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            Bulk Record Actions and Cadences

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            Bulk Record Actions and Cadences

            In addition to using the automation tools available in Sales Engagement to help streamline cadence activity, reps can use list views and reports to apply cadence-related actions to large groups of records.

            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.

            List Views

            Manually select groups of records from the Lead, Contact, Person, or Account list views and apply these Sales Engagement actions.

            • Add to Cadence
            • Change Target Assignee
            • Remove from Cadence
            • Pause Cadence Tracker
            • Resume Cadence Tracker
            • Add to My List

            Reports

            Configure reports to modify groups of records from the Lead, Contact, Person, or Account objects and apply these Sales Engagement actions.

            • Add to Cadence
            • Remove from Cadence

            Reports must start with a Lead, Contact, or Account object and can’t be grouped or matrixed reports.

            For list views and reports, cadence actions apply to a maximum of 200 records at a time.

            See Also

             
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