Assign Groove Flow Recipients

Instantly connect the right reps to the right contacts and leads.

Dec 12, 2024
Knowledge

Created Date

12/12/2024, 2:54 PM

Last Published Date

12/12/2024, 10:59 PM

Article

Assign Groove Flow Recipients

Groove Flows allows Admin to import leads and contacts to another user's Flows on their behalf.

Requirements

Everyone you add to a Flow must already be a contact or lead in Salesforce.
Only Groove Admin can use this feature.

Access to Manage People

Enable your organization's Assign Flow recipients feature:

Go to Manage My Org > Flow Settings > Flow Permissions
Select the roles that can "Add People to all Flows"

For example, here we allow Admin and Team Leads to add people to flows.

Note: If you're unsure what a permission grants — just hover on the "i" icon next to each permission's name.

Assign Flow Recipients to Individual Flows

Only Flow owners can execute the action for their own individual Flows. But, you can assign people/recipients to an owner's Flow, so long as that Flow is shared with you.

Go to Flows and click the Flow you want to add people to
From the top right click Add > People
You'll land on the import page, where you can search and select which contacts you want to assign to the Flow

Assign Flow Recipients to Master Flows

You can add recipients to any Master Flow that has been shared with you. You can assign recipients to anyone with access to the Master Flow.

From Flows, select the Master Flow to import and assign recipients to
At the top right, click Add > People

This takes you to the import page where you can add people. For users to appear in the menu, they must have access to the Master Flow so they can execute actions:

Once added, you'll go back to the Flow page. You can view the people added by going to the People Tab.