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Flow Name: Update Buyer Group Member On Create

Last Updated: 2025-10-22 Source Code: https://github.com/AANP-IT/I2C.Salesforce.Metadata/blob/STAGING/force-app/main/default/flows/Update_Buyer_Group_Member_On_Create.flow-meta.xml

API Name: Update_Buyer_Group_Member_On_Create Status: Active Type: Custom Trigger: After BuyerGroupMember record is created

Business Purpose

This flow maintains a consolidated list of buyer group memberships on Account records by updating the BuyerGroupIds__c field when new BuyerGroupMember records are created. This provides a quick reference field for buyer group associations without requiring complex relationship queries.

Process Flow

  1. BuyerGroupMember Created: New buyer group membership is created
  2. Lookup Account: Retrieves the related Account record using BuyerId
  3. Validate Account Found: Checks if account exists before proceeding
  4. Clear Existing List: Resets the BuyerGroupIds__c field to empty
  5. Query All Memberships: Retrieves all BuyerGroupMember records for this account
  6. Loop Through Memberships: Iterates through each membership and collects buyer group IDs
  7. Build Comma-Separated List: Concatenates all buyer group IDs with commas
  8. Update Account: Saves the updated BuyerGroupIds__c field to the account record
📊 Click to view Process Flow Diagram 
flowchart TD
    Start([Start: BuyerGroupMember Created]) --> Lookup[Lookup Related Account]

    Lookup --> Found{Account<br/>Found?}
    Found -->|No| End([End])
    Found -->|Yes| Clear[Clear BuyerGroupIds Field]

    Clear --> QueryAll[Query All BuyerGroupMembers<br/>for Account]
    QueryAll --> Loop[Loop Through All Memberships]
    Loop --> Build[Build Comma-Separated<br/>ID List]
    Build --> Update[Update Account<br/>BuyerGroupIds Field]
    Update --> End

    style Start fill:#e1f5ff
    style Lookup fill:#f0e1ff
    style Found fill:#fff4e1
    style Clear fill:#e1ffe1
    style QueryAll fill:#f0e1ff
    style Loop fill:#e1ffe1
    style Build fill:#e1ffe1
    style Update fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules

  • Rebuilds entire buyer group ID list for the account (not incremental)
  • Stores buyer group IDs as comma-separated string in BuyerGroupIds__c field
  • Only updates account if buyer group IDs are found
  • Provides denormalized data for faster access without relationship queries
  • Runs after BuyerGroupMember record is saved

Dependencies

  • Objects: BuyerGroupMember, Account
  • Fields:
  • BuyerGroupMember: BuyerId, BuyerGroupId
  • Account: BuyerGroupIds__c (text field for comma-separated list)
  • Relationships: BuyerGroupMember.BuyerId → Account.Id

Changes

No specific pull requests or changes documented in flow metadata.

⚠️ Pre-Go-Live Concerns

CRITICAL - Fix Before Go-Live

None identified.

HIGH - Address Soon After Go-Live

  • No error handling: If account lookup fails or update fails, process fails silently
  • Performance concern: Full list rebuild on every new membership is inefficient
  • Field length limit: BuyerGroupIds__c text field could exceed limits with many buyer groups

MEDIUM - Future Enhancement

  • Consider incremental approach (append new ID instead of rebuilding entire list)
  • Add error handling and logging for troubleshooting
  • Monitor BuyerGroupIds__c field length usage
  • Consider using Set collection to prevent duplicate IDs

LOW - Monitor

  • Test with accounts having many buyer group memberships (20+ groups)
  • Verify field length is adequate for expected number of buyer groups
  • Consider alternative storage (Custom Metadata or junction object) if performance becomes issue

Maintenance Notes

  • Complexity: Medium - uses queries, loops, and string concatenation
  • Review Schedule: When buyer group processes change or performance issues arise
  • Testing Focus: Test with accounts having 0, 1, 5, 10, and 20+ buyer group memberships
  • Performance Note: Each new buyer group membership triggers full list rebuild for that account