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Salesforce Contact/Lead View Allow to ADD to Groove Flow

  • October 22, 2024
  • 1 reply
  • 25 views
M
New Contributor
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Right now, when I open a VIEW in Salesforce of a list of CONTACTS, I have no way of adding a large grouping to a FLOW.  I have to repeat the view in a REPORT to add the contacts to a FLOW.  The feature already exists in LEADS.  

Could this be an option or maybe it already exists?  See the screen shot of the OPTION not showing in a Contact view within Salesforce.  It would make life so much easier for my users vs. them having to duplicate a view in a report to have the contacts sent over.  

SALESFORCE CONTACT VIEW > No button to add a group of contacts to a flow.

SALESFORCE REPORT = Has the button to add to a flow

 

M

1 reply

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • October 25, 2024

Hi, @mself1211! This might be possible for you today, depending on a couple of things like your SFDC user setup and your current Listview configuration, if you enable Salesforce’s in-line editing (like you have in the Lead Listview that you shared for comparison). A good place to start would probably be to check that these requirements from Salesforce are satisfied: https://help.salesforce.com/s/articleView?id=000384838&type=1. If that doesn’t do it, I would suggest reaching out to our technical support team to take a closer look at your specific setup.

Kenna Valdez, Manager, Customer Community, Clari
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