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            Add Automation to Common Tasks with Standard Autolaunched Flows

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            Add Automation to Common Tasks with Standard Autolaunched Flows

            A standard autolaunched flow type is designed to run automatically and perform common tasks. For example, when lead records update, you can automatically remove a lead from a cadence.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To create cadences:

            Sales Engagement Cadence Creator (Enterprise Edition)

            OR

            Sales Engagement Cadence Creator Included (Performance and Unlimited Editions)
            To create and edit flows: Manage Flow
            1. In Flow Builder, click New Flow.
            2. Click Autolaunched Flow.
            3. Choose the cadence step flow template that you want to work with.
            4. Clone the template and customize its elements to fit your business.

            With Sales Engagement, Flow Builder includes these autolaunched flow templates. Activate Flow templates before cloning them.

            • Remove Lead from Cadence on Opt-Out: Removes a lead from all cadences when either the lead record DoNotCall field or HasOptedOutOfEmail field is set to true. This flow requires that the HasOptedOutOfEmail and DoNotCall fields on lead are visible to your Sales Engagement users. This flow only runs when the value of either of these fields changes from false to true.
            • Remove Unqualified Lead: When the lead's status changes to Unqualified, removes the lead from all cadences and sets the Completion Disposition to Disqualified. This flow requires that "Unqualified" is an active status.
             
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