In HVS, prospects can be assigned to non-HVS users by a Flow
Last updated 2020-09-14 ·Reference W-7500324 ·Reported By 4 users
In High Velocity Sales, when following these steps to automatically add prospects to a Sales Cadence, the prospects can be assigned to Users without a High Velocity Sales license:
Add Prospects to a Sales Cadence Automatically with Flow Builder and Process Builder
1. Follow the steps in the documentation above to create a process that will automatically add Contacts or Leads to a Sales Cadence upon record creation.
2. As a User without an HVS permission set, create a Contact or Lead record.
Expected Results: The record is not added to a Sales Cadence.
Actual Results: The record is added to a Sales Cadence and assigned to the User, even though the User doesn't have High Velocity Sales access.
Modify the flow to run only if the User has an HVS permission set assigned.
Is it Fixed?
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