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FLOW: Create a Membership Transaction Business Process Listener Flow #164

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FLOW: Create a Membership Transaction Business Process Listener Flow #164

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2f318e0
Platform Events, Flow, and Product field
michaelpierce213 Feb 7, 2024
84b59a7
Agreed upon Flow between conflicting Tasks
michaelpierce213 Feb 7, 2024
802cd06
API version to 48
selfuntitled Apr 26, 2024
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2 changes: 1 addition & 1 deletion cumulusci.yml
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Expand Up @@ -3,7 +3,7 @@ project:
name: Membership-Management
package:
name: Membership-Management
api_version: '59.0'
api_version: '48.0'
source_format: sfdx

tasks:
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228 changes: 228 additions & 0 deletions force-app/main/default/flows/DPEV_Listener.flow-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>59.0</apiVersion>
<decisions>
<name>Is_Membership_lookup_populated</name>
<label>Is Membership lookup populated?</label>
<locationX>314</locationX>
<locationY>278</locationY>
<defaultConnector>
<targetReference>Get_Membership</targetReference>
</defaultConnector>
<defaultConnectorLabel>Yes</defaultConnectorLabel>
<rules>
<name>No_MembershipLookupNotPopulated</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>Get_OpportunityLineItem.Membership__c</leftValueReference>
<operator>IsNull</operator>
<rightValue>
<booleanValue>true</booleanValue>
</rightValue>
</conditions>
<connector>
<targetReference>Create_DPEV_Membership_Finder_PE</targetReference>
</connector>
<label>No</label>
</rules>
</decisions>
<decisions>
<name>Is_OpportunityProduct_same_as_Membership_Product</name>
<label>Is OpportunityProduct same as Membership Product?</label>
<locationX>578</locationX>
<locationY>494</locationY>
<defaultConnector>
<targetReference>Is_this_an_upgrade_or_downgrade</targetReference>
</defaultConnector>
<defaultConnectorLabel>No</defaultConnectorLabel>
<rules>
<name>Yes_ProductsMatch</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>Get_OpportunityLineItem.Product2Id</leftValueReference>
<operator>EqualTo</operator>
<rightValue>
<elementReference>Get_Membership.Product__c</elementReference>
</rightValue>
</conditions>
<connector>
<targetReference>Create_DPEV_Extend_Membership</targetReference>
</connector>
<label>Yes</label>
</rules>
</decisions>
<decisions>
<description>Evaluates a custom field on the OpportunityLineItem.Product2</description>
<name>Is_this_an_upgrade_or_downgrade</name>
<label>Is this an upgrade or downgrade?</label>
<locationX>842</locationX>
<locationY>602</locationY>
<defaultConnectorLabel>No Change</defaultConnectorLabel>
<rules>
<name>Upgrade</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>Get_OpportunityLineItem.Product2.Membership_Weight__c</leftValueReference>
<operator>GreaterThan</operator>
<rightValue>
<elementReference>Get_Membership.Product__r.Membership_Weight__c</elementReference>
</rightValue>
</conditions>
<connector>
<targetReference>Create_DPEV_Membership_Upgrade_PE</targetReference>
</connector>
<label>Upgrade</label>
</rules>
<rules>
<name>Downgrade</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>Get_OpportunityLineItem.Product2.Membership_Weight__c</leftValueReference>
<operator>LessThan</operator>
<rightValue>
<elementReference>Get_Membership.Product__r.Membership_Weight__c</elementReference>
</rightValue>
</conditions>
<connector>
<targetReference>Create_DPEV_Membership_Downgrade_PE</targetReference>
</connector>
<label>Downgrade</label>
</rules>
</decisions>
<description>Platform Event triggered Flow that evaluates the next action to take in Membership processing</description>
<environments>Default</environments>
<interviewLabel>DPEV Listener {!$Flow.CurrentDateTime}</interviewLabel>
<label>BPEV Listener - Create Membership Transaction Process</label>
<processMetadataValues>
<name>BuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>CanvasMode</name>
<value>
<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>OriginBuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processType>AutoLaunchedFlow</processType>
<recordCreates>
<description>Create a</description>
<name>Create_DPEV_Extend_Membership</name>
<label>Create DPEV - Extend Membership</label>
<locationX>314</locationX>
<locationY>602</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
<elementReference>Get_Membership.Id</elementReference>
</value>
</inputAssignments>
<object>DPEV_Extend_Membership__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordCreates>
<description>Creates a Platform Event where Record_Id__c = Id of the OpportunityLineItem</description>
<name>Create_DPEV_Membership_Downgrade_PE</name>
<label>Create DPEV - Membership Downgrade PE</label>
<locationX>842</locationX>
<locationY>710</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
<elementReference>$Record.Record_Id__c</elementReference>
</value>
</inputAssignments>
<object>DPEV_Membership_Downgrade__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordCreates>
<description>Creates a Platform Event where Record_Id__c = OpportunityLineItem Id</description>
<name>Create_DPEV_Membership_Finder_PE</name>
<label>Create DPEV - Membership Finder PE</label>
<locationX>50</locationX>
<locationY>386</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
<elementReference>$Record.Record_Id__c</elementReference>
</value>
</inputAssignments>
<object>DPEV_Membership_Finder__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordCreates>
<description>Creates a Platform Event where Record_Id__c = Id of the OpportunityLineItem</description>
<name>Create_DPEV_Membership_Upgrade_PE</name>
<label>Create DPEV - Membership Upgrade PE</label>
<locationX>578</locationX>
<locationY>710</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
<elementReference>$Record.Record_Id__c</elementReference>
</value>
</inputAssignments>
<object>DPEV_Membership_Upgrade__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordLookups>
<description>Queries Membership record where Id = Membership__c lookup on OpporutnityLineItem</description>
<name>Get_Membership</name>
<label>Get Membership</label>
<locationX>578</locationX>
<locationY>386</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Is_OpportunityProduct_same_as_Membership_Product</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
<value>
<elementReference>Get_OpportunityLineItem.Membership__c</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>Membership__c</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<recordLookups>
<name>Get_OpportunityLineItem</name>
<label>Get OpportunityLineItem</label>
<locationX>314</locationX>
<locationY>170</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Is_Membership_lookup_populated</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
<value>
<elementReference>$Record.Record_Id__c</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>OpportunityLineItem</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<start>
<locationX>188</locationX>
<locationY>0</locationY>
<connector>
<targetReference>Get_OpportunityLineItem</targetReference>
</connector>
<object>BPEV_Membership_Transaction__e</object>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Active</status>
</Flow>
55 changes: 55 additions & 0 deletions force-app/main/default/flows/UTILITY_create_PE.flow-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>59.0</apiVersion>
<environments>Default</environments>
<interviewLabel>UTILITY - create PE {!$Flow.CurrentDateTime}</interviewLabel>
<label>UTILITY - create PE</label>
<processMetadataValues>
<name>BuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>CanvasMode</name>
<value>
<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>OriginBuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processType>Flow</processType>
<recordCreates>
<name>Create_PE</name>
<label>Create PE</label>
<locationX>176</locationX>
<locationY>134</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
<elementReference>varRecordID</elementReference>
</value>
</inputAssignments>
<object>BPEV_Membership_Transaction__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<start>
<locationX>50</locationX>
<locationY>0</locationY>
<connector>
<targetReference>Create_PE</targetReference>
</connector>
</start>
<status>Draft</status>
<variables>
<name>varRecordID</name>
<dataType>String</dataType>
<isCollection>false</isCollection>
<isInput>true</isInput>
<isOutput>false</isOutput>
</variables>
</Flow>
5 changes: 4 additions & 1 deletion force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml
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Expand Up @@ -27,6 +27,10 @@
<behavior>Edit</behavior>
<field>Downgrade_Path__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Membership_Weight__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
Expand Down Expand Up @@ -116,7 +120,6 @@
<actionType>StandardButton</actionType>
<sortOrder>3</sortOrder>
</platformActionListItems>

