How to show Send Email Action from Flow Designer in Activity Stream?

Collin R
Kilo Contributor

Hi Snow Guru's,

When an email is send via an event, the email is show in the related record that triggered the event in the Activity Stream. 

I made a Flow with Flow Designer to trigger an email. The email triggers and is trackable in the outbound en send emails box. (Email is send correctly)

BUT, this email doesn't show in the activity stream of the related record...

Any ideas? Running Madrid patch 2.

Kind regards,

Collin R.

1 ACCEPTED SOLUTION

Dubz
Mega Sage

As far as i'm aware there's no way of showing that email in the activity log, it is generated in such a way that it's not linked to the current record. What you might want to do is add another action in to your flow to update the comments or work notes on the current record to state that an email has been sent and copy in the same message there.

View solution in original post

2 REPLIES 2

Dubz
Mega Sage

As far as i'm aware there's no way of showing that email in the activity log, it is generated in such a way that it's not linked to the current record. What you might want to do is add another action in to your flow to update the comments or work notes on the current record to state that an email has been sent and copy in the same message there.

Francis Cavaciu
Giga Guru

Hi Collin,

You could go old skool (as my kids say!) and creating an event record from the flow into the event queue that will trigger an email notification, that will then associate the record and email OOTB. It's a bit hand cranked from the flow as there is no dedicated create event action but it works.

I did also try using the Associate Record to Email but I couldn't get this to work without errors.

The closest I got to getting this to work before giving up and going with the above was:-

1. Fire an email action (to create the outbound email in the flow)

2. fire a record lookup (to grab the email I just created)

3. fire the Associate Record to Email (using email record I looked up in 2.)

*this always resulted in an Error in 3. but couldn't figure why as the runtime data all looked correct.

I ultimately gave up on this approach because the email action is missing some of the sophistication that is offered by using events and notifications, but if you follow this work and come to a solution then please post a reply so we can all learn.

Associate Record to Email action

 

Hope this helps you or anyone else following this thread in the future.

Regards Francis