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            Sales | Add Record to Cadence

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            Sales | Add Record to Cadence

            Associates a prospect with a cadence directly from Agentforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
            User Permissions Needed
            To use Add Record to Cadence: Sales Engagement User
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name AddRecordToCadence
            Reference Action Type Standard Action
            Reference Action

            Add Record to Cadence

            (addRecordToCadence)
            Does this action execute one or more prompt templates? No

            Considerations

            • Each prospect can be associated with a maximum of five cadences.
            • Prospects can be associated with only cadences that are active.
             
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