Salesforce Flow: How to Log an Activity When an Email Alert Is Sent Through Flow Automation

Option 1: Use a Flow Task to Log the Activity

To log a task activity when a Flow sends an email alert, add a Create Records element to your Flow that creates a Task record simultaneously with the email alert. Configure the Task as follows:

• Status: Completed (so it is used for tracking only and does not appear as an open to-do)
• Subject: A descriptive name such as "Email Sent via Flow"
• Assigned To: Set to the record owner, Flow creator, a specific role, or a specific user

Once the Flow is triggered, the email alert is sent and a completed Task activity is logged on the record at the same time.

Option 2: Use the Send Email Action for Automatic Logging

As of a recent Salesforce release, the Send Email action within Flow supports automatic email logging to a record's Activity Timeline. Unlike the Email Alert action, the Send Email action can log the email directly to a recipient record (leads, contacts, or personal accounts) or to a non-recipient record (such as an Account or Opportunity), or both.

Note: This automatic logging feature is only available when using the Send Email action in Flow (not the Email Alert action), and must be configured individually for each Send Email action element in the Flow.

Email alerts generated by automation systems such as Process Builder or Workflow Rules do not automatically get stored in Salesforce's Activity Timeline. Using the Send Email action in Flow is the recommended approach for email communications that require activity tracking.