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.
Name | Required | Type | Description |
---|---|---|---|
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
Name | Type | Description |
---|---|---|
assignment | The first assignment result. Can be used when working with a single item in place of results. | |
assignments | List<Assignment> | The results of all item assignments. |
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