Overview#

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

This flow maps and transforms commerce order data from external platforms into Salesforce NPSP-enabled Opportunity records. It processes orders with configurable offline order handling, price book management, and comprehensive fee tracking.

Purpose#

The flow processes incoming order data and maps it to appropriate Salesforce NPSP fields while handling:

• Order status processing with configurable offline order handling
• Customer relationship management (Contact/Account assignment)
• Price book assignment and validation
• Date conversions and close date management
• Fee tracking across multiple fee types (platform, gateway, taxes)
• Currency setting and NPSP field integration
• Order naming and description processing

Salesforce fields#

Input variables#

Core order data#

Related records#

Platform integration#

Fee structure#

Configuration variables#

Output variables#

Flow logic#

1. Pre-processing validation#

Offline order handling:

• Checks if status equals "offline" and Config_OrderProcessOffline is false
• Logs skip reason and sets Cancel flag to terminate processing
• Allows configurable processing of offline orders

2. Customer relationship management#

Customer priority resolution:

• Direct assignment: Uses provided PrimaryContact or PrimaryAccount
• Person Account support: Handles PrimaryContactAlt for Person Account scenarios
• Account resolution: Determines AccountId from contact relationship
• Account lookup: Queries contact record if AccountId not directly available

Account ID resolution logic:

• If PrimaryContactAlt exists (Person Account): Uses PrimaryContactAlt.Id
• If PrimaryAccount exists: Uses PrimaryAccount.Id
• If PrimaryContact has AccountId: Uses PrimaryContact.AccountId
• If neither: Looks up Contact record to get AccountId

3. Order name and price book processing#

New record processing:

• Sets order name using OrderNameCalculated formula for new records only
• Formula: IF(ISBLANK(OrderName), 'Temp Value', OrderName)
• Prevents overwriting names on existing records

Price book assignment:

• Uses existing Pricebook2Id if already set
• Falls back to StandardPriceBookId if configured
• Logs error if no active Standard Price Book available

4. Date and currency processing#

Close date assignment:

• CreatedAt date: Converts CreatedAt to local date using ConvertToLocalDateFlowComponent
• Current date: Uses current date as fallback

Currency setting:

• Determines currency using CurrencyCodeComponent
• Only sets CurrencyIsoCode when a valid currency code is present (length > 0)
• Sets CurrencyIsoCode using SetValueComponent
• Ensures consistent currency handling across multi-currency orgs

5. Stage assignment#

• Preserves existing StageName if already set
• Uses Config_OrderStageNameDefault ("Prospecting") as fallback
• Supports configurable default stage assignment

6. Contact and account assignment#

NPSP primary contact:

• Sets npsp__Primary_Contact__c when PrimaryContact provided
• Enables NPSP contact role and relationship processing

Account relationship:

• Sets AccountId from resolved PrimaryAccountId
• Maintains account-opportunity relationships

7. Fee processing#

The flow processes comprehensive fee structure using SetValueComponent:

Each fee type follows conditional assignment and only sets the field if the corresponding input variable is not null.

8. Description and campaign processing#

Description assignment:

• Sets Description field when provided and Config_OrderSetDescription is true
• Preserves existing descriptions when configuration disabled

Campaign association:

• Sets CampaignId when OrderCampaign provided
• Enables campaign attribution and reporting

9. Receipt number and record type#

Receipt number:

• Sets md_npsp_pack__Receipt_Number__c when provided
• Maintains external receipt tracking

Record type assignment:

• Sets RecordTypeId when OrderRecordTypeId provided
• Enables proper record type categorisation

10. Currency validation and platform key assignment#

Currency validation:

• Uses CurrencyTypeLen formula to check for non-empty currency codes
• Only sets CurrencyIsoCode when length > 0

Platform key processing:

• Sets movedata__Platform_Key__c for future matching
• Enables duplicate detection and record updates

Error handling#

Comprehensive error tracking#

• Missing Standard Price Book
• Account resolution failures
• Currency conflicts

Detailed logging#

• Offline order skip reasons using WriteToLogFlowComponent
• Processing decision points
• Fee assignment tracking

Dependencies#

• movedata__ConvertToLocalDateFlowComponent (Apex action)
• movedata__CurrencyCodeComponent (Apex action)
• movedata__SetValueComponent (Apex action)
• movedata__WriteToLogFlowComponent (Apex action)

Related articles#

• Order platform key flow
• Order record match flow
• Order finaliser flow
• Order mapping flow (Non-Profit Cloud)
• Commerce Metadata Reference