Overview#

Class name: InitialiseCampaignMemberComponent Friendly name: Initialise Campaign Member Statuses Category: MoveData: NPSP Purpose: Creates and configures standardised Campaign Member Status records for campaigns with customisable labels and sort ordering

Class description#

This component facilitates the standardisation of Campaign Member Status structures across campaigns by creating a consistent five-tier status hierarchy. The class manages status creation, updates existing status configurations, and optionally removes non-standard statuses to ensure uniform campaign member management. It provides comprehensive customisation options for labels and sort orders whilst maintaining the hierarchical relationship structure essential for nonprofit campaign operations.

Input parameters#

Output parameters#

None

Behaviour#

Status hierarchy creation#

• Creates five standardised campaign member statuses in hierarchical order from highest to lowest priority
• Sets appropriate HasResponded values: true for all statuses except Prospect
• Designates Prospect as the default status (IsDefault = true)
• Configures sort orders to maintain proper hierarchy display in Salesforce

Existing status management#

• Queries existing campaign member statuses and compares against target configuration
• Preserves existing statuses that match the target label names
• Identifies non-standard statuses for potential removal based on configuration
• Updates sort orders and properties of matching existing statuses

Status cleanup operations#

• Optionally removes existing statuses that don't match the standardised hierarchy
• Handles deletion errors gracefully when statuses are in use by campaign members
• Ensures clean status structure when DeleteOtherCampaignMemberStatuses is enabled

Default configuration values#

The component provides sensible defaults for all status configurations:

Error handling#

Duplicate sort order management#

• Detects DUPLICATE_VALUE errors from conflicting sort orders
• Provides specific error message guidance for sort order conflicts
• Throws FlowComponentException with actionable resolution steps

DML exception handling#

• Gracefully handles deletion failures for statuses currently in use
• Suppresses delete errors to allow status creation to proceed
• Provides debug logging for troubleshooting status management issues

Configurable error suppression#

• Uses ContinueOnError flag to suppress all exceptions when enabled
• Logs errors for debugging whilst allowing batch processing to continue
• Supports scenarios where partial success is acceptable

Dependencies#

Required objects#

• Campaign: Standard Salesforce object
• CampaignMemberStatus: Standard Salesforce object for campaign member status configuration

Related articles#

• Create Campaign Members flow component
• NPSP Initialise Campaign Member Statuses Proxy flow component (Commerce proxy)
• NPSP extension overview