Flows

The Contact Import Staging object/page has fields where Middle Name and Suffix can be captured and a flow that will map them to the contact object. However, your org may not use those fields or want that functionality. Make adjustments to the Name Settings as instructed below then make edits to the flow based on your org's settings.

Adjust Name Settings to not use/use middle name and suffix

• Click Setup, Search and Select User Interface
• Scroll to User Interface and click it
• Scroll to Name Settings and check/uncheck the appropriate box to use or not use middle name and suffix
• Save

Now the flow needs a few adjustments

• Select Setup>Search and Select Flow then search for the flow labeled FdnpContactImport
• If flow is Active, Deactivate
• Click Save as New Flow and give it a new name, such as FdnpContactImport2
• To fix issues in new flow
  • Click Toolbox icon in upper left
  • In the fmlPreferredPhone formula, replace the {!$Record.HomePhone_c} and {!$Record.CellPhone_c} with the fields that start with fdnp_cf1_
    • Formula should read: IF({!$Record.fdnp_cf1_HomePhone_c} <> && {!$Record.fdnp_cf1_CellPhone_c} = ,'Home','Mobile')
  • In the fmlProcessingNotes formula, replace the {!$Record.ExtSysId_c} with the field that starts with fdnp_cf1_ and replace the {!GetContact.ExtSysId_c} with the {!GetContact.fdnp_cf1_ExtSysId_c}
    • Formula should read: IF({!varNewContactFlag}, 'New contact created.',IF({!$Record.fdnp_cf1_ExtSysId_c} = {!GetContact.fdnp_cf1_ExtSysId_c},'Contact record updated using external id ' + {!$Record.fdnp_cf1_ExtSysId_c},'Contact record updated using first name, last name and email'))
  • In the Canvas, select SetNewContact Assignment element
    • Remove the mapping for the MiddleName and Suffix by clicking the trashcan icon for both lines

• In the Canvas, select Apex Action ApexCombineContactsAndUpsert
  • In the Matching field text box, replace with fdnp_cf1_ExtSysId_c

Optional. Consider adding to the Description. Example: Copied from FdnpContactImport. Fixed post=install namespace issues and removed MiddleName/Suffix references since the name settings are not active in this org.

• Save, Activate