Category: Process Automation

Actually, I don’t know when this change happened, but I just noticed that Flow loops now only have four steps instead of five. The two assignments can now be consolidated into one.

You still have to add the record to a collection, but you can use the same assignment element.

Example 1: Update the record currently in the loop.

1. Use a Get Records element to create a collection of records to loop through.
2. Add a loop element
3. Add ONE assignment element
   • Update field values for record currently in the loop.
   • Create a new record collection variable to hold the records you want to update.
   • Use the same assignment element to add the record currently in the loop to the new collection.
4. Add an Update Records element to update the records in your new collection.

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Example 2: Create new records.

1. Use a Get Records element to create a collection of records to loop through.
2. Add a loop element
3. Add ONE assignment element
   • Create a new record variable (not collection) to hold the values of the new record you want to create.
   • Assign field values to your new record variable.
   • Create a new record collection variable to hold your records that you want to create.
   • Use the same assignment element to add the record currently in the loop to the new collection.
   • Close the loop.
4. Add a Create Records element to create the records in your new collection.

Previously step 3 involved two assignment elements!

Watch this recording on Flow loops.

This is how you would combine steps 3 and 4 into one assignment!

When sending email from a contact record, it magically logs the message to your activity log. In classic, emails were/are automatically logged to the Activities related list. Well, flow doesn’t do that for you. Let me show you how to log it so you and your colleagues know when an email was sent to a contact.

After you add a “Send Email” action to your flow, add two more Create Records elements to the canvas. You will create records of these objects:

Continue reading Log Email Sent Through Flow on a Contact Record