Hello Trailblazers
I'm working in a non-profit cloud sandbox trying to understand that the emails are triggered to the recurring donors but it's not being logged in the activity of the related donor. The org wants it to be stored in the donor's related record. I went through the whole flow not sure what I am missing here. If any leads with this would be of great help.
#Flow
Hi @Shairali Srivastava Mathur
-
No, emails triggered from a Salesforce Flow are not automatically logged as activities on records unless you specifically configure the "Send Email" action to log them. By default, email alerts generated through flow automation are not stored in Salesforce as activities.
To log emails as activities, you can use the "Send Email" action in the flow and specify that you want to log the email to a recipient record, a non-recipient record, or both. This allows you to associate the email with related records like leads, contacts, accounts, or opportunities.
Here's how to log emails as activities:
- Use the "Send Email" action in your flow: This action allows you to send emails and also specifies whether you want to log the email as an activity.
- Configure "Log Email on Send": Set this parameter to true if you want the email to be logged as an activity.
- Specify "Recipient ID" and "Related Record ID" (if applicable): This will allow you to log the email to the relevant records.
- Test your flow: Ensure the email is being sent and logged as expected.
By following these steps, you can ensure that emails triggered from Salesforce Flows are properly logged as activities in your Salesforce records.
