Using Platform Automation Tools with Sales Engagement

Add automation to Sales Engagement faster with flows designed specifically to perform common tasks. You can also use platform tools to automate your cadences when your use case doesn’t fit the options included with Sales Engagement. Flow Builder, Apex, and APIs give you maximum flexibility to meet your specific business process needs.

• Add Automation to Common Tasks with Standard Autolaunched Flows
  A standard autolaunched flow type is designed to run automatically and perform common tasks. For example, when lead records update, you can automatically remove a lead from a cadence.
• Add Prospects to a Cadence Automatically with Process Builder and Apex
  Save your sales reps from taking an extra step. To automatically add lead, contact, or person account records to a cadence when the records are created, create an Apex class and a process.
• Remove Prospects from Cadences Automatically with Process Builder and Apex
  Save sales reps a step when they realize a prospect isn’t ready to buy. Create an Apex class and a process to automatically remove prospects when reps change their status to Unqualified.
• Automatically Set a Lead’s Status When a Step Is Completed
  Use an Apex trigger to subscribe to Change Data Capture events from cadences. Update a lead’s status to Contacted when a sales rep completes the First Touch step in the lead’s cadence.