UPDATE SUMMER ’23: This is no longer necessary! Read here.
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:
Session Description: With Flow becoming the dominant declarative automation tool, business problems we are solving with automation are becoming more complex. We need to be able to build scalable Flows that are easy to maintain, upgrade and troubleshoot, but handling errors in Flows is not always intuitive and user friendly process. Flow Error Handling solution from Salesforce Labs helps Admins to discover Flow errors in faster and more straightforward way. In this session we will show how Admins can use this Salesforce Labs Flow solution to pinpoint exactly where the process went wrong and obtain crucial details of the recorded incident that will help with troubleshooting and fixing the problem in a timely manner.
Here’s my ordered list to help you get started learning Flow. It includes short and long videos, Trailhead modules and projects, hands-on training and “your turn” challenges to help you stretch what you’ve learned.
The flow will display either a photo or remind you to upload one. On any object!
How It Works:
The Flow looks for a file attached to that record with the title “SalesforcePhoto” (or another phrase of your choosing).
The File gets the title from the name of the file when you upload it. If you upload SalesforcePhoto.jpg, the title becomes “SalesforcePhoto.” You could also open the File details in Salesforce and change the title.
Invocable methods used with Flow allow you to launch something in an admin friendly format that uses the massive power of Apex. For example, you have an intake screen that collects answers to a few questions, then you use Apex to loop through many related records dispersing those answers in places hard to reach from Flow.
Creating an invocable method in a nutshell: First you write an apex class with @invocable method (label and description) and whatever code you want the apex to do (easy, right?) Then make your Flow including your input and output variables. Then add an Apex action in Flow to send/receive those variables.
Here are some things I learned about sending data between Flow and Apex.
This is NOT an exhaustive list at all. I didn’t try sending a record variable (not just the ID from Flow), but I assume that will work. There are also generic sObjects that are pretty special, but I didn’t try.
“Here is the use case: sending a family of a deceased relative one letter with all the names of people who have donated in memoriam. So, one letter to the family for many people who gave. Client is a large hospice so this is happening weekly. Open to different options — apps? exports & merge? other? Thanks!”
Broad use case: Use the new Collection Sort feature in Flow to find a specific number of records that meet your criteria, and sort them with one or more criteria (criterion?)
Example use cases: I want my top 3 open opps to have a giant dollar sign image on them or I want to automatically nudge/shame the five users who logged in least last month or I want to focus a campaign on my most active volunteers in the summer.
Our specific case: I want to look at a contact record in Nonprofit Success Pack and see immediately that they are one of my top ten donors.