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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. The flow commentary in this document was generated with AI assistance.

Overview#

Flow name: MoveData_Commerce_Order_Item_Mapping Label: [MoveData] Commerce: Order Item - Mapping Type: Auto-Launched Flow Template API version: 56.0 Status: Active

This flow manages the transformation of commerce order item data from external platforms into Salesforce OpportunityLineItem records, handling price book entry relationships, pricing logic, and configurable fee handling.

Purpose#

The flow processes incoming order item data and maps it to appropriate Salesforce fields while managing:

  • Fee type filtering with configurable exclusion of platform fees
  • Currency determination for multi-currency environments
  • Price book entry lookup and assignment for product relationships with enhanced error handling
  • Opportunity relationship management for order items
  • Pricing logic with support for both unit price and total price models
  • Platform key assignment for external system tracking
  • Quantity and pricing calculations

Salesforce fields#

Object Field API name Field type Purpose in flow
OpportunityLineItem Id ID Primary record identifier
OpportunityId Master-Detail to Opportunity Links line item to parent order
PricebookEntryId Lookup to PricebookEntry Product pricing relationship
Quantity Number Item quantity
UnitPrice Currency Price per unit
TotalPrice Currency Total line item price
md_comm_pack__Platform_Key__c Text External platform identifier
Product2 Id ID Product record identifier
Opportunity Id ID Order record identifier
PricebookEntry Id ID Price book entry identifier
Product2Id Lookup to Product2 Product relationship
Pricebook2Id Lookup to Pricebook2 Price book relationship

Input variables#

Core order item data#

Variable Type Required Description
Record OpportunityLineItem SObject Yes The OpportunityLineItem record being processed
Catalog_Type String No Item type for fee filtering
Quantity Number No Order item quantity
UnitPrice Currency No Price per unit
Total Currency No Total line item price
OrderTotal Currency No Total order amount
PlatformKey String No Unique platform key for record matching
OrderCurrencyType String No Currency code for order
Variable Type Description
CatalogRecord Product2 SObject Associated product
OrderRecord Opportunity SObject Associated order/opportunity

Platform integration#

Variable Type Description
StandardPriceBookId String Standard price book ID
PriceBookEntryId String Price book entry ID

Configuration variables#

Variable Type Default Description
Config_OrderTotalSubtractFeePlatform Boolean false Exclude platform fee items from processing

Output variables#

Variable Type Description
Record OpportunityLineItem SObject Updated line item record
Continue Boolean Flag indicating processing continuation
Errors String Collection Error messages from processing

Flow logic#

1. Pre-processing validation#

Fee type filtering:

  • Checks if item type is "fee" and Config_OrderTotalSubtractFeePlatform is true
  • Sets Continue flag and skips processing for excluded fee items
  • Allows configurable exclusion of platform fee line items

2. Product relationship management#

Product assignment:

  • Proceeds only if CatalogRecord (Product2) is provided
  • Ensures proper product relationship for line item creation

Currency determination:

  • Uses CurrencyCodeComponent to determine appropriate currency
  • Processes OrderCurrencyType input to standardise currency handling
  • Supports multi-currency organisations

Price book entry lookup:

  • Uses GetPriceBookEntryFlowComponent with currency support
  • Passes CurrencyCode, Pricebook2Id, and Product2Id parameters
  • Enhanced error handling for missing price book entries
  • Sets PricebookEntryId on the line item record when found
  • Adds error to Errors collection if price book entry not found

3. Opportunity relationship processing#

Order assignment:

  • Sets OpportunityId when OrderRecord is provided
  • Links line item to parent opportunity/order
  • Maintains order-item relationship structure

4. Pricing logic processing#

The flow handles two distinct pricing models:

Unit price model#

Condition: UnitPrice is provided and not null

  • Sets Quantity field from input
  • Sets UnitPrice field from input
  • Allows Salesforce to calculate TotalPrice automatically

Total price model#

Condition: Total is provided and not null

  • Sets Quantity field from input
  • Sets TotalPrice field from input
  • Allows Salesforce to calculate UnitPrice automatically

Default behaviour:

  • If neither UnitPrice nor Total is provided, proceeds without price assignment
  • Maintains flexibility for different pricing scenarios

5. Platform key assignment#

  • Sets md_comm_pack__Platform_Key__c field with provided platform key
  • Enables future matching and duplicate detection
  • Supports external system integration

Error handling#

Missing data scenarios#

  • No product: Flow skips price book entry lookup and proceeds to opportunity assignment
  • No price book entry: Flow adds error message to Errors collection instead of failing
  • No opportunity: Flow proceeds without setting OpportunityId
  • Fee items: Flow can skip processing based on configuration settings

Data quality validation#

  • Null values: Graceful handling of missing optional parameters
  • Pricing flexibility: Supports different pricing models from external platforms
  • Relationship integrity: Ensures proper product-price book relationships
  • Currency handling: Processes multi-currency scenarios through dedicated components
  • Error collection: Accumulates errors for batch reporting instead of failing immediately

Dependencies#

  • movedata__CurrencyCodeComponent (Apex action)
  • GetPriceBookEntryFlowComponent (Apex action)
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