Recurring record match 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_Recurring_Duplicate Label: [MoveData] Donation: Recurring - Record Match Type: Auto-Launched Flow Template API version: 60.0 Status: Active
This flow performs duplicate detection for recurring donation records by using platform keys to identify existing recurring donations in Salesforce, enabling proper record matching and preventing duplicate creation during data imports.
Purpose#
The flow provides duplicate detection capabilities that:
- Uses generated platform keys to look up existing recurring donation records
- Checks the
Platform_Key__cfield onGiftCommitmentrecords for matches - Returns Salesforce Record IDs when duplicates are found
- Supports Nonprofit Cloud GiftCommitment object integration
Salesforce fields#
This flow interacts with the Nonprofit Cloud GiftCommitment object and its related fields. Below is a mapping of all fields utilised:
| Field API name | Field type | Purpose in flow |
|---|---|---|
| Platform_Key__c | Text | Stores external platform identifier for matching |
| Id | ID | Unique record identifier returned when match found |
Input variables#
| Variable | Type | Required | Description |
|---|---|---|---|
PlatformKey |
String | Yes | Generated platform key for lookup matching |
Output variables#
| Variable | Type | Description |
|---|---|---|
Result |
String | Salesforce Record ID of matching recurring donation (if found) |
Flow logic#
1. Platform key validation#
The flow first validates that a platform key is provided:
- If PlatformKey is present: Proceeds to perform lookup on GiftCommitment records
- If PlatformKey is null: Flow terminates without performing lookup
2. Platform key lookup#
When validation passes, the flow performs record matching:
- Object: Queries
GiftCommitmentrecords - Filter:
Platform_Key__cequals provided platform key - Result: Returns ID of matching record if found
- Null handling: Returns null if no matching record exists
Processing summary#
- Platform key check: Verify if platform key is provided
- Record lookup: Search GiftCommitment records using platform key matching
- Result return: Provide matched Salesforce Record ID or null if no match
Configuration options#
The flow uses a simple, standardised approach with no configuration options, ensuring consistent lookup behaviour across all platform integrations.
Error handling#
Lookup strategy#
The duplicate detection follows a simplified approach:
- Platform key lookup: Search existing records using platform key matching (only option)
- No match: Returns null if no duplicate found
Data validation#
- Null key handling: Gracefully handles scenarios where no platform key is provided
- Record not found: Uses
assignNullValuesIfNoRecordsFound=truefor clean null handling - Single record return: Designed to return single matching record ID
Dependencies#
None