Overview#

Flow name: MoveData_Donation_Campaign_Post Label: [MoveData] General: Campaign - Post Upsert Type: Auto-Launched Flow Template API version: 60.0 Status: Active

This flow handles post-processing operations after campaign records are created or updated, including campaign member structure initialisation, gift designation copying from parent campaigns, and campaign member creation.

Purpose#

The flow performs post-upsert operations that:

• Initialise campaign member status structures with configurable labels
• Copy gift designations from parent campaigns to child campaigns
• Create campaign member records for primary contacts
• Establish hierarchical campaign member value structures
• Identify and process campaigns for member creation based on configuration

Salesforce fields#

This flow interacts with the Salesforce Campaign object and its related fields. Below is a mapping of all fields utilised:

Input variables#

Core campaign data#

Campaign member configuration#

Gift designation configuration#

Output variables#

Flow logic#

1. Campaign member structure initialisation#

The flow first determines if MoveData campaign member structure should be used:

• Formula check: Evaluates if any campaign member configuration is enabled
• If enabled: Initialises campaign member statuses with configurable labels
• Component: CampaignMemberInitialiseComponent

2. Gift designation processing#

When gift designations are enabled:

• Condition: Config_DonationSuppressGiftDesignations is not true
• Action: Copies gift designations from parent campaign to current campaign
• Component: CopyGiftDesignationsComponent
• Source: Uses Record.ParentId as source campaign
• Target: Uses Record.Id as target campaign

3. Campaign member creation logic#

The flow processes campaign member creation when a primary contact exists:

Campaign identification#

• Component: CampaignMemberEvaluateComponent
• Configuration: Uses member creation flags to determine which campaigns to process
• Result: Returns list of campaign IDs for member creation

Member status determination#

Uses formula logic to determine member status:

• Team/Organisation type: Assigns "Team Leader" status
• Other types: Assigns "Fundraiser" status

Campaign member creation#

• Component: CampaignMemberCreateComponent
• Contact: Uses provided campaign contact
• Status: Applies determined member status
• Hierarchy: Respects value hierarchy for status precedence

4. Member value hierarchy setup#

The flow establishes a hierarchical order of campaign member statuses:

1. Team Leader (highest priority)
2. Fundraiser
3. Recurring Donor
4. Donor
5. Prospect (lowest priority)

This hierarchy ensures contacts receive the highest applicable status when added to multiple campaigns.

Processing summary#

1. Member structure check: Determine if campaign member processing should occur
2. Structure initialisation: Set up campaign member statuses if enabled
3. Gift designation processing: Copy from parent campaign if enabled
4. Contact validation: Check for primary contact and member creation settings
5. Campaign identification: Determine which campaigns need members
6. Campaign iteration: Log identified campaigns for processing
7. Hierarchy setup: Establish member status precedence
8. Member creation: Create campaign member records with appropriate status

Configuration options#

Campaign member creation control#

• All campaigns: Config_CampaignMemberAll = true creates members for all campaigns
• Parent only: Config_CampaignMemberParentCampaign = true creates members for parent campaigns
• Top level only: Config_CampaignMemberTopLevelCampaign = true creates members for top-level campaigns

Gift designation control#

• Suppress processing: Config_DonationSuppressGiftDesignations = true disables gift designation copying
• Cache control: Config_DonationGiftDesignationsCache controls caching behaviour

Member status labels#

All member status labels are configurable, allowing organisations to customise campaign member terminology.

Error handling#

Formula-based processing control#

• Create members check: Uses formula to determine if any member creation is enabled
• Status assignment: Uses formula to assign appropriate member status based on campaign type
• Graceful degradation: Skips processing when conditions are not met

Logging integration#

• Component logging: Logs campaign identification and member creation activities
• JSON output: Provides structured logging for troubleshooting
• Process tracking: Maintains audit trail of campaign member operations

Dependencies#

• CampaignMemberInitialiseComponent (Apex action)
• CopyGiftDesignationsComponent (Apex action)
• CampaignMemberEvaluateComponent (Apex action)
• CampaignMemberCreateComponent (Apex action)
• movedata__WriteToLogFlowComponent (Apex action)
• movedata__MoveDataLogEntry (Apex class)

Related articles#

• Campaign Mapping Flow
• Campaign Name Flow
• Campaign Platform Key Flow
• NPSP Campaign Post Upsert Flow
• Commerce Campaign Post Upsert Flow
• Non-Profit Cloud fields and objects