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            Run Flows After Cadence Steps with Cadence Autolaunched Flows

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            Run Flows After Cadence Steps with Cadence Autolaunched Flows

            When you build a cadence, you can run a flow as part of an action step such as a call or email. Perform key actions, such as updating the lead path or opportunity stage, when reps complete the step for a target. Managers can add flows to cadence steps in the Cadence Builder. Salesforce admins and developers can use the Cadence Autolaunched Flow process type to create flows triggered after cadence steps, or use the included flow templates to get started.

            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

            To create your own screen flows for cadence steps, use the Cadence Autolaunched Flow process type, or use one of the included flow templates based on that type.

            Note
            Note Cadence autolaunched flows can't call Apex actions.
            1. In Flow Builder, click New Flow.
            2. Click Cadence Autolaunched Flow.
            3. Choose the cadence autolaunched 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 three cadence autolaunched flow templates. Activate Flow templates before cloning them.

            • Update Contact Owner: Update the contact and account owner to the current cadence target assignee. This flow sets the owner of the associated contact and account records to the owner of the action cadence tracker record that is passed into the flow.
            • Update Lead Path: Updates the lead's status to Contacted. The Status field on leads is a dynamic picklist, so your company can use its own Status values. The flow template sets the status to Contacted. If your Status picklist doesn't include that value, the flow fails. To update the Status to another value, in Flow Builder, edit the Update Lead Status element.
            • Update Opportunity Stage: If the target's related opportunity Stage Name is Prospecting, update it to Qualification. The StageName field on opportunities is a dynamic picklist, so your company can use its own StageName values. The flow template checks for a value of Prospecting and sets the value to Qualification. If your StageName picklist doesn't include those values, the flow fails. To check for a different value, in Flow Builder edit the StageName filter value in the Get Opportunity Record element. To set the StageName to a different value, edit the Update Opportunity Stage element to use a StageName value that suits your business.
             
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