Account post-upsert 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_Post Label: [MoveData] Donation: Account - Post Upsert Type: Auto-Launched Flow Template API version: 60.0 Status: Active
This flow handles post-processing operations after account records are created or updated, focusing specifically on platform key association.
Purpose#
The flow performs post-upsert operations that:
- Creates platform key associations linking accounts to external platform identifiers
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 |
|---|---|---|
| Id | ID | Unique record identifier |
Input variables#
Core account data#
| Variable | Type | Required | Description |
|---|---|---|---|
Record |
Account SObject | Yes | The Account record that was created/updated |
Platform |
String | Yes | External platform identifier |
PlatformKey |
String | Yes | External platform's account identifier |
Config_MoveDataEngine |
Number | No | Engine version identifier |
Output variables#
| Variable | Type | Description |
|---|---|---|
Record |
Account SObject | Updated account record |
Flow logic#
1. Platform key association#
The flow immediately processes platform key creation:
- Subflow call: Invokes
MoveData_Donation_Helper_Set_Account_Platform_Key
Dependencies#
MoveData_Donation_Helper_Set_Account_Platform_Key(Subflow)