Directly Assign Items

Assign a record or records to a specific user or Salesforce native queue.

For assignments to Users, we default to using the OwnerId field. If you want to use a different field for assignments to a User, specify that value for the assignment field in the editor. This must be a User lookup field on the item being assigned.

Assignments to Salesforce Queues will always use the OwnerId field.

By default, the assignment is updated immediately in the database. If you want to perform the assignments but delay the update (helpful in bulkifying flows), change Update Item in the editor to "Later, Using Update Records". This will set updateImmediately to false.

Use the assignment or assignments output to see information about the assignments that were performed as part of a Flow run. You can use the individual Assignment objects as an input to other actions such as Send Single Assignment Email.

Inputs

Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.

NameRequiredTypeDescription

assigneeId

No

Id

The Id of the User or Salesforce Queue to assign to.

assigneeName

No

String

Salesforce Queue name

assigneeRecord

No

SObject

User or Salesforce Queue Record to assign item to.

item

No

SObject

The Salesforce object to assign if assigning a single item.

itemField

No

String

The field on the item to use for User assignment. Defaults to OwnerId.

items

No

List<SObject>

The List of Salesforce objects to assign.

updateImmediately

No

Boolean

Set to false to perform the assignment but not to update the item record in the database. Defaults to true.

Outputs

NameTypeDescription

assignment

The first assignment result. Can be used when working with a single item in place of results.

assignments

The results of all item assignments.

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