====== Flows ======

===== Overview =====
 
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. 

==== Content ====

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**
{{ :donor360:postinstalltasks:userinterfacenamesettings.png?600 |}}

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
{{ :donor360:postinstalltasks:contactimportstagingflowedits-assignremovemiddlesuffix.png?600 |}}
    * In the Canvas, select Apex Action **ApexCombineContactsAndUpsert**
      * In the Matching field text box, replace with fdnp_cf1_ExtSysId_c
{{ :donor360:postinstalltasks:contactimportstagingflowedits-matchingfield.png?600 |}}
    
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**