Adding Automation to Sales Engagement

Save time and improve consistency by adding automation to your Sales Engagement activities. Choose from a range of automation tools and templates that fit a variety of automation use cases, such as automated actions, cadence screen flows, and cadence autolaunched flows. You can also use platform automation tools such as Flow Builder, Apex, and APIs to automate how cadences work with leads, contacts, and person accounts.

• 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.
• Cadence Automation Tools
  The automation tools and templates included in Sales Engagement provide effective ways to streamline your cadences. Learn more about your cadence automation options.
• Choosing the Right Automation Option
  When you want to incorporate automation into your Sales Engagement cadences or handle large groups of records at one time with bulk actions, it’s important to clarify your use case. Pinpointing the resulting trigger origin can help you select the most effective option for your needs.
• Create an Automated Action
  Save time by automating common cadence target-related tasks with processes that manage cadence targets and associated records you own. With simple if-this-then-that logic, you can automatically add, remove, pause, or resume cadence targets and change target assignees based on criteria that you choose. If you’re a manager, you can create automated actions for your subordinates.
• Add Screen Flows to Cadences with Cadence Step Flows
  In Cadence Builder, you can specify a screen flow as a cadence step. Use screen flow steps to let reps create a case, event, or task or to perform another action. The screen flow runs when the rep initiates the step for a target from their Work Queue or the Sales Engagement component on target records. Salesforce admins or developers can get started by cloning and customizing the Cadence Step Flow templates included in Sales Engagement.
• Run Flows After Cadence Steps with Cadence Autolaunched Flows
  When you build a cadence, you can run a flow as part of an action step such as a call or email. Perform key actions, such as updating the lead path or opportunity stage, when reps complete the step for a target. Managers can add flows to cadence steps in the Cadence Builder. Salesforce admins and developers can use the Cadence Autolaunched Flow process type to create flows triggered after cadence steps, or use the included flow templates to get started.
• 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.