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FLOW: Create Membership Create Data Processing Event Listener #193

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FLOW: Create Membership Create Data Processing Event Listener #193

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a80bd79
Pulling in new flow: DPEV Listener - Membership Create Flow
jenncarneiro Sep 27, 2024
8d690e5
new flow with updated recipient lookup mapped for membership
jenncarneiro Sep 27, 2024
e26863b
Retrieving changes because I got expiry notification
jenncarneiro Oct 24, 2024
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19 changes: 19 additions & 0 deletions force-app/main/default/flexipages/SalesCloudMobile_UtilityBar.flexipage-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata">
<description>The default utility bar for the Sales Cloud Mobile application.</description>
<flexiPageRegions>
<itemInstances>
<componentInstance>
<componentName>runtime_sales_todo_list:unifiedToDoListAuraWrapper</componentName>
<identifier>runtime_sales_todo_list_unifiedToDoListAuraWrapper</identifier>
</componentInstance>
</itemInstances>
<name>utilityItems</name>
<type>Region</type>
</flexiPageRegions>
<masterLabel>Sales Cloud Mobile App Utility Bar</masterLabel>
<template>
<name>one:utilityBarTemplateDesktop</name>
</template>
<type>UtilityBar</type>
</FlexiPage>
198 changes: 198 additions & 0 deletions force-app/main/default/flows/DPEV_Listener_Membership_Create_Flow.flow-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>61.0</apiVersion>
<assignments>
<description>Create a membership record with the following: Product__c = purchased product Contact__c = recipient contact on the membership form submission Account__c = recipient account on the membership form submission End Date = calculate the correct end date based upon the product purchased</description>
<name>Map_Membership_Variables</name>
<label>Map Membership Variables</label>
<locationX>176</locationX>
<locationY>386</locationY>
<assignmentItems>
<assignToReference>newMembership.Account__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Query_Membership_Form_Submission.Account__c</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Opportunity__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Query_Membership_Form_Submission.Opportunity__c</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Product__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Query_Opportunity_Product.Product2Id</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Start_Date__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>$Flow.CurrentDate</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Status__c</assignToReference>
<operator>Assign</operator>
<value>
<stringValue>Current</stringValue>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Name</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>membershipName</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.Primary_Contact__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Query_Membership_Form_Submission.Recipient__c</elementReference>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>newMembership.End_Date__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>calculatedEndDate</elementReference>
</value>
</assignmentItems>
<connector>
<targetReference>Create_Membership</targetReference>
</connector>
</assignments>
<description>Listens for the Platform Event: Create Membership, and creates a Membership record based on data in the Membership Form Submission.</description>
<environments>Default</environments>
<formulas>
<name>calculatedEndDate</name>
<dataType>Date</dataType>
<expression>IF(
TEXT({!Query_Opportunity_Product.Product2.Term_Unit__c}) = &apos;Day&apos;,
{!newMembership.Start_Date__c} + {!Query_Opportunity_Product.Product2.Term__c},
IF(
TEXT( {!Query_Opportunity_Product.Product2.Term_Unit__c} )= &apos;Week&apos;,
{!newMembership.Start_Date__c} + ({!Query_Opportunity_Product.Product2.Term__c}*7),
IF(
TEXT( {!Query_Opportunity_Product.Product2.Term_Unit__c}) = &apos;Month&apos;,
{!newMembership.Start_Date__c} + ({!Query_Opportunity_Product.Product2.Term__c}*30.14),
IF(
TEXT( {!Query_Opportunity_Product.Product2.Term_Unit__c}) = &apos;Year&apos;,
{!newMembership.Start_Date__c} + ({!Query_Opportunity_Product.Product2.Term__c}*364),
null
)
)
)

)</expression>
</formulas>
<formulas>
<name>membershipName</name>
<dataType>String</dataType>
<expression>LEFT(
{!Query_Membership_Form_Submission.Account__r.Name}
+&quot; _ &quot;+
{!Query_Opportunity_Product.Product2.Name}
+&quot; _ &quot;+
TEXT({!$Flow.CurrentDate})

,80)</expression>
</formulas>
<interviewLabel>DPEV Listener - Membership Create Flow {!$Flow.CurrentDateTime}</interviewLabel>
<label>DPEV Listener - Membership Create Flow</label>
<processMetadataValues>
<name>BuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>CanvasMode</name>
<value>
<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>OriginBuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processType>AutoLaunchedFlow</processType>
<recordCreates>
<name>Create_Membership</name>
<label>Create Membership</label>
<locationX>176</locationX>
<locationY>494</locationY>
<inputReference>newMembership</inputReference>
</recordCreates>
<recordLookups>
<description>retrieve the Membership Form Submission that created the Platform Event.</description>
<name>Query_Membership_Form_Submission</name>
<label>Query Membership Form Submission</label>
<locationX>176</locationX>
<locationY>170</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Query_Opportunity_Product</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
<value>
<elementReference>$Record.Record_Id__c</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>Membership_Form_Submission__c</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<recordLookups>
<description>Link the most recently created product on the opportunity line item for the opportunity linked to the membership form submission</description>
<name>Query_Opportunity_Product</name>
<label>Query Opportunity Product</label>
<locationX>176</locationX>
<locationY>278</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Map_Membership_Variables</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>OpportunityId</field>
<operator>EqualTo</operator>
<value>
<elementReference>Query_Membership_Form_Submission.Opportunity__c</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>OpportunityLineItem</object>
<sortField>CreatedDate</sortField>
<sortOrder>Desc</sortOrder>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<start>
<locationX>50</locationX>
<locationY>0</locationY>
<connector>
<targetReference>Query_Membership_Form_Submission</targetReference>
</connector>
<object>DPEV_Create_Membership__e</object>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Draft</status>
<variables>
<name>newMembership</name>
<dataType>SObject</dataType>
<isCollection>false</isCollection>
<isInput>false</isInput>
<isOutput>false</isOutput>
<objectType>Membership__c</objectType>
</variables>
</Flow>
9 changes: 9 additions & 0 deletions .../main/default/objects/Membership_Create_DPEV__e/Membership_Create_DPEV__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>Membership Create - Description: DATA PROCESSING EVENT: Create a membership using data from a supplied record Id | Fields: Record Id (Text 20)</description>
<eventType>HighVolume</eventType>
<label>Membership Create - DPEV</label>
<pluralLabel>Membership Create - DPEVs</pluralLabel>
<publishBehavior>PublishAfterCommit</publishBehavior>
</CustomObject>
13 changes: 13 additions & 0 deletions force-app/main/default/objects/Membership_Create_DPEV__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>
<isFilteringDisabled>false</isFilteringDisabled>
<isNameField>false</isNameField>
<isSortingDisabled>false</isSortingDisabled>
<label>Record Id</label>
<length>20</length>
<required>true</required>
<type>Text</type>
<unique>false</unique>
</CustomField>
13 changes: 13 additions & 0 deletions ...app/main/default/objects/Membership_Form_Submission__c/fields/Recipient__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>Recipient__c</fullName>
<deleteConstraint>SetNull</deleteConstraint>
<externalId>false</externalId>
<label>Recipient</label>
<referenceTo>Contact</referenceTo>
<relationshipLabel>Membership Form Submissions (Recipient)</relationshipLabel>
<relationshipName>Membership_Form_Submissions1</relationshipName>
<required>false</required>
<trackTrending>false</trackTrending>
<type>Lookup</type>
</CustomField>
13 changes: 13 additions & 0 deletions force-app/main/default/objects/User/listViews/All_Users.listView-meta.xml
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<?xml version="1.0" encoding="UTF-8"?>
<ListView xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>All_Users</fullName>
<columns>FULL_NAME</columns>
<columns>CORE.USERS.ALIAS</columns>
<columns>CORE.USERS.USERNAME</columns>
<columns>CORE.USER_ROLE.NAME</columns>
<columns>CORE.USERS.ACTIVE</columns>
<columns>CORE.PROFILE.NAME</columns>
<filterScope>Everything</filterScope>
<label>All Users</label>
<language>en_US</language>
</ListView>