Overview#

Flow name: MoveData_Commerce_Campaign_Mapping Label: [MoveData] Commerce: Campaign - Mapping Type: Auto-Launched Flow Template API version: 60.0 Status: Active

This flow handles the mapping and transformation of campaign data from external commerce platforms into Salesforce Campaign records, with support for NPSP (Nonprofit Success Pack) integration.

Purpose#

The flow processes incoming campaign data and maps it to appropriate Salesforce Campaign fields while handling:

• Campaign naming and protection rules
• Status mapping based on external platform states
• Date conversions to local timezone
• Parent-child campaign relationships
• Platform-specific field mappings
• NPSP integration fields

Salesforce fields#

This flow interacts with the Salesforce Campaign object and its related fields. Below is a comprehensive mapping of all fields utilised:

Input variables#

Core campaign data#

Platform integration#

Related records#

Configuration variables#

Output variables#

Flow logic#

1. Name processing#

The flow first determines if the campaign name should be updated:

• Checks if name protection is enabled (movedata__Protect_Name__c)
• Handles name trimming (limits to 80 characters with "..." suffix)
• Uses configuration flags to skip name processing if needed

2. Campaign type assignment#

Campaign type is set based on hierarchy:

1. Ignore: If Config_IgnoreDefaultCampaignType is true
2. Inherit: Use parent campaign's type if available
3. Default: Use Config_CampaignDefaultType (typically "Other")

3. Parent campaign relationship#

• Checks for parent campaign protection (movedata__Protect_Campaign_Parent__c)
• Sets ParentId if parent campaign is provided and not protected

4. Status mapping#

External platform statuses are mapped to Salesforce campaign statuses:

Special handling:

• Respects existing "Aborted" status
• Can be bypassed with Config_IgnoreDefaultCampaignStatus

5. Amount and date processing#

• Target Amount: Maps to ExpectedRevenue field
• Start Date: Converts to local date using movedata__ConvertToLocalDateFlowComponent
• End Date: Converts to local date with optional forcing via configuration

Date Formula Logic:

StartDate = StartDate || EndDate || NotificationDate (where CreatedAt || ModifiedAt)

6. NPSP integration#

When NPSP fields are available:

• Sets md_npsp_pack__Campaign_URL__c from PageUrl
• Sets md_npsp_pack__Fundraising_Contact__c from associated contact
• Sets md_npsp_pack__Fundraising_Account__c from associated account

7. Platform tracking#

• Sets movedata__Platform__c field with platform identifier or label
• Sets movedata__Platform_Key__c for external system tracking

Processing summary#

1. Name Protection Check: Verify if name updates should be processed
2. Name Assignment: Set campaign name with trimming and validation
3. Type Assignment: Apply type hierarchy (inherit from parent or use default)
4. Parent Relationship: Set parent campaign if not protected
5. Status Mapping: Map external status to Salesforce values
6. Amount Processing: Set target revenue if provided
7. Date Processing: Convert and set start/end dates with timezone handling
8. Description Assignment: Set campaign description if provided
9. NPSP Integration: Set URL and fundraising associations
10. Platform Tracking: Set platform identifiers for external system tracking

Configuration options#

Name control#

• Ignore Names: Config_IgnoreCampaignName = true skips all name processing
• Protection Field: movedata__Protect_Name__c prevents individual record updates

Date control#

• Start Date: Config_CampaignSetStartDate = true enables start date processing
• End Date: Config_CampaignSetEndDate = true enables end date processing
• Force End Date: Config_CampaignSetEndDateForce = true forces end date setting

Type and status control#

• Default Type: Config_IgnoreDefaultCampaignType = true skips type assignment
• Default Status: Config_IgnoreDefaultCampaignStatus = true skips status mapping

Error handling#

Protection mechanisms#

The flow includes several protection fields to prevent overwriting existing data:

• movedata__Protect_Name__c: Prevents name updates
• movedata__Protect_Campaign_Parent__c: Prevents parent relationship changes

Data validation#

• Uses conditional logic to handle null values gracefully
• Includes default connectors for decision elements
• Validates required relationships before setting
• Implements fallback logic for date assignment

Dependencies#

• movedata__ConvertToLocalDateFlowComponent (Apex action)
• movedata__SetValueComponent (Apex action)

Related articles#

• Campaign Name Flow
• Campaign Platform Key Flow
• Campaign Record Match Flow
• Non-Profit Cloud Campaign Mapping Flow
• NPSP Campaign Mapping Flow
• Commerce fields and objects