# How to filter the Salesforce flow to run on certain conditions

Updated March 20, 2026·3 min read

Available to Owners and Admins on Teams and Enterprise plans.

### Example use case

You've connected Salesforce to your Calendly account. You want to sync event data for your Sales team — but not for users outside of Sales. You can do this by modifying your Salesforce flow to run only for certain event types or users.

## Editing the flow vs. the process

Your setup depends on which package version you’re using.

- If you're on Version 2, you’ll edit the flow directly.
- If you're on Version 1.11, you'll use the Process Builder.

To check your version, visit the [Salesforce Integration page](/content/integrations/salesforce/index.html) in Calendly.

### Adjust the flow to run for certain events or users

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, open the **CreateEventTemplate**, customize it directly, then **Save as**. Saving it will create a new flow. You can call the new flow something like "CreateEvent."
   - If you've already customized the **CreateEventTemplate** flow, then open your customized flow.

3. In the beginning part of the flow, locate **Object: CalendlyAction**, and select **Edit**.

4. Under **Condition Requirements**, select the conditional logic you'd like the flow to follow ( **All Conditions are Met (ALL)**, **Any Condition is Met (OR)**, or **Custom Condition Logic is Met**).
5. Under **Field**, select **Calendly__EventTypeName__c** or **Calendly__EventPrimaryPublisherEmail__c**, depending on if you want to filter the flow by Calendly event type or by user.
6. Under **Field value**, enter the event type name exactly as it appears in Calendly, or the Calendly user's email, depending on what field you selected in the previous step.

7. Select **Done**.
8. Select **Save** to save your customized flow.
9. To activate your customized flow, select **Activate**. **Note**: you will also need to [deactivate the CreateEventTemplate](https://help.salesforce.com/s/articleView?id=sf.flow_distribute_activate.htm&type=5) so you don’t have duplicate events in Salesforce.