Overview#

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

This flow manages post-processing tasks after commerce orders are created or updated, including stage finalisation, dynamic order naming, amount calculation with fee deduction, and campaign member creation.

Purpose#

The flow performs post-upsert operations that:

• Finalise opportunity stage assignment from default to "Closed Won" for completed orders
• Generate dynamic order names using configurable patterns for contacts and accounts
• Handle temporary amount assignment for name parsing when amounts are not set
• Create campaign member records for customers with commerce-specific or ticket-based status management
• Support action-based campaign member labelling (ticket vs general commerce)
• Clear temporary fields after processing to maintain data integrity

Salesforce fields#

Input variables#

Core order data#

Related records#

Fee structure#

Campaign member configuration#

Naming configuration#

Campaign member sort orders#

Output variables#

Flow logic#

1. Stage finalisation#

• Default stage detection: Checks if current StageName equals Config_OrderStageNameDefault ("Prospecting")
• Updates stage to "Closed Won" for completed commerce orders
• Preserves existing stages that have been explicitly set

2. Dynamic order naming#

Name processing decision:

• Proceeds with naming only if Name is null or equals "Temp Value"
• Logs order record details using WriteObjectToLogComponent for audit purposes

Customer type resolution:

• Contact-based naming: When PrimaryContact or PrimaryContactAlt exists
• Account-based naming: When neither contact option exists, defaults to account

Naming pattern selection:

For contact-based orders:

• Uses Config_OrderNameContact if configured and not blank
• Falls back to default contact pattern (ASCII encoded): {!Contact.Name} {!CloseDate} {!Amount} {!RecordType.Name}

For account-based orders:

• Uses Config_OrderNameAccount if configured and not blank
• Falls back to default account pattern (ASCII encoded): {!Account.Name} {!CloseDate} {!Amount} {!RecordType.Name}

3. Amount processing for naming#

Temporary amount assignment:

When Amount is not set on the record:

• Calculates temporary amount using CalculatedTotal formula
• Sets amount temporarily for name parsing
• Flags TempSetAmount for cleanup after name generation

Amount calculation formulas:

DefaultedTotal = IF(ISBLANK(Total), 0, Total)
DefaultedFeePlatform = IF(ISBLANK(FeePlatform), 0, FeePlatform)
CalculatedTotal = IF(Config_OrderExcludeFeePlatform==TRUE, DefaultedTotal - DefaultedFeePlatform, DefaultedTotal)

Field cleanup:

• Removes Amount field from record after name parsing when TempSetAmount is true
• Uses ClearFieldFlowComponent to maintain data integrity
• Prevents unintended amount assignment

4. Order name generation#

Pattern parsing:

Uses NamePatternParserComponent with different approaches:

• Standard contact/account processing: Supports Contact and Account reference merging; uses PrimaryContact and PrimaryAccount for standard relationships
• Person Account processing: Uses PrimaryContactAlt for Person Account scenarios; maps Person Account as both Contact and Account references

Error handling:

• Provides fault connectors for pattern parsing failures
• Falls back to "Temp Value" when name generation fails
• Uses Missing_Name decision for recovery scenarios

5. Campaign member management#

Prerequisites validation:

• Campaign exists with valid ID
• Contact exists with valid ID
• Campaign member creation is enabled (Config_CreateCampaignMembers = true)

Action-based status assignment:

Ticket action:

• Sets status to Config_CampaignMemberLabelTicket ("Ticket Holder")
• Uses Config_CampaignMemberSortOrderTicket (9012.0)

Default commerce:

• Uses Config_CampaignMemberLabelCommerce ("Sale")
• Uses Config_CampaignMemberSortOrderCommerce (9011.0)

Campaign member status hierarchy:

The flow establishes a prioritised hierarchy:

Constants#

Naming pattern constants#

• OrderNameContact: ASCII-encoded string representing {!Contact.Name} {!CloseDate} {!Amount} {!RecordType.Name}
• OrderNameAccount: ASCII-encoded string representing {!Account.Name} {!CloseDate} {!Amount} {!RecordType.Name}
• TEMP_NAME: Constant value "Temp Value" used as placeholder during name generation

Error handling#

Name processing protection#

• Uses fault connectors for name parsing failures
• Falls back to "Temp Value" when name generation fails
• Maintains processing continuity despite naming errors
• Handles both standard and Person Account naming scenarios

Amount field management#

• Tracks temporary amount assignment with TempSetAmount boolean flag
• Ensures proper cleanup of temporary fields using field collection
• Prevents data corruption from incomplete processing

Campaign member validation#

• Validates all required relationships before processing
• Handles missing campaign or contact scenarios gracefully
• Provides detailed logging for troubleshooting

Dependencies#

• movedata__ClearFieldFlowComponent (Apex action)
• movedata__WriteObjectToLogComponent (Apex action)
• movedata__NamePatternParserComponent (Apex action)

Related articles#

• Order mapping flow
• Order item mapping flow
• Order finaliser flow (Commerce)
• Non-Profit Cloud Metadata Reference