Account platform key 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_Account_Key Label: [MoveData] Donation: Account - Platform Key Type: Auto-Launched Flow Template API version: 60.0 Status: Active
This utility flow generates standardised platform keys for account records by combining platform identifiers and keys into a consistent format for tracking and integration purposes. These are used to match on existing records.
Purpose#
The flow creates unique platform keys that:
- Provide consistent identification for accounts across different donation platforms
- Enable reliable account matching and deduplication
Salesforce fields#
This flow interacts with the Account Platform Key custom object and its related fields. Below is a mapping of all fields utilised:
| Field API name | Field type | Purpose in flow |
|---|---|---|
| movedata__Platform_Key__c | Text | Stores external platform identifier |
Input variables#
| Variable | Type | Required | Description |
|---|---|---|---|
Platform |
String | Yes | Platform identifier (e.g., "gofundme", "justgiving") |
Key |
String | Yes | External platform's unique identifier for the account |
Output variables#
| Variable | Type | Description |
|---|---|---|
Result |
String | Generated platform key in the appropriate format |
Flow logic#
1. Key existence check#
The flow first determines whether a key is provided:
- If Key is present: Proceeds to generate platform key
- If Key is null: Flow terminates without generating a key
2. Platform key generation#
The flow uses the following key format:
Platform key format#
Platform:Key
Example: gofundme:org456
Error handling#
- Gracefully handles null Key values
- Uses simple string concatenation for reliable key generation
Dependencies#
None