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Check membership renewal functionality #217

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ecbb7e2
Product2.Category__c picklist field added
jenncarneiro Jul 31, 2025
ab921a2
Updated the Membership Finder to locate a matching membership across …
jenncarneiro Jul 31, 2025
ca523f5
Updated decision criteria to continue if a membership value is popula…
jenncarneiro Jul 31, 2025
8fcd38c
update the matching for existing memberships to look for similar prod…
jenncarneiro Jul 31, 2025
0cc728f
update the matching for existing memberships to look for similar prod…
jenncarneiro Jul 31, 2025
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94 changes: 82 additions & 12 deletions force-app/main/default/flows/DPEV_Listener_Membership_Finder.flow-meta.xml
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Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,7 @@
<name>AssignMembershiptoOpportunityProduct</name>
<label>AssignMembershiptoOpportunityProduct</label>
<locationX>50</locationX>
<locationY>710</locationY>
<locationY>926</locationY>
<assignmentItems>
<assignToReference>OpportunityProductforUpdate.Membership__c</assignToReference>
<operator>Assign</operator>
Expand Down Expand Up @@ -40,7 +40,7 @@
<name>SetMembershipFinderRanFlag</name>
<label>SetMembershipFinderRanFlag</label>
<locationX>314</locationX>
<locationY>710</locationY>
<locationY>926</locationY>
<assignmentItems>
<assignToReference>OpportunityProductforUpdate.Membership_Finder_Ran__c</assignToReference>
<operator>Assign</operator>
Expand All @@ -57,7 +57,7 @@
<name>MembershipPresent</name>
<label>MembershipPresent</label>
<locationX>314</locationX>
<locationY>602</locationY>
<locationY>818</locationY>
<defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
<rules>
<name>Membership_Found</name>
Expand Down Expand Up @@ -90,7 +90,7 @@
<label>Membership not found</label>
</rules>
</decisions>
<description>Find membership associated with Opportunity Line Item and Account or mark Membership Form Submission Record to indicate that the finder ran.</description>
<description>Find existing membership associated with Opportunity Line Item and Account or mark Membership Form Submission Record to indicate that the finder ran.</description>
<environments>Default</environments>
<formulas>
<description>Returns today&apos;s date</description>
Expand Down Expand Up @@ -123,7 +123,7 @@
<name>Copy_2_of_Create_Membership_Essentials_Log_Pass</name>
<label>Copy 2 of Create Membership Essentials Log - Pass</label>
<locationX>50</locationX>
<locationY>818</locationY>
<locationY>1034</locationY>
<connector>
<targetReference>UpdateOpportunityLineItem</targetReference>
</connector>
Expand Down Expand Up @@ -152,7 +152,7 @@
<name>Create_GetMembership_Membership_Essentials_Log</name>
<label>Create &quot;GetMembership&quot; Membership Essentials Log</label>
<locationX>1106</locationX>
<locationY>602</locationY>
<locationY>818</locationY>
<inputAssignments>
<field>Flow_Name__c</field>
<value>
Expand Down Expand Up @@ -230,7 +230,7 @@
<name>Create_Membership_Essentials_Log_Pass</name>
<label>Create Membership Essentials Log - Pass</label>
<locationX>314</locationX>
<locationY>1118</locationY>
<locationY>1334</locationY>
<inputAssignments>
<field>Flow_Name__c</field>
<value>
Expand All @@ -256,7 +256,7 @@
<name>Create_Membership_Essentials_Log_Pass1</name>
<label>Create Membership Essentials Log - Pass</label>
<locationX>314</locationX>
<locationY>818</locationY>
<locationY>1034</locationY>
<connector>
<targetReference>UpdateOpportunityLineItem</targetReference>
</connector>
Expand Down Expand Up @@ -285,7 +285,7 @@
<name>Create_UpdateOpportunityLineItem_Membership_Essentials_Log</name>
<label>Create &quot;UpdateOpportunityLineItem&quot; Membership Essentials Log</label>
<locationX>842</locationX>
<locationY>1118</locationY>
<locationY>1334</locationY>
<inputAssignments>
<field>Flow_Name__c</field>
<value>
Expand All @@ -307,12 +307,55 @@
<object>Membership_Essentials_Event_Log__c</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordLookups>
<description>Get Active Renewable membership products that are a match for category. Tier will be compared later.</description>
<name>Get_Matching_Products</name>
<label>Get Matching Products</label>
<locationX>314</locationX>
<locationY>494</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Matching_Product_Id_List</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>IsActive</field>
