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Flow Name: Account HL Contact Field Sync

Last Updated: 2024-12-17 Source Code: Account_HL_Contact_Field_Sync.flow-meta.xml

API Name: Account_HL_Contact_Field_Sync Status: Active Type: Custom Trigger: Person Account creation/update (before save) when specific fields change

Business Purpose

Synchronizes Person Account data to Contact record fields required by Higher Logic Community integration, ensuring community platform has access to current member information.

Process Flow

  1. Triggers on Person Account create/update when integration-relevant fields change
  2. Copies specific Account fields to corresponding Contact fields with "HL_" prefix:
  3. Directory and email exclusion preferences
  4. Community membership details
  5. Fellowship status and member type
  6. Membership status and end date
  7. Updates modification timestamp for integration tracking
  8. Performs single Contact record update with all mapped fields
📊 Click to view Process Flow Diagram 
flowchart TD
    Start([Start: Person Account<br/>Create/Update Before Save]) --> EntryCheck{Is Person Account<br/>AND<br/>Integration Field Changed?}

    EntryCheck -->|No| End([End])
    EntryCheck -->|Yes| Sync[Sync Account Fields to Contact:<br/>• HL_Exclude_From_Directory__c<br/>• HL_Exclude_From_Email__c<br/>• HL_Higher_Logic_Communities__c<br/>• HL_Fellowship__c<br/>• HL_Member_Type__c<br/>• HL_Member_Status__c<br/>• HL_Membership_End_Date__c<br/>• HL_Mod_Date__c = NOW]

    Sync --> End

    style Start fill:#e1f5ff
    style EntryCheck fill:#fff4e1
    style Sync fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules

  • Only processes Person Accounts (IsPersonAccount = true)
  • Triggers on create OR when any monitored field changes
  • Maps Account custom fields to Contact fields with HL_ prefix
  • Sets HL_Mod_Date__pc to current timestamp for integration sync
  • Before-save trigger for immediate data consistency

Dependencies

  • Person Account model with Contact relationship
  • Higher Logic integration requiring specific Contact fields
  • Account fields: Exclude_From_Directory__c, Exclude_From_Email__c, Higher_Logic_Communities__c, etc.
  • Corresponding Contact fields with HL_ prefix

⚠️ Pre-Go-Live Concerns

CRITICAL - Fix Before Go-Live

  • No critical issues identified

HIGH - Address Soon After Go-Live

  • No error handling for Contact update failures
  • Missing validation that required HL fields exist on Contact

MEDIUM - Future Enhancement

  • Add error handling for field mapping failures
  • Consider using Platform Events for real-time integration updates
  • Add logging for integration sync status

LOW - Monitor

  • Performance impact on bulk Person Account operations
  • Higher Logic integration dependency health

Maintenance Notes

Simple, focused flow with clear integration purpose. Low complexity and risk. Monitor Higher Logic integration requirements for field mapping changes.