Contact platform key helper 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_Commerce_Helper_Set_Contact_Platform_Key Label: [MoveData] Commerce: Helper - Set Contact Platform Key Type: Auto-Launched Flow Template API version: 60.0 Status: Active
This helper flow manages the creation and association of platform keys for contact records, establishing the link between external platform identifiers and Salesforce contact records for commerce integration purposes.
Purpose#
The flow provides platform key management that:
- Writes platform key records linking contacts to external platform identifiers
- Validates platform key data integrity and prevents conflicts
- Provides error handling for platform key creation failures
- Ensures processing only occurs during the appropriate stage
Salesforce fields#
This flow interacts with the Contact Platform Key custom object and its related fields. Below is a mapping of all fields utilised:
| Field API name | Field type | Purpose in flow |
|---|---|---|
| movedata__Platform_Key__c | Text | Stores external platform identifier |
Input variables#
| Variable | Type | Required | Description |
|---|---|---|---|
Record |
Contact SObject | Yes | The Contact record to associate with platform key |
Platform |
String | Yes | Platform identifier (e.g., "eventbrite", "shopify") |
PlatformKey |
String | Yes | External platform's unique identifier for the contact |
Stage |
String | Yes | Processing stage indicator ("pre" or "post") |
Errors |
String Collection | No | Existing error collection for accumulation |
Config_MoveDataEngine |
Number | No | Engine version identifier |
Output variables#
| Variable | Type | Description |
|---|---|---|
Record |
Contact SObject | Updated contact record |
Errors |
String Collection | Error messages from platform key creation |
Flow logic#
1. Stage and data validation#
The flow begins with validation checks:
- Stage Validation: Ensures processing only occurs during "post" stage
- Platform Key Validation: Checks that platform key has content (length > 0)
- Combined Check: Both conditions must be met for processing to continue
2. Platform key creation#
When validation passes, the flow creates the platform key association:
- Component: Uses
movedata__PlatformKeyCreateComponentApex action - Validation: Includes
ErrorIfDifferentObjectIdto prevent key conflicts - Association: Links the platform key to the contact record
- Parameters:
ObjectId: Contact record IDPlatform: External platform identifierPlatformKey: Platform-specific contact identifierErrorIfDifferentObjectId: Set to true for validation
3. Error handling#
The flow includes comprehensive error management:
- Success Validation: Checks if platform key creation was successful
- Error Collection: Adds any creation errors to the error collection
- Error Propagation: Returns updated error collection for upstream handling
Processing summary#
- Stage Validation: Check stage equals "post" and platform key is not empty
- Platform Key Creation: Call Apex component to create platform key record
- Success Verification: Verify platform key creation succeeded
- Error Management: Collect and return any errors encountered
Configuration options#
Stage control#
- Post-Only Processing: Platform key creation only occurs during "post" stage
- Engine Version:
Config_MoveDataEnginesupports version-specific processing
Error handling#
Platform key error management#
- Error Collection: Platform key creation failures are captured and added to existing error collection
- Success Validation: Checks component success flag before proceeding
- Error Accumulation: Supports accumulating errors from multiple processing steps
Error handling#
Common error conditions handled:
- Duplicate Platform Keys: When the same platform key already exists for a different contact
- Invalid Stage: When called during "pre" stage or with empty platform key
- Component Failures: When the Apex component encounters processing errors
Dependencies#
movedata__PlatformKeyCreateComponent(Apex action)