Skip to content

Account details helper 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_Helper_Set_Account_Details Label: [MoveData] Donation: Helper - Set Account Details Type: Auto-Launched Flow Template API version: 60.0 Status: Active

This helper flow handles the transformation and validation of account data from external platforms, providing field formatting and dual address processing capabilities for both billing and shipping addresses.

Purpose#

The flow provides account data processing that:

  • Sets basic account information (phone, website, type)
  • Processes address data with dual field routing (billing vs shipping)

Salesforce fields#

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

Field API name Field type Purpose in flow
Name Text Account name identifier
Phone Phone Primary phone number
Website URL Account's primary website URL
Type Picklist Categorises the type of account
BillingStreet Textarea Street address for billing
BillingCity Text City for billing address
BillingState Text State/Province for billing
BillingCountry Text Country for billing address
BillingPostalCode Text Postal/ZIP code for billing
ShippingStreet Textarea Street address for shipping
ShippingCity Text City for shipping address
ShippingState Text State/Province for shipping
ShippingCountry Text Country for shipping address
ShippingPostalCode Text Postal/ZIP code for shipping

Input variables#

Core account data#

Variable Type Required Description
Record Account SObject Yes The Account record being processed
Phone String No Account's phone number
Website String No Account's website URL
Type String No Account type classification

Address data#

Variable Type Description
MailingAddress_Street String Street address
MailingAddress_City String City
MailingAddress_State String State/Province
MailingAddress_StateCode String State/Province code
MailingAddress_Country String Country
MailingAddress_CountryCode String Country code
MailingAddress_Postcode String Postal/ZIP code

Configuration variables#

Variable Type Default Description
Config_AccountIgnorePhone Boolean false Skip phone processing
Config_AccountIgnoreWebsite Boolean false Skip website processing
Config_AccountIgnoreAddress Boolean false Skip all address processing
Config_AccountUseCountryCode Boolean false Use country code instead of country name
Config_AccountUseStateCode Boolean false Use state code instead of state name
IgnoreType Boolean false Skip type processing
Use_Billing_Address Boolean true Use billing vs. shipping address fields

Output variables#

Variable Type Description
Record Account SObject Updated account record with processed data

Flow logic#

1. Phone processing#

The flow first processes the phone number:

  • Null check: Uses PhoneLength formula to validate phone presence
  • Configuration check: Skips if Config_AccountIgnorePhone = true
  • Field assignment: Sets Record.Phone when phone exists

2. Website processing#

Handles website URL assignment:

  • Null check: Uses WebsiteLength formula to validate website presence
  • Configuration check: Skips if Config_AccountIgnoreWebsite = true
  • Field assignment: Sets Record.Website when website exists

3. Type processing#

Manages account type classification:

  • Configuration check: Skips if IgnoreType = true
  • Null check: Only sets type when provided and account type is empty
  • Conditional logic: Uses complex condition to check if Record.Type needs updating
  • Field assignment: Sets Record.Type with provided type value

4. Country and state code processing#

Handles the transformation between full names and codes for countries and states:

  • Country code evaluation: If Config_AccountUseCountryCode = true and country code is provided, replaces country name with country code
  • State code evaluation: If Config_AccountUseStateCode = true and state code is provided, replaces state name with state code

5. Address field processing#

Comprehensive address handling with dual field support:

Address field selection#

The flow routes address data to either billing or shipping fields based on Use_Billing_Address:

  • Billing address: BillingStreet, BillingCity, BillingState, BillingCountry, BillingPostalCode
  • Shipping address: ShippingStreet, ShippingCity, ShippingState, ShippingCountry, ShippingPostalCode

Error handling#

  • Null value management: Graceful handling of empty/null values through length validation

Dependencies#

None

Ask MoveData AI
Ask about setup, configuration, or troubleshooting
How can I help you with MoveData today?
Not getting the help you need? Copy the chat transcript and email support@movedata.io