Overview#

Flow name: MoveData_Donation_Campaign_Name Label: [MoveData] Donation: Campaign - Name Type: Auto-Launched Flow Template API version: 60.0 Status: Active

This utility flow generates hierarchical campaign names by combining campaign names with parent campaign references, supporting multi-tier naming conventions for complex campaign structures.

Purpose#

The flow creates structured campaign names that:

• Generate hierarchical naming conventions based on campaign relationships
• Support multi-tier campaign structures with parent-child relationships
• Respect name protection settings to prevent unwanted overwrites
• Use campaign codes or names from parent campaigns for consistency
• Provide different naming formats based on campaign hierarchy depth

Salesforce fields#

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

Input variables#

Output variables#

Flow logic#

1. Name protection check#

The flow first determines if the existing name should be preserved:

• If movedata__Protect_Name__c is true: Returns existing record name unchanged
• If name is not protected: Proceeds to generate hierarchical name

2. Campaign index evaluation#

The flow uses the CampaignIndex to determine naming strategy:

Index = 1 (single tier)#

• Returns the provided Name directly
• No parent hierarchy formatting applied

Index = 2 (two tier)#

• Combines parent campaign name with current name
• Uses colon separator format: Parent: Child

Index > 2 (multi-tier)#

• Uses hyphen separator format: Parent - Child
• Supports deep hierarchical structures

3. Parent name determination#

For hierarchical naming, the flow determines parent name source:

Priority order:#

1. Campaign code: Uses movedata__Campaign_Code__c if available and not ignored
2. Campaign name: Falls back to parent Name field

4. Name format generation#

The flow applies different formatting based on hierarchy level:

Single-tier format#

ChildName

Example: Annual Gala

Two-tier format#

ParentName: ChildName

Example: Annual Gala: Online Donations

Multi-tier format#

ParentName - ChildName

Example: Annual Gala: Online Donations - Jack's Fundraiser

Configuration options#

Config_CampaignNameIgnoreCampaignCode#

• Default: false
• Purpose: When true, ignores campaign codes and uses campaign names instead
• Impact: Affects parent name selection for hierarchical formatting

Naming examples#

Single campaign (Index = 1)#

• Input: Name = "Emergency Relief"
• Output: "Emergency Relief"

Two-tier campaign (Index = 2)#

• Parent: Campaign with Code "GALA2024"
• Input: Name = "Online Auction"
• Output: "GALA2024: Online Auction"

Multi-tier campaign (Index > 2)#

• Parent: Name = "Annual Gala: Online Donations"
• Input: Name = "Jack's Fundraiser"
• Output: "Annual Gala: Online Donations - Jack's Fundraiser"

Dependencies#

None

Related articles#

• Campaign mapping flow
• Campaign name flow (Non-Profit Cloud)
• Fields and objects