Flow Import Rules can be used to set parameters around which records can be imported into a flow and which cannot. These parameters can be set at the flow level or at the global level using Salesforce FIelds.

Note: This feature is still in Beta. Please contact your Groove CSM to have this turned on for you.

Global Flow Import Rules

Global-level rules can only be set by a User with Admin level permissions. Flow Import Rules can be found under Flow Settings in Manage My Org. Global rules will apply to every flow created in your organization. To apply rules more granularly please see how to set Flow Import Rules at the flow level.

  • Within Flow Settings, click on Import Rules, then click "add a rule".

  • Then complete the required information to create a rule. Note: The result of every rule will be to block import into the flow.

    • Name - This name will be used to display to users why a particular lead or contact cannot be added to a flow. Please use a Name that is descriptive, but concise.

    • Match Criteria - Please choose whether or not the rule should match all of the criteria set or any.

      • All - every criterion needs to be met in order to block a record from being imported

      • Any - only one of the criteria needs to be met in order to block a record from being imported.

    • Select Criteria - All criteria are set using fields on Standard Objects in Salesforce.

      • First Select the field that you want to use

      • Then select the operator

      • Finally set the value of that field.

    • Click Save

  • Note: The Rule is not active until it is enabled


Flow Level Import Rules

Applying Flow Import Rules at the flow level can help you be more specific and granular in how you block contacts from entering a flow. For example, if you have a flow that is only for unworked leads you can set a rule at the flow level to block any leads where the Lead > Status = Working.

To apply Flow Level Import rules, please use the Flow Settings tab within a Flow, then click Add A Rule.

  • Complete the required information to create a rule. Note: The result of every rule will be to block import into the flow.

    • Name - This name will be used to display to users why a particular lead or contact cannot be added to a flow. Please use a name that is descriptive, but concise.

    • Match Criteria - Please choose whether or not the rule should match all of the criteria or any of the criteria.

      • All - every criterion needs to be met in order to block a record from being imported

      • Any - only one of the criteria needs to be met in order to block a record from being imported.

    • Select Criteria - All criteria are set using fields on Standard Objects in Salesforce.

      • First Select the field that you want to use

      • Then select the operator

      • Finally set the value of that field.

    • Click Save

  • Note: The Rule is not active until it is enabled


What Users Will See

Users will be prevented from importing into the flow alongside a message that tells them which rule was violated.

  • Example: Import Blocked - This person cannot be added due to the following rule: Exclude Contacted Leads

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