Hello!
I am setting up a program our corporate membership program to track and ensure members use their benefits. I have been able to add organization accounts to program engagements, but have not had success when it comes to naming. I have updated the code in process builder, but anonymous is still showing up. Has anyone had this issue? Was it solve in process builder, or did you have to move over to flows?
Hi Danielle,
Anonymous is the giveaway. The name automation is still reading the Contact, and on an organization engagement that Contact is empty.
Those org engagements have the Account filled in and no Contact. The PMM naming, including that process builder, builds the name off the contact. Nothing there to read, so it drops in Anonymous.
Tweaking the process builder doesn't fix it if the formula is still pointed at the contact, or if the managed process runs after yours and writes Anonymous back.
I'd get off Process Builder for this. It's legacy, and it will keep fighting you. A before-save flow on Program Engagement is the version that holds.
If the Contact is filled, name it from the contact and the program. If the Contact is blank and the Account is filled, name it from the account and the program. Then deactivate the process builder so it stops overwriting the flow.
The engagement itself is fine. The name logic just never learned about organization accounts.
