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            Use a Screen Flow as a Cadence Builder Classic Step

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            Use a Screen Flow as a Cadence Builder Classic Step

            In Cadence Builder Classic, 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 sales rep initiates the step for a target from their Work Queue or the Sales Engagement component on target records. Use the Cadence Step Flow process type to create screen flows for cadence steps, or use the included flow templates.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            User Permissions Needed
            To create sales cadences:

            High Velocity Sales Cadence Creator

            OR

            High Velocity Sales Cadence Creator Included
            1. In the Cadence Builder, to add a step, click the + icon. Then click Action.
            2. Click Screen Flow.
            3. Choose a screen flow from the list.
              You can only create screen flow steps from flows based on the Cadence Step Flow process type.
            4. Add a name and description for the step.
            5. Optionally, add a separate flow to run when targets complete the step. These flows must be based on the Cadence Autolaunched Flow process type.
            6. Click Save.

            With Sales Engagement, three cadence screen flow templates are included in Flow Builder.

            • Create a Case
            • Create a Task
            • Create an Event

            To use a flow template, first clone it. Use the clone in cadences. You can also modify the clone if needed.

             
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