<operator>EqualTo</operator>
<value>
<booleanValue>true</booleanValue>
</value>
</filters>
<filters>
<field>Category__c</field>
<operator>EqualTo</operator>
<value>
<elementReference>GetOpportunityProduct.Product2.Category__c</elementReference>
</value>
</filters>
<filters>
<field>Family</field>
<operator>EqualTo</operator>
<value>
<stringValue>Membership</stringValue>
</value>
</filters>
<filters>
<field>Renewal_Option__c</field>
<operator>EqualTo</operator>
<value>
<stringValue>Renewable</stringValue>
</value>
</filters>
<getFirstRecordOnly>false</getFirstRecordOnly>
<object>Product2</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<recordLookups>
<description>Query for a Membership record where Account__c = Opportunity.AccountId where End_Date__c &gt; today</description>
<name>GetMembership</name>
<label>GetMembership</label>
<locationX>314</locationX>
<locationY>494</locationY>
<locationY>710</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>MembershipPresent</targetReference>
Expand All @@ -335,6 +378,13 @@
<elementReference>FormulaToday</elementReference>
</value>
</filters>
<filters>
<field>Product__c</field>
<operator>In</operator>
<value>
<elementReference>Matching_Product_Id_List</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>Membership__c</object>
<queriedFields>Id</queriedFields>
Expand All @@ -349,7 +399,7 @@ Return Opportunity.AccountId</description>
<locationY>386</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>GetMembership</targetReference>
<targetReference>Get_Matching_Products</targetReference>
</connector>
<faultConnector>
<targetReference>Create_GetOpportunity_Membership_Essentials_Log</targetReference>
Expand Down Expand Up @@ -401,7 +451,7 @@ Return the Opportunity</description>
<name>UpdateOpportunityLineItem</name>
<label>UpdateOpportunityLineItem</label>
<locationX>314</locationX>
<locationY>1010</locationY>
<locationY>1226</locationY>
<connector>
<targetReference>Create_Membership_Essentials_Log_Pass</targetReference>
</connector>
Expand All @@ -420,6 +470,26 @@ Return the Opportunity</description>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Active</status>
<transforms>
<name>Matching_Product_Id_List</name>
<label>Matching Product Id List</label>
<locationX>314</locationX>
<locationY>602</locationY>
<connector>
<targetReference>GetMembership</targetReference>
</connector>
<dataType>String</dataType>
<isCollection>true</isCollection>
<scale>0</scale>
<transformValues>
<transformValueActions>
<transformType>Map</transformType>
<value>
<elementReference>Get_Matching_Products[$EachItem].Id</elementReference>
</value>
</transformValueActions>
</transformValues>
</transforms>
<variables>
<description>Variable to hold Opportunity Line item to be updated</description>
<name>OpportunityProductforUpdate</name>
Expand Down
4 changes: 4 additions & 0 deletions force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml
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Original file line number Diff line number Diff line change
Expand Up @@ -32,6 +32,10 @@
<behavior>Edit</behavior>
<field>Downgrade_Path__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Category__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
Expand Down
46 changes: 46 additions & 0 deletions force-app/main/default/objects/Product2/fields/Category__c.field-meta.xml
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Original file line number Diff line number Diff line change
@@ -0,0 +1,46 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Category__c</fullName>
<externalId>false</externalId>
<inlineHelpText>Category represents the type of product provided</inlineHelpText>
<label>Category</label>
<required>false</required>
<trackHistory>false</trackHistory>
<type>Picklist</type>
<valueSet>
<restricted>true</restricted>
<valueSetDefinition>
<sorted>false</sorted>
<value>
<fullName>Access</fullName>
<default>false</default>
<label>Access</label>
</value>
<value>
<fullName>Services</fullName>
<default>false</default>
<label>Services</label>
</value>
<value>
<fullName>Resources</fullName>
<default>false</default>
<label>Resources</label>
</value>
<value>
<fullName>Goods</fullName>
<default>false</default>
<label>Goods</label>
</value>
<value>
<fullName>Engagement</fullName>
<default>false</default>
<label>Engagement</label>
</value>
<value>
<fullName>Special</fullName>
<default>false</default>
<label>Special</label>
</value>
</valueSetDefinition>
</valueSet>
</CustomField>