2 Replies Latest reply on Jan 15, 2018 8:59 AM by Sanford Whiteman

    Allow only one person from each company run through a flow

    Robert Stanley

      Does anyone have an outside of the box way to only allow one person from each company run through a flow?

        • Re: Allow only one person from each company run through a flow
          Christina Zuniga

          My company set up a checkbox on the contact record in SFDC that indicates who the primary contact is in charge of the program around my product. This is our emergency contact in case things go down and we need to alert customers and they control the flow of information to the right person at their company. We also use this contact for non-emergency communications when it doesn't make sense to blast a bunch of people at a company.

           

          This does require collaboration with support and customer success to make sure every customer account has at least one person's record checked.

          • Re: Allow only one person from each company run through a flow
            Sanford Whiteman

            "Outside of the box" or "out of the box"?

             

            We use a counter (webhook-powered) to throttle the number of leads with any characteristics (company, email domain, first name, whatever!) that can qualify for a given campaign in a given period of time. That's definitely outside, though.

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