Do you have more than one email address on a contact or lead record? Do you want to use a mobile number by default in some flows and a business phone for others? Now you can support any Email or Phone field in Salesforce and set it as the default for certain flows.
NOTE: This feature is still in beta, please contact your CSM or our Support team if you would like early access.
Setting up a new Flow default
To set this up at the flow level navigate to the Settings tab of any flow.
Note: you will need edit access to a flow in order to update these settings.
What Options will be shown?
Leads and Contacts will each have a different set of unique available fields. You can select different defaults based on what is provided in Salesforce for your org.
Any field on the contact or lead that has the field type of "Email" or "Phone" will be available to set as the default for the flow
How will the default be used?
The default email or phone field will be the default shown to any user that is using the flow in question. If the default field for that flow does not have a value for the contact or lead enrolled in the flow, we will try to default back to the primary email or primary phone field from SFDC.
The user will also be able to quickly toggle between any email or phone type fields when executing flow email steps or call steps. See the next section for more details about the user experience.
Alternating between contact info in Flows
Even if you choose not to set up a new default for a flow you can still leverage the ability to alternate between any email or phone number field in salesforce that you have permission to view.
In Flow Steps + Actions
Email Steps - Select an email step with due actions and use the dropdown next to the email address to swap to another available email from Salesforce.
Call Steps - the experience varies slightly if you have the Groove Omnidialer.
With the Dialer
Click on a call step with due actions. This will automatically open up the dialer to start your calls.
From the dialer, use the dropdown arrow next to the phone number to alternate between different phone numbers.
Without the Dialer
Use the provided window. The default phone number set for the flow will be shown. If the person has other contact info available then it will allow you to toggle to alternate phone numbers.
