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TAP-902: MS Team - To check the logic and any bad code practice for the list of flows mentioned and merge if required

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Description:

Persona + Need + Purpose

As a System admin

I want to make sure there are no issues with existing flows

So that Batch processing gift/pledge creation & updates/transactions run smoothly without CPU limit errors or SOQL 201 errors.

Batch closing is one of the scenario that created the gift/pledge and transactions at the backend and there are lot of process builders and flows that are being called

Business Area:

Batch Processing/GA

Business Value:

Best code practice

Implementation:

To avoid hitting governor limits on a single synchronous transaction(DML limit of 150, SOQL limit of 200) and avoid the unwanted recursion of flow calls because of roll-up summary fields not related to the flows’s logic, the team has implemented the following:

  • A parent flow is created for each triggering sObject.

    • Gift

    • Gift Implementation

    • Transaction

  • Flows are then translated to sub-flows. This is created with considerations to the original Flow Trigger order of each object.

  • Roll-up summary fields changes on Gift object is filtered to avoid recurring run of subflows triggered on Gift sObject.

Metadata Components and Changes:

* Items in red are deactivated

Developer Name

Type

Description

sObject

New/Modify

USYD_Automate_task_for_GA_for_Pledge_subflow
Flow
auto-launched flow
Gift/Pledge
New
USYD_AQC_Donor_Contact_Type_Auto_Updater_subflow
Flow
auto-launched flow
Gift/Pledge
New
USYD_Gift_Pledge_On_Create_After_Save_subflow
Flow
auto-launched flow
Gift/Pledge
New
USYD_Gift_Pledge_Update_subflow
Flow
auto-launched flow
Gift/Pledge
New
USYD_Gift_Derivation_subflow
Flow
auto-launched flow
Gift/Pledge
New
Gift_Main_Flow
Flow
record-triggered flow
Gift/Pledge
New
USYD_GIN_Stage_based_Update_Before_Save_subflow
Flow
auto-launched flow
Gift Implementation
New
USYD_Usyd_Update_Gift_Implementation_Status_subflow
Flow
auto-launched flow
Gift Implementation
New
Gift_Implementation_Main_Flow
Flow
record-triggered flow
Gift Implementation
New
USYD_Populate_Chart_of_Accounts_in_Transaction_subflow
Flow
auto-launched flow
Transaction
New
USYD_Transaction_Roll_up_to_Gift_Pledge_fields_subflow
Flow
auto-launched flow
Transaction
New
USYD_Campaign_member_status_update_when_new_transaction_created_subflow
Flow
auto-launched flow
Transaction
New
USYD_Pledge_is_Due_To_Be_Paid_Out_subflow
Flow
auto-launched flow
Transaction
New
USYD_Description_HOLD_RECEIPT_subflow
Flow
auto-launched flow
Transaction
New
USYD_Transaction_Update_subflow
Flow
auto-launched flow
Transaction
New
Transaction_Main_Flow
Flow
record-triggered flow
Transaction
New
CUSTOM_NOTIFICATION_TYPE_ID_SYDNEY_STANDARD_NOTIFICATION
CustomLabel
custom label

New
Automate_task_for_GA_for_Pledge
PB
process builder
Gift/Pledge
Deactivated
USYD_Populate_Chart_of_Accounts_in_Transaction
PB
process builder
Transaction
Deactivated
Usyd_Transaction_surface_up_Pledge_WO_Notation_to_Gift
PB
process builder
Transaction
Deactivated
pledge_is_due_to_paid_out
PB
process builder
Transaction
Deactivated
Description_HOLD_RECEIPT
PB
process builder
Transaction
Deactivated
AQC_Donor_Contact_Type_Auto_Updater
Flow
record-triggered flow
Gift/Pledge
Deactivated
Gift_Pledge_On_Create_After_Save
Flow
record-triggered flow
Gift/Pledge
Deactivated
USYD_Gift_Pledge_Update
Flow
record-triggered flow
Gift/Pledge
Deactivated
Usyd_Gift_Driver_Derivation
Flow
record-triggered flow
Gift/Pledge
Deactivated
GIN_Stage_based_Update_Before_Save
Flow
record-triggered flow
Gift Implementation
Deactivated
Usyd_Update_Gift_Implementation_Status
Flow
record-triggered flow
Gift Implementation
Deactivated
Usyd_Campaign_member_status_update_when_new_transaction_created
Flow
record-triggered flow
Transaction
Deactivated
USYD_Transaction_Update
Flow
record-triggered flow
Transaction
Deactivated

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