Account platform key 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_Donation_Account_Key Label: [MoveData] General: Account - Platform Key Type: Auto-Launched Flow Template API version: 49.0 Status: Active
This utility flow generates standardised platform keys for account records by combining platform identifiers and keys into a consistent format for tracking and integration purposes. These platform keys are essential for matching existing records during donation processing across multiple fundraising platforms.
Purpose#
The flow creates unique platform keys that:
- Provide consistent identification for accounts across different donation platforms
- Enable reliable account matching and deduplication during donation processing
- Support the MoveData donation pipeline's record matching capabilities
- Maintain data integrity across multiple fundraising platform integrations
Salesforce fields#
This flow interacts with Account records and their platform-specific identifiers. The generated platform keys are used by the MoveData system for record matching operations.
| Field usage | Purpose in flow |
|---|---|
| Platform Key Generation | Creates standardised keys for external platform account identification |
Input variables#
| Variable | Type | Required | Description |
|---|---|---|---|
Platform |
String | Yes | Platform identifier (e.g., "gofundme", "justgiving", "donorbox") |
Key |
String | Yes | External platform's unique identifier for the account |
Output variables#
| Variable | Type | Description |
|---|---|---|
Result |
String | Generated platform key in the standardised format Platform:Key |
Flow logic#
1. Key existence check#
The flow first determines whether a key value has been provided:
- Condition: Checks if
Keyvariable is not null - If Key is present: Proceeds to generate the platform key
- If Key is null: Flow terminates without generating a key (follows default "No" path)
2. Platform key generation#
When a valid key is provided, the flow generates a standardised platform key using the GeneralPlatformKey formula:
Platform key format#
The formula creates keys in the format:
Platform:Key
Examples:
gofundme:account123- GoFundMe account identifierjustgiving:org456- JustGiving organisation identifierdonorbox:donor789- Donorbox donor identifier
Formula logic#
The GeneralPlatformKey formula concatenates:
- Platform identifier
- Colon separator (
:) - External platform key
This standardised format ensures consistent key generation across all donation platforms integrated with MoveData.
Error handling#
The flow implements basic error handling:
- Null key handling: Gracefully terminates when no key is provided
- String concatenation: Uses reliable Salesforce formula syntax for key generation
Dependencies#
None