Source Platform
Assign Value from Source Platform
James Gilray avatar
Written by James Gilray
Updated over 7 months ago

This article will show you how set a field in Salesforce with a value from your Source Platfom. In this example, we will set the custom field field Gateway ID (Gateway_ID__c) on the Opportunity record to the value provided by the Payment Gateway.

Create Flow

To create your Flow, go to Setup β†’ Process Automation β†’ Flows and click New Flow. Select Autolaunched Flow (No Trigger) from the available options and click Create.

Create Record Variable

Open Toolbox and click New Resource. Create a new resource with the following information:

Item

Value

Comment

Resource Type

Variable

API Name

Record

Autogenerated

Data Type

Record

Object

Opportunity

The object this Flow relates to

Available for Input

True

Available for Output

True

Assign Value

In your Flow click the + icon to add a new Element and select Assignment. Configure your assignment with the following information:

Item

Value

Comment

Label

Set Gateway ID

API Name

Set_Gateway_ID

Autogenerated

Variable

{!Record.Gateway_ID__c}

  • Record is the object the logic is to apply to (in this case the Opportunity record)

  • Gateway_ID__c is the field the logic is to apply to

Operator

Equals

Open Execution Log

You now need to identify the value to use to set on the Gateway_ID__c field. To do so, open a notification and click into Execution:

Inside your Execution, scroll down to Donation Parameters and note the available values:

Important Concept

Opening the Execution Log and identifying the relevant variables to add into your Flow is an important concept when customising MoveData.

Create Source Platform Variable

Copy the value ProcessorTransactionId and under Value in Assignment click New Resource. Enter the following information:

Item

Value

Comment

Resource Type

Variable

API Name

ProcessorTransactionId

The name of the variable made available through MoveData

Data Type

Text

Use the type appropriate to your data (in this example test is the appropriate type, but if the variable was Date/Time then Date/Time would be appropriate, etc)

Available for Input

True

Assign Source Platform Variable

Click Done and the variable ProcessorTransactionId will be added as the value of your assignment:

Item

Value

Comment

Value

{!ProcessorTransactionId}

The value the logic is to set

Your Flow should now look like:

Save Flow

You can now save your Flow. Naming conventions are not of importance but for the framework we use please see equivalent section in the article Assign a Default Value. In this scenario we would set:

Item

Value

Flow Label

[MoveData Extension] Donation: Donation - Mapping

Flow API Name

MoveData_Donation_Donation_Mapping_Ext

Register Flow in MoveData Pipeline

You will now need to register your Flow in the MoveData Pipeline. For instructions on how to do this please see Assign a Default Value - Register Flow in MoveData Pipeline. In this scenario we would clone PIPELINE_DONATION_DONATION_MAPPING and set the following values:

Item

Value

Comment

Handler

MoveData_Donation_Donation_Mapping_Ext

API Name of your Flow

Type

Flow

Label

PIPELINE_DONATION_DONATION_MAPPING

MoveData Pipeline Setting Name

DONATION_DONATION_MAPPING_EXT

Order

6

Reprocess Notification

You can now open a relevant notification and click Reprocess. Observe that the value ch_3Objk6Bnhz9gJviA2SlJUDbq is set in the execution log and resultant record:

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