Flow Name: I2C Platform Event Order Payment Made¶

Last Updated: 2025-10-22 Source Code: I2C_Platform_Event_Order_Payment_Made.flow-meta.xml

API Name: I2C_Platform_Event_Order_Payment_Made Status: Active Type: Custom Trigger: Platform Event (Order_Payment_Made__e)

Business Purpose¶

This flow automatically processes payment notifications from the payment processor and updates order records, creates Order Summaries for fulfillment, and ensures proper order activation when payments are received.

Process Flow¶

Payment Event Received: Platform event triggers with order and payment details
Order Lookup: Retrieves order and account information
Payment Amount Check: Determines if order is paid in full or partially paid
Full Payment Path:
Checks for existing Order Summary
If missing Order Delivery Groups, creates Digital Delivery group
Updates all Order Items with delivery group assignments
Creates Order Summary for fulfillment
Updates Order and Order Summary status to "Activated" and "Paid"
Partial Payment Path: Updates running payment total on order
UI Refresh: Triggers page refresh event for real-time updates

Key Processing Paths¶

Path 1: Partial Payment Processing¶

When payment amount is less than total order amount: 1. Updates Order payment amount with running total 2. Keeps order in current status 3. Creates page refresh event for UI update

Path 2: Full Payment Processing¶

When payment amount equals or exceeds total order amount: 1. Updates Order status to "Activated" and payment status to "Paid" 2. Checks for existing Order Summary 3. If Order Summary exists: Updates status to "Paid" 4. If Order Summary doesn't exist: Creates new Order Summary and related fulfillment records

Order Summary Creation Process¶

Prerequisites Check¶

Identifies Order Items missing Order Delivery Groups
Creates Order Delivery Group with Digital Delivery method if needed
Updates all Order Items with proper delivery group assignments

Order Summary Creation¶

Uses Salesforce Connect API createOrderSummary action
Associates Order Summary with the original Order
Sets Order Summary name to Order Number for easy identification
Updates Order record with Order Summary reference

Order Delivery Group Management¶

For orders missing delivery groups on order items: 1. Digital Delivery Method Lookup: Finds active "Digital Delivery" method 2. Order Delivery Group Creation: Creates group with Account name as delivery recipient 3. Order Item Assignment: Updates all order items with new delivery group ID 4. Type Classification: Sets Order Item type to "Order Product"

Payment Amount Calculation¶

Calculates new total paid: BLANKVALUE(Current_Payment_Amount, 0) + Added_Payment
Handles scenarios where no previous payments exist
Maintains running total across multiple payments

Data Flow¶

Order Retrieval: Gets Order details including current payment amount and total
Account Lookup: Retrieves Account information for delivery group creation
Payment Evaluation: Determines if order is paid in full or partial payment
Order Summary Check: Verifies if Order Summary already exists
Fulfillment Setup: Creates necessary fulfillment infrastructure (delivery groups, order summary)
Status Updates: Updates Order and Order Summary statuses appropriately
Notification: Creates page refresh event for UI updates

Status Management¶

Order Status: Updated to "Activated" when paid in full
Payment Status: Set to "Paid" when total amount is reached
Order Summary Status: Set to "Paid" to trigger fulfillment processes

Integration Points¶

Platform Event: Order_Payment_Made__e - triggers the flow
Chargent Orders: Source of payment notification events
Order Management: Updates Order records with payment and status information
Order Fulfillment: Creates Order Summary records for fulfillment processing
Digital Delivery: Associates orders with digital delivery methods
Page Refresh Events: Page_Refresher__e - triggers UI updates

Error Handling¶

Graceful handling of missing delivery methods
Null-safe payment amount calculations
Proper handling of scenarios where Order Summary already exists
Validation of required fields before Order Summary creation

Performance Considerations¶

Efficient bulk processing of Order Items through collections
Single DML operations for Order Item updates
Strategic use of lookup queries to minimize SOQL usage
Platform event processing ensures asynchronous, scalable execution

📊 Click to view Process Flow Diagram

flowchart TD
    Start([Start: Order Payment Made Event]) --> GetOrder[Get Order & Account]
    GetOrder --> CalcTotal[Calculate New Total Paid]

    CalcTotal --> CheckPaid{Paid in Full?}
    CheckPaid -->|No| UpdatePartial[Update Payment Amount]
    CheckPaid -->|Yes| CheckSummary[Check for Order Summary]

    CheckSummary --> SummaryExists{Summary Exists?}
    SummaryExists -->|Yes| UpdateStatus1[Update Summary to Paid]
    SummaryExists -->|No| CheckDG[Check Order Delivery Groups]

    CheckDG --> NeedsDG{Missing Delivery Groups?}
    NeedsDG -->|Yes| CreateDG[Create Digital Delivery Group]
    NeedsDG -->|No| ActivateOrder[Update Order to Activated]

    CreateDG --> UpdateItems[Update Order Items]
    UpdateItems --> ActivateOrder

    ActivateOrder --> CreateSummary[Create Order Summary]
    CreateSummary --> LinkSummary[Link Summary to Order]
    LinkSummary --> UpdateStatus2[Update Summary to Paid]

    UpdatePartial --> Refresh1[Create Page Refresh Event]
    UpdateStatus1 --> UpdateOrder2[Update Order Status]
    UpdateOrder2 --> Refresh2[Create Page Refresh Event]
    UpdateStatus2 --> Refresh3[Create Page Refresh Event]

    Refresh1 --> End([End])
    Refresh2 --> End
    Refresh3 --> End

    style Start fill:#e1f5ff
    style CheckPaid fill:#fff4e1
    style SummaryExists fill:#fff4e1
    style NeedsDG fill:#fff4e1
    style CreateSummary fill:#ffe1e1
    style UpdateStatus1 fill:#ffe1e1
    style UpdateStatus2 fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules¶

Payment Calculation: Running total = Current Payment Amount + Added Payment (handles null values)
Full Payment Threshold: Order considered paid when total payments >= order total amount
Order Status: Updates to "Activated" only when paid in full
Payment Status: Set to "Paid" on both Order and Order Summary when fully paid
Order Delivery Group: Required for Order Summary creation; automatically creates "Digital Delivery" group if missing
Order Item Classification: All items assigned type "Order Product" during delivery group setup

Dependencies¶

Platform Event: Order_Payment_Made__e (trigger)
Platform Event: Page_Refresher__e (for UI updates)
Standard Objects: Order, OrderItem, OrderSummary, OrderDeliveryGroup, OrderDeliveryMethod, Account
Connect API: createOrderSummary action
Chargent: Payment processing integration

Changes¶

No specific PR references found in the flow description or comments.

Pre-Go-Live Concerns¶

CRITICAL - Fix Before Go-Live¶

None identified

HIGH - Address Soon After Go-Live¶

Missing Error Handling: No fault connector on Order Summary creation could cause silent failures
Race Conditions: Async platform event processing may cause timing issues if multiple payments arrive simultaneously

MEDIUM - Future Enhancement¶

Hardcoded Values: "Digital Delivery" method name is hardcoded; consider using metadata/custom settings
Partial Payment Tracking: No notification or tracking when partial payments are made
Performance: Multiple sequential queries could be optimized with bulkified processing

LOW - Monitor¶

Page Refresh Events: Multiple refresh events created; monitor for performance impact
Order Item Loop: Processes items individually; monitor for governor limit concerns with large orders

Maintenance Notes¶

Complexity: Medium to High - Multiple decision paths and Order Management System integration points

Review Schedule: Quarterly review recommended due to payment processing criticality

Testing Requirements: - Test partial payment scenarios - Test Order Summary creation with and without existing summaries - Test Order Delivery Group creation for missing groups - Verify page refresh functionality - Test error scenarios (missing delivery method, invalid order states)