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Flow Name: Create Customer Users On Person Account Import

Last Updated: 2025-07-16 Source Code: Create_Customer_Users_On_Person_Account_Import.flow-meta.xml

API Name: Create_Customer_Users_On_Person_Account_Import Status: Active Type: Custom Trigger: After Save - Account Record Create/Update for Person Accounts with Customer User Import flag

Business Purpose

This flow automates the creation of customer users during data import processes by identifying Person Accounts marked for user creation and calling a subflow to provision the necessary buyer user accounts. This streamlines bulk user provisioning during system migrations or data imports.

Process Flow

  1. Trigger: Flow executes after Account record is created or updated
  2. Filter Criteria: Only processes records where:
  3. IsPersonAccount = true (Person Account type)
  4. Customer_User_On_Import__c = true (custom flag indicating user should be created)
  5. Subflow Execution: Calls "On_Create_customer_user_Custom_Create_a_Buyer_user" subflow
  6. Parameter Passing:
  7. Passes Account ID as recordId parameter
  8. Sets var_SetAsMigratedUsers = true to mark users as migrated
📊 Click to view Process Flow Diagram 
flowchart TD
    Start([Start: After Save - Account Record Create/Update for Person Accounts with Customer User Import flag]) --> Screen[Display Screen:<br/>User Input Required]

    Screen --> UserInput[User Enters Data]
    UserInput --> Process[Process Input]
    Process --> Action[Execute Action]
    Action --> End([End])

    style Start fill:#e1f5ff
    style Screen fill:#fff4e1
    style UserInput fill:#e1ffe1
    style Process fill:#ffe1e1
    style Action fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules

  • Only applies to Person Accounts (not Business Accounts)
  • Requires custom field Customer_User_On_Import__c to be set to true
  • Automatically marks created users as migrated users
  • Executes after the Account record is saved (after-save trigger)

Dependencies

  • Account object with IsPersonAccount field
  • Custom field Customer_User_On_Import__c on Account object
  • Subflow: On_Create_customer_user_Custom_Create_a_Buyer_user
  • Person Account functionality must be enabled in the org

Changes

No specific pull request or change notes documented in the flow metadata.

⚠️ Pre-Go-Live Concerns

CRITICAL - Fix Before Go-Live

  • Missing Error Handling: No fault paths or exception handling if subflow fails
  • No Validation: No checks to ensure Person Account has required data before user creation
  • Dependency Risk: Complete reliance on subflow without fallback options

HIGH - Address Soon After Go-Live

  • Bulk Processing Impact: After-save trigger on Account could cause performance issues during large imports
  • User Creation Failures: No mechanism to handle or report failed user creations
  • Data Integrity: No verification that user was successfully created

MEDIUM - Future Enhancement

  • Audit Trail: No logging of which accounts trigger user creation
  • Configurable Marking: Hardcoded migration flag could be made configurable
  • Conditional Logic: Could benefit from additional business rule validations

LOW - Monitor

  • Import Process Documentation: Process for setting Customer_User_On_Import__c flag needs documentation
  • Cleanup Process: No automatic reset of the import flag after processing

Maintenance Notes

This flow is part of a critical data import and user provisioning process. It has medium complexity due to its dependency on the subflow. Should be reviewed whenever: - Person Account structure changes - User provisioning requirements change - Large data imports are planned - The dependent subflow is modified

Recommended Review Schedule: Before any major data imports and quarterly for maintenance

Critical Dependencies: Success entirely depends on the On_Create_customer_user_Custom_Create_a_Buyer_user subflow functioning correctly