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Enable Sales Cadence Rules in Sales Engagement

Publiceringsdatum: Sep 16, 2025
Beskrivning


In Sales Engagement, Sales Cadence Rules can be enabled on a Sales Cadence, which will cause the target to exit when certain criteria are met. 

Lösning


To enable Sales Cadence Rules in a Sales Cadence:

  1. Create a new Sales Cadence, or open a draft Sales Cadence and click Modify Steps.
  2. In the Sales Cadence Builder, click the Sales Cadence Rules button.
  3. A panel will open on the right where rules can be enabled or disabled.


Notes:

  • The steps described in this article are specific to Cadence 1
  • Inbox must be enabled to select Sales Cadence Rules for Email. 
  • Define Call Results for Branching must be enabled to select Sales Cadence Rules for Call Results.

For more details, see Create and Activate a Sales Cadence.

Knowledge-artikelnummer

000392832

 
Laddar
Salesforce Help | Article