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Cadence Considerations for Sales Engagement
Learn about considerations for using cadences in Sales Engagement.
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. |
Cadences
- Cadences support leads, contacts, and person accounts only.
- Before merging duplicate records, be sure none of the records you’re deleting are in a cadence.
- Tasks related to cadence steps are created and updated automatically. Users can’t edit these tasks, but they can delete them after the