<platformActionListItems>
<actionName>NewEvent</actionName>
<actionType>QuickAction</actionType>
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6 changes: 5 additions & 1 deletion force-app/main/default/layouts/Product2-Product Layout.layout-meta.xml
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Expand Up @@ -29,6 +29,10 @@
<behavior>Edit</behavior>
<field>Family</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Membership_Weight__c</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsTopToBottom</style>
</layoutSections>
Expand Down Expand Up @@ -86,7 +90,7 @@
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
<summaryLayout>
<masterLabel>00h6t000002OIPt</masterLabel>
<masterLabel>00hDH000005vnmz</masterLabel>
<sizeX>4</sizeX>
<sizeY>0</sizeY>
<summaryLayoutStyle>Default</summaryLayoutStyle>
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9 changes: 9 additions & 0 deletions ...ult/objects/BPEV_Membership_Transaction__e/BPEV_Membership_Transaction__e.object-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Platform Event that triggers logic based upon the Opportunity Line Item provided</description>
<eventType>HighVolume</eventType>
<label>BPEV - Membership Transaction</label>
<pluralLabel>BPEV - Membership Transactions</pluralLabel>
<publishBehavior>PublishAfterCommit</publishBehavior>
</CustomObject>
14 changes: 14 additions & 0 deletions ...pp/main/default/objects/BPEV_Membership_Transaction__e/fields/Record_Id__c.field-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Record_Id__c</fullName>
<externalId>false</externalId>
<inlineHelpText>OpportunityLineItem Id</inlineHelpText>
<isFilteringDisabled>false</isFilteringDisabled>
<isNameField>false</isNameField>
<isSortingDisabled>false</isSortingDisabled>
<label>Record Id</label>
<length>255</length>
<required>false</required>
<type>Text</type>
<unique>false</unique>
</CustomField>
9 changes: 9 additions & 0 deletions .../main/default/objects/DPEV_Extend_Membership__e/DPEV_Extend_Membership__e.object-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Platform Event to allow data processing for renewal</description>
<eventType>HighVolume</eventType>
<label>DPEV - Extend Membership</label>
<pluralLabel>DPEV - Extend Memberships</pluralLabel>
<publishBehavior>PublishAfterCommit</publishBehavior>
</CustomObject>
14 changes: 14 additions & 0 deletions force-app/main/default/objects/DPEV_Extend_Membership__e/fields/Record_Id__c.field-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Record_Id__c</fullName>
<description>Membership Id</description>
<externalId>false</externalId>
<isFilteringDisabled>false</isFilteringDisabled>
<isNameField>false</isNameField>
<isSortingDisabled>false</isSortingDisabled>
<label>Record Id</label>
<length>255</length>
<required>false</required>
<type>Text</type>
<unique>false</unique>
</CustomField>
9 changes: 9 additions & 0 deletions ...default/objects/DPEV_Membership_Downgrade__e/DPEV_Membership_Downgrade__e.object-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
<deploymentStatus>Deployed</deploymentStatus>
<description>Platform Event that triggers a membership downgrade</description>
<eventType>HighVolume</eventType>
<label>DPEV - Membership Downgrade</label>
<pluralLabel>DPEV - Membership Downgrades</pluralLabel>
<publishBehavior>PublishAfterCommit</publishBehavior>
</CustomObject>
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