Assign leads to a specific Salesforce user

Overview

By default, the Salesforce flow will create a new lead when an invitee does not exist in your Salesforce instance. To determine the lead owner, the flow checks if the email of the assigned Calendly user matches a Salesforce email. If there is no match, the System Admin will become the lead owner.

To change this behavior, you can follow the steps in this article to assign leads to a specific Salesforce user. To read more about default flow behavior, view Default behavior of the Salesforce package.

Example use case

If you have multiple Salesforce admins, you may want to make sure leads are assigned to a specific Salesforce admin who works closely with the Sales team. 

How to assign leads to a specific Salesforce user

Version 2 Version 1.11
  1. In Salesforce Setup, search for Flows. Select Flows.
    • If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, follow the steps below, or view Salesforce's Customize Standard Flow Templates
      • Select New Flow.
      • Under All+Templates, select CreateEventTemplate, then select Next.
      • When saving the flow, you can call the new flow something like "CreateEvent."
    • If you've already customized the CreateEventTemplate flow, then open your customized flow.
  2. Select the Get Records: Find User element.
    SF__Get_records_find_user.png
  3. At Edit Get Records, under Filter User Records, edit the value of the first condition. Under Value, enter the specific username of the Salesforce user that you want leads to be assigned to. Then select Done.
    Note: The Salesforce user's name must be an exact match or the lead will not be assigned.
    SF__Filter_user_records.png
  4. To save the flow, select Save. Select Save As to save the modified version of a the flow. To activate the flow, select Activate. Note: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce.

 

 

Was this article helpful?
0 out of 0 found this helpful