Loading
Prepare for Email to Become the Default Login ExperienceRead More
Agentforce and Einstein Generative AI
Sales | Add Record to Cadence

You are here:

  1. Salesforce Help
  2. Docs
  3. Quickstart Your Einstein Generative AI Solution

Sales | Add Record to Cadence

Associates a prospect with a cadence directly from Agentforce.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.
User Permissions Needed
To use Add Record to Cadence: Sales Engagement User
See Common User Access for Standard Agent Actions.

Action Details

API Name AddRecordToCadence
Reference Action Type Standard Action
Reference Action

Add Record to Cadence

(addRecordToCadence)
Does this action execute one or more prompt templates? No

Considerations

  • Each prospect can be associated with a maximum of five cadences.
  • Prospects can be associated with only cadences that are active.
 
Loading
Salesforce Help | Article