Overview#

Flow name: MoveData_Commerce_Catalog_Post Label: [MoveData] Commerce: Catalog - Post Upsert Type: Auto-Launched Flow Template API version: 56.0 Status: Active

This flow handles post-processing operations after catalog (Product2) records are created or updated, focusing on price book entry management to ensure products are properly configured for sales operations in Salesforce.

Purpose#

The flow performs post-upsert operations that:

• Validate the presence of an active Standard Price Book
• Create or update price book entries for catalog products
• Manage pricing information for commerce transactions
• Ensure products are properly configured for sales operations
• Handle price synchronisation between external platforms and Salesforce
• Support multi-currency environments with proper currency handling
• Provide detailed logging for troubleshooting and auditing

Salesforce fields#

This flow interacts with the Salesforce Product2 and PricebookEntry objects. Below is a mapping of all fields utilised:

Input variables#

Core product data#

Output variables#

Flow logic#

1. Standard price book validation#

The flow first validates that a Standard Price Book exists and is accessible:

Validation Check:

IF StandardPriceBookId IS NULL THEN
  Add Error: "Must have an active Standard Price Book."
  Terminate Processing

Purpose: Ensures that products can be properly priced and sold through Salesforce sales processes.

2. Currency code determination and logging#

The flow determines the appropriate currency code and logs the currency resolution process:

Currency Calculation Logic:

CalculatedCurrencyType = IF(ISBLANK(CurrencyType), Order_CurrencyType, CurrencyType)

Logging: Records currency codes for troubleshooting multi-currency scenarios.

3. Price book entry lookup#

The flow uses an Apex action to search for existing price book entries:

Apex Component: GetPriceBookEntryFlowComponent

Input Parameters:

• CurrencyCode: CalculatedCurrencyType
• Pricebook2Id: Standard Price Book ID
• Product2Id: Current product record ID

4. Price book entry processing decision#

The flow determines the appropriate action based on existing price book entry status:

Scenario A: existing price book entry found#

Condition: PricebookEntry record exists with valid ID

Price Comparison Logic:

IF PricebookEntryRecord.UnitPrice != Price THEN
  Update UnitPrice = Price
  Perform Update Operation
ELSE
  Log Entry and Add to RecordList

Scenario B: no price book entry found#

Condition: No existing PricebookEntry record for the product

New Entry Creation Process:

1. Initialise Record: Create new PricebookEntry SObject
2. Set Required Fields:
   • IsActive = true
   • Product2Id = Record.Id
   • Pricebook2Id = StandardPriceBookId
   • UnitPrice = Price
3. Currency Handling: Determine and set currency code if applicable
4. Create Record: Insert new PricebookEntry

5. Currency code management#

For new price book entries, the flow handles currency codes:

Currency Determination:

• Uses movedata__CurrencyCodeComponent Apex action to validate currency
• Sets CurrencyIsoCode field if valid currency code is available
• Uses movedata__SetValueComponent to dynamically set the currency field

6. Logging and record tracking#

The flow maintains comprehensive logs:

Log Components Used:

• movedata__WriteToLogFlowComponent - General logging
• movedata__WriteObjectToLogComponent - Object-specific logging

Record Tracking:

• Adds processed PricebookEntry IDs to RecordList output
• Provides audit trail of all price book entries created or updated

7. Price synchronisation logic#

Update Operation (Existing Entry):

• Only updates when price differs from current UnitPrice
• Preserves other price book entry settings
• Maintains existing IsActive and UseStandardPrice values
• Logs the update operation

Create Operation (New Entry):

• Sets IsActive to true by default
• Links to Standard Price Book
• Associates with current product
• Sets price from external platform
• Handles currency code assignment for multi-currency orgs
• Logs the creation operation

8. Error handling and validation#

Standard Price Book Validation:

• Critical validation that prevents processing without proper price book setup
• Returns descriptive error message for troubleshooting

Price Book Entry Operations:

• Uses Apex components for enhanced error handling
• Separates create and update operations to handle different scenarios appropriately
• Comprehensive logging for troubleshooting

Configuration requirements#

Standard price book setup#

Prerequisites:

• Salesforce organisation must have a Standard Price Book
• Standard Price Book must be active and accessible
• StandardPriceBookId must be provided to the flow

Multi-Currency Support:

• For multi-currency organisations, ensure proper currency codes are provided
• CurrencyType or Order_CurrencyType should contain valid ISO currency codes
• Currency management components handle validation and assignment

Common Issues:

• Missing Standard Price Book will cause flow to terminate with error
• Inactive price books cannot be used for new entries
• Price book access permissions may affect processing
• Invalid currency codes may prevent proper price book entry creation

Price management strategy#

Price Synchronisation:

• Flow only updates prices when they differ from existing values
• Avoids unnecessary updates when prices have not changed
• Maintains price history through Salesforce standard tracking
• Logs all price changes for audit purposes

New Product Handling:

• Automatically creates price book entries for new products
• Sets reasonable defaults for commerce operations
• Ensures products are immediately available for sales processes
• Handles currency assignment for multi-currency environments

Error handling#

Missing standard price book#

Symptom:

• Flow terminates with "Must have an active Standard Price Book" error

Resolution:

• Verify Standard Price Book exists in Setup > Products > Price Books
• Ensure Standard Price Book is marked as Standard and Active
• Check that StandardPriceBookId parameter is correctly provided

Price book entry creation failures#

Potential Causes:

• Product record is inactive
• Price book permissions issues
• Invalid currency values or codes
• Duplicate price book entries (rare)
• Multi-currency configuration issues

Troubleshooting:

• Verify product IsActive status
• Check user permissions for price book management
• Validate price value format and currency settings
• Review flow logs in LogsJson output for detailed error information
• Verify currency code validity for multi-currency orgs

Currency code issues#

Symptoms:

• Price book entries created without proper currency codes
• Currency validation failures

Resolution:

• Ensure CurrencyType or Order_CurrencyType contain valid ISO codes
• Verify multi-currency is enabled if using currency features
• Check currency code validation in flow logs

Dependencies#

Salesforce Objects:

• Product2 (input record)
• Pricebook2 (Standard Price Book)
• PricebookEntry (managed by flow)

Apex Components:

• GetPriceBookEntryFlowComponent - Enhanced price book entry lookup
• movedata__CurrencyCodeComponent - Currency code validation
• movedata__SetValueComponent - Dynamic field value assignment
• movedata__WriteToLogFlowComponent - General logging
• movedata__WriteObjectToLogComponent - Object logging
• movedata__MoveDataLogEntry - Log entry data structure

System Requirements:

• Active Standard Price Book in organisation
• Appropriate permissions for price book entry management
• Valid currency settings for price operations
• Access to MoveData managed package components
• Multi-currency enabled (if using currency features)

Related articles#

• Catalog Mapping Flow
• Catalog Name Flow
• Catalog Platform Key Flow
• Non-Profit Cloud Catalog Post Upsert Flow
• Commerce fields and objects