Overview#

Flow name: MoveData_Commerce_Helper_Set_Contact_Details Label: [MoveData] Commerce: 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 commerce 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 utilised:

Input variables#

Core contact data#

Address data#

Configuration variables#

Name processing#

Communication processing#

Address processing#

Case transformation#

Protection settings#

Output variables#

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 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. 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

5. 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

Processing summary#

1. Name Processing: Process salutation, first name, and last name with protection checks
2. Birthday Processing: Set birthdate if provided
3. Phone Processing: Route phone to appropriate field based on type
4. Email Processing: Handle email with type-specific routing and NPSP integration
5. Address Quality Assessment: Evaluate address quality score and existing data
6. Address Processing: Update address fields based on quality and configuration

Configuration options#

Name protection#

• Protect Names: ProtectNames = true skips all name field processing
• Individual Field Control: Separate ignore flags for salutation, first name, last name

Communication protection#

• Protect Others: ProtectOthers = true skips phone and email processing
• Individual Controls: Separate ignore flags for email and phone

Address processing control#

• Complete Disable: Config_ContactIgnoreAddress = true skips all address processing
• Conditional Protection: Config_ContactIgnoreAddressWhenNotEmpty = true preserves existing data
• Force Overwrite: Config_ContactAddressOverwriteAll = true overwrites all existing address data

Error handling#

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

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

Dependencies#

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

Related articles#

• Contact Mapping Flow
• Contact Platform Key Flow
• Contact Record Match Flow
• NPSP Contact Details Helper Flow
• Commerce fields and objects