Flow Name: [AANP][RT] Account: Assign Election Region¶

Last Updated: 2025-08-06 Source Code: AANP_RT_Account_Assign_Election_Region.flow-meta.xml

API Name: AANP_RT_Account_Assign_Election_Region Status: Active Type: Custom Trigger: Record Update (Account) - Before Save

Business Purpose¶

This flow automatically assigns election regions to AANP member accounts based on their mailing state. It ensures members are properly categorized by geographic region for voting purposes, while clearing regions for non-members or accounts without valid state mappings.

Process Flow¶

1. Trigger Check: Activates when a Person Account record is updated and:
2. Is a Person Account
3. Has PersonMailingCountry = "United States"
4. PersonMailingStateCode OR Is_Member__c field changes
5. Region Mapping Lookup: Queries Election_Region__mdt custom metadata for the account's mailing state code
6. Mapping Validation Decision:
7. If no mapping found → Clear AANP_Election_Region__c field
8. If mapping found → Proceed to member status check
9. Member Status Decision:
10. If Is_Member__c = false → Clear AANP_Election_Region__c field
11. If Is_Member__c = true → Update AANP_Election_Region__c with mapped region

flowchart TD
    Start([Start: Account Update<br/>Before Save Trigger]) --> EntryCheck{Entry Criteria:<br/>Person Account AND<br/>US Mailing Address AND<br/>State or Member Status Changed?}

    EntryCheck -->|No| End([End])
    EntryCheck -->|Yes| Lookup[Get Election Region Mapping<br/>from Election_Region__mdt<br/>by PersonMailingStateCode]

    Lookup --> MappingCheck{Mapping Found?}

    MappingCheck -->|No| ClearNoMapping[Set AANP_Election_Region__c<br/>to Blank]
    MappingCheck -->|Yes| MemberCheck{Is Member?<br/>Is_Member__c = TRUE}

    MemberCheck -->|No| ClearNonMember[Set AANP_Election_Region__c<br/>to Blank]
    MemberCheck -->|Yes| UpdateRegion[Set AANP_Election_Region__c<br/>= Mapped Region]

    ClearNoMapping --> End
    ClearNonMember --> End
    UpdateRegion --> End

    style Start fill:#e1f5ff
    style EntryCheck fill:#fff4e1
    style Lookup fill:#f0e1ff
    style MappingCheck fill:#fff4e1
    style MemberCheck fill:#fff4e1
    style ClearNoMapping fill:#ffe1e1
    style ClearNonMember fill:#ffe1e1
    style UpdateRegion fill:#e1ffe1
    style End fill:#e1f5ff

Key Business Rules¶

• Only applies to Person Accounts in the United States
• Election regions are only maintained for active members (Is_Member__c = true)
• Non-members have their election region field blanked out
• Region assignment depends on custom metadata type Election_Region__mdt
• State code mapping uses PersonMailingStateCode field

Dependencies¶

• Objects: Account (Person Account record type)
• Custom Fields:
• Is_Member__c (Account)
• AANP_Election_Region__c (Account)
• Custom Metadata: Election_Region__mdt with State_Code__c and Region__c fields
• Standard Fields: PersonMailingStateCode, PersonMailingCountry, IsPersonAccount

Changes¶

No specific pull request references noted in the flow metadata.

⚠️ Pre-Go-Live Concerns¶

CRITICAL - Fix Before Go-Live¶

• None identified

HIGH - Address Soon After Go-Live¶

• Missing Error Handling: No fault paths or error handling for failed metadata lookups or record updates
• Data Validation: No validation to ensure Election_Region__mdt records exist for all US states

MEDIUM - Future Enhancement¶

• Hardcoded Values: "United States" country value is hardcoded - should be configurable for international expansion
• Metadata Dependency: Flow relies on Election_Region__mdt being properly maintained

LOW - Monitor¶

• Performance: Metadata lookup on every qualifying account update could impact performance with high volume updates
• Edge Cases: Behavior undefined if multiple election regions exist for same state code

Maintenance Notes¶

This flow has moderate complexity with multiple decision points. The custom metadata dependency requires ongoing maintenance to ensure state mappings remain current. Recommend monthly review of Election_Region__mdt records and quarterly validation of flow logic.