Groove Flow Safety Setting

Ensure your organization's best practices are enforced

Dec 13, 2024
Knowledge

Created Date

12/13/2024, 7:47 PM

Last Published Date

12/13/2024, 7:54 PM

Article

Groove Flow Safety Setting

Note: Groove Admin can enable this setting.

Often reps will be engaging multiple contacts from the same account in order to get in touch with someone. When one of those contacts are currently active in a Flow, you may want to prevent other reps from adding that contact to another flow to avoid multiple emails coming from different reps within your organization.

The setting prevents users from adding people to Flows that are currently active in Flows from Flows Import, Flows Auto Import, Omnibar, People Page, Account Page, Spaces Page, and within Salesforce via our Extension.

Here's how Groove Admin can enable it:

Go to Manage My Org > Flow Settings
Click into the " > " under Safety Setting:

You can enable the setting for your entire organization and specify users to exclude from the safety setting:

Safety Setting in Flow Import

When you enable the safety setting, contacts/leads that are currently active in a Flow will be marked with a red icon. Users can't select these contacts/leads that are currently active in a Flow:

Title

Groove Flow Safety Setting

URL Name

Flow-Safety-Setting