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FLOW: Create a membership upgrade/downgrade data processing flow #179

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DebbieN-SF
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can't see how to test myself as not sure on data requirements to trigger creating a membership let alone downgrade/upgrade. perhaps someone who understands this can take a look at the test org and give me some feedback?

Critical Changes

created two flows as couldn't see how to create one flow triggered by different platform events
DPEV Listener - Membership Upgrade
DPEV Listener - Membership Downgrade

Changes

created product family of membership

Issues Closed

selfuntitled and others added 2 commits June 6, 2024 10:27
DPEV_Listener_Membership_Downgrade
DPEV_Listener_Membership_Upgrade
added picklist value for product family of Membership
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Flow Error Details

Flow Details

Flow API Name: DPEV_Listener_Membership_Upgrade
Type: Autolaunched Flow
Version: 1
Status: Active
Org: Membership-Management - Dev Org (00D8F0000016bn6)

Flow Interview Details

Interview Label: DPEV Listener - Membership Upgrade 6/25/2024, 6:20 AM
Interview GUID: 613128f6d72f8fae9cfc315769831904f30bf-28ed
Current User: User User (0058F000006a20K)
Start time: 6/25/2024, 6:20 AM

Duration: 0 seconds

How the Interview Started
User User (0058F000006a20K) started the flow interview.
API Version for Running the Flow: 59
Some of this flow's variables were set when the interview started.
$Record = DPEV_Membership_Upgrade__e (No ID)
GET RECORDS: Get Membership Opportunity Product
Find all OpportunityLineItem records where:
Id Equals {!$Record.Record_Id__c} (00k8F000004ytMcQAI)
Store the values of these fields in Get_Membership_Opportunity_Product: Product2Id, OpportunityId, Id, Membership__c
Result
Successfully found records.
GET RECORDS: Get the related Membership
Find all Membership__c records where:
Id Equals {!Get_Membership_Opportunity_Product.Membership__c} (null)
Store the values of these fields in Get_the_related_Membership: Product__c, Id, End_Date__c
Result
Failed to find records.
DECISION: Check Membership Opportunity Product has changed
Outcome executed: Update_Membership_opportunity_product
Outcome conditions:
{!Get_the_related_Membership.Product__c} (null) Does not equal {!Get_Membership_Opportunity_Product.Id} (00k8F000004ytMcQAI)
All conditions must be true (AND)
ASSIGNMENT: Assign new Membership product
{!Get_the_related_Membership.Product__c} Equals {!recordid}
{!Get_the_related_Membership.End_Date__c} Equals {!CalculateNewEndDate}
Result
{!Get_the_related_Membership.Product__c} = "null"
{!Get_the_related_Membership.End_Date__c} = "June 25, 2024"
UPDATE RECORDS: Update Membership with new product
Update Membership__c records whose IDs are stored in {!Get_the_related_Membership}.
Variable Values
[Product__c=null,End_Date__c=6/24/2024, 5:00 PM]
Result
Failed to update records whose IDs are in {!Get_the_related_Membership}.
Error Occurred: If you use a record variable to update or delete records, the ID value in the variable must be populated.
Salesforce Error ID: 126410627-7131 (-1259174784)

also updated the calculation of end date for membership
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Needs add Product to Membership instead of OpportunityLineItem.
Also, consider making these two flows one auto launched flow with two PEV-triggered flows launching it.

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Changes requested directly with Debbie

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3 participants