Overview#

Flow name: MoveData_Donation_Helper_Set_Contact_Details Label: [MoveData] Donation: Helper - Set Contact Details Type: Auto-Launched Flow Template API version: 60.0 Status: Active

This comprehensive helper flow handles the transformation and validation of contact data from external platforms, with sophisticated data quality controls, field formatting, and address processing capabilities.

Purpose#

The flow provides complete contact data processing that:

• Validates and formats contact names with case transformation
• Handles phone number formatting and type classification
• Processes email addresses with type-specific mapping
• Implements sophisticated address quality scoring and validation
• Supports both Mailing and Other address field sets
• Includes protection mechanisms to preserve existing data

Salesforce fields#

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

Input variables#

Core contact data#

Address data#

Configuration variables#

Name processing#

Communication processing#

Address processing#

Case transformation#

Output variables#

Flow logic#

1. Name processing#

The flow processes contact names with protection and formatting:

• Salutation: Sets contact salutation with configurable case transformation
• First name: Handles first name with length validation (40 chars max)
• Last name: Processes last name with fallback to "[Unknown]" if missing

2. Birthday and phone processing#

• Birthday: Sets birthdate if provided
• Phone formatting: Optional phone number transformation with international formatting
• Phone type classification: Routes phone to appropriate field based on type:
  • Mobile: Australian number detection (04, +61 4, +614 patterns)
  • Work: Business phone classification
  • Home: Residential phone classification
  • Default: Falls back to mobile classification

3. Email processing#

Email handling with type-specific routing:

• Work email: Routes to standard Email field and NPSP Work Email
• Home email: Routes to standard Email field and NPSP Home Email
• Default: Uses standard Email field
• NPSP integration: Populates npe01__WorkEmail__c and npe01__HomeEmail__c

4. Country and state code processing#

The flow includes configurable country and state code handling:

• Country code option: When Config_ContactUseCountryCode is enabled and MailingAddress_CountryCode is provided, uses the country code instead of the country name
• State code option: When Config_ContactUseStateCode is enabled and MailingAddress_StateCode is provided, uses the state code instead of the state name
• Fallback logic: When codes are not available or configuration is disabled, uses the full country/state names

5. Address quality assessment#

Sophisticated address quality system:

• Quality index scoring: Compares incoming data quality score against threshold
• Existing data detection: Checks for existing address field values
• Force overwrite logic: Configurable forced overwriting of existing addresses
• Quality-based decisions: Skips updates for low-quality data

6. Address field processing#

Dual address support with smart field routing:

Address field selection#

• Mailing address: Primary address fields (MailingStreet, MailingCity, etc.)
• Other address: Secondary address fields (OtherStreet, OtherCity, etc.)
• Field selection: Based on Use_Mailing_Address configuration

Address validation rules#

Each address component includes:

• Null value handling: Sets fields to NULL when no data provided
• Length trimming: Enforces Salesforce field length limits
• Case transformation: Configurable case formatting
• Quality thresholds: Respects address quality scoring
• Existing data protection: Optional preservation of existing values

Data quality features#

Protection mechanisms#

• Field-level protection: Protect names and other field flags
• Conditional updates: Quality-based update decisions
• Existing data preservation: Configurable protection of existing values

Quality scoring#

• Address quality index: 0-100 scoring system for address data quality
• Threshold enforcement: Configurable minimum quality requirements
• Quality-based routing: Different handling based on data quality scores

Logging and auditing#

• Comprehensive logging: Tracks all processing decisions
• Quality decisions: Logs address quality assessments
• Force overwrite tracking: Logs when data is forcibly overwritten
• Configuration logging: Records configuration values used

Australian phone number support#

Special handling for Australian phone numbers:

• Mobile detection: Recognises 04, +61 4, 4, +614 patterns
• Automatic classification: Routes Australian mobiles to MobilePhone field
• Format preservation: Maintains original formatting when appropriate

Error handling#

• Null value management: Graceful handling of empty/null values
• Length enforcement: Automatic field length compliance
• Quality thresholds: Skips processing for below-threshold data
• Protection respect: Honours all data protection flags

Dependencies#

• movedata__SetValueComponent (Apex action)
• movedata__PhoneNumberFormatterComponent (Apex action)
• movedata__PostcodeFormatterComponent (Apex action)
• movedata__WriteToLogFlowComponent (Apex action)
• movedata__MoveDataLogEntry (Apex class)

Related articles#

• Contact mapping flow
• Contact details helper flow (Commerce)
• Fields and objects