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Flow Name: On Product: Assign Product Categories

Last Updated: 2024-08-14 Source Code: On_Product_Assign_Product_Categories.flow-meta.xml

API Name: On_Product_Assign_Product_Categories Status: Active Type: Custom Trigger: After Save on Product2 record when IsVisibleInProductCatalog__c field changes

Business Purpose

Automatically manages product category assignments based on product visibility and category configuration. Assigns products to appropriate categories for catalog display and removes assignments when products become invisible.

Process Flow

  1. Visibility Check: Evaluates if product IsVisibleInProductCatalog__c is true
  2. Category Retrieval: Gets all ProductCategory records from the system
  3. Category Filtering: Filters categories to match:
  4. Product_Category__c field value
  5. Root_Category__c field value
  6. Category named "Products"
  7. Assignment Cleanup: Deletes existing ProductCategoryProduct assignments for the product
  8. New Assignments: Creates new ProductCategoryProduct records for filtered categories
  9. Invisible Product Handling: For invisible products, assigns to "IsNotvisibleincatalog" category
📊 Click to view Process Flow Diagram 
flowchart TD
    Start([Start: After Save on Product2 record when IsVisibleInProductCatalog__c field changes]) --> Lookup[Lookup Related Data]

    Lookup --> Found{Data<br/>Found?}
    Found -->|No| End([End])
    Found -->|Yes| Calculate[Calculate/Determine Values]

    Calculate --> Update[Update Records]
    Update --> End

    style Start fill:#e1f5ff
    style Lookup fill:#f0e1ff
    style Found fill:#fff4e1
    style Calculate fill:#e1ffe1
    style Update fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules

  • Only processes when IsVisibleInProductCatalog__c field changes
  • Visible products assigned to categories based on Product_Category__c, Root_Category__c, and "Products"
  • Invisible products assigned to special "IsNotvisibleincatalog" category
  • Deletes all existing category assignments before creating new ones
  • Bulk processes category assignments for efficiency

Dependencies

  • Product2 object with fields: IsVisibleInProductCatalog__c, Product_Category__c, Root_Category__c
  • ProductCategory object with Name field
  • ProductCategoryProduct junction object for assignments
  • Special ProductCategory named "IsNotvisibleincatalog"

Changes

PR-29111: On is Visible on Categories field change: Assign Categories to be shown on Portal based on Root Category and Product Category fields

⚠️ Pre-Go-Live Concerns

CRITICAL - Fix Before Go-Live

  • Special Category Dependency: Flow fails if "IsNotvisibleincatalog" category doesn't exist
  • Category Name Dependencies: Logic relies on exact category names matching product field values

HIGH - Address Soon After Go-Live

  • Bulk Assignment Performance: Could timeout with large numbers of products/categories
  • Assignment Deletion: Deletes all assignments before recreating, causing temporary display issues
  • "Products" Category: Hard-coded reference to "Products" category may not exist

MEDIUM - Future Enhancement

  • Add error handling for missing categories
  • Implement incremental assignment updates instead of delete/recreate
  • Add validation that required categories exist before assignment
  • Consider caching category lookups for performance

LOW - Monitor

  • Performance with high-volume product catalog updates
  • Category assignment synchronization timing
  • Impact of temporary assignment deletion on user experience

Maintenance Notes

Complex flow with multiple category filtering and assignment logic. Monitor for performance issues with large product catalogs. Ensure special categories ("Products", "IsNotvisibleincatalog") exist and maintain consistent naming. Consider refactoring delete/recreate pattern for better performance.