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High Velocity Sales sends out emails on weekends though 'Skip Weekends' option is checked

Publiceringsdatum: Aug 21, 2024
Beskrivning
When you turn on the Skip Weekends setting, Sales Cadences assign Tasks to representatives on weekdays only. Calls, emails, and custom steps skip Saturdays and Sundays to be assigned the following Monday. This lets us think that the emails that are sent should be skipped as well.
Lösning

This is actually working as designed:
  • Automated Emails are still sent on the weekends.
  • The target will advance to the next step in the Sales Cadence after execution.
  • As Sales Cadence Task for the next step will be assigned to the User, with a due date of the following Monday.

We could also review the detail below from the release notes, Give Reps the Weekend off from Sales Cadences:
 

"Sales managers can let their teams enjoy the weekend. When you turn on the Skip Weekends setting, sales cadences assign tasks to reps on weekdays only. Calls, emails, and custom steps skip Saturdays and Sundays to be assigned the following Monday."

We can also look at the text from the feature in Setup:
 
"Assign sales cadence tasks to reps on weekdays only. Calls, emails, and custom steps aren’t assigned on Saturday or Sunday. These tasks are assigned the following Monday."

Note that the feature mentions the assignment of Tasks, but not the execution of Sales Cadence steps.
Ytterligare resurser

Vote and comment on the Idea to Enable HVS Automated Email Steps to skip weekends.

Knowledge-artikelnummer

000380764

 
Laddar
Salesforce Help | Article