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I want to send Email Alert to Opportunity Owner when Account record is updated.Therefore I believe combination between Process builder and Flow is a good idea.

Heads up, I am system admin and I don't have any issue on record access, I already test it before I create the email alert.

I created email alert using flow refer to this doc :

Initially I tried using Fast lookup -to retrieve Opportunity using AccountId that defined from process builder. enter image description here

I tried assign Opportunity Id with SObject variable when it is not working, I tried also Sobject Collection Variable .When I tested it give me this error .This error really confusing because I should not have access issue.

Error element send_email_to_Opportunity_Owner (FlowActionCall). insufficient access rights on cross-reference id

I gave up using Fast look up, so I try to use Record lookup and it works without fuss. Now because of this, I assume that Fast lookup will not work in Email Alert because Flow Email Alert element treats record id as text which not support in Fast lookup.Fast Lookup only has options SObject Variable or SObject Collection variable while Record Lookup offer more type.

Record ID : Select a variable that contains the ID for the record that you want the email to reference. If the email alert uses any merge fields, this record is the starting point for those merge fields. This field accepts single-value variables of any type. The value is treated as text.

But I don't want to assume.So is that true Email alert won't work with Fast Lookup.Has anyone try and success? enter image description here

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  • Fast Lookup will work for Email alert Global action @unidha
    – SFDC
    Mar 13, 2018 at 6:57
  • After Fast Lookup you have to add decision element to check for the condition to send Email alert
    – SFDC
    Mar 13, 2018 at 7:00
  • Do you mean Fast Look up will work if add decision while Record Lookup no need decision? What I understand decision required if you want different outcome .
    – unidha
    Mar 13, 2018 at 7:24
  • yes we need Decision Element for Fast Lookup Element box
    – SFDC
    Mar 13, 2018 at 7:25
  • where you get struck,please post i will help you in flow
    – SFDC
    Mar 13, 2018 at 7:40

1 Answer 1

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Fast Lookup will work for the Email Alert Global Action

enter image description here

The above structured Flow i have worked to send Email to check the condition for sending Email to bulk of Records

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4
  • What is Email Alert Global Action, I am lost here?
    – unidha
    Mar 13, 2018 at 7:18
  • @unidha i have send above sample diagramatic flow structure,Last Account.checking Email alert Global action
    – SFDC
    Mar 13, 2018 at 7:19
  • Still it does not answer my question, what is Email Alert Global Action? Also may I know what type of Fast lookup variable that you use and is your flow is called from Process Builder?
    – unidha
    Mar 13, 2018 at 7:22
  • yes my flow is called from Process Builder
    – SFDC
    Mar 13, 2018 at 7:23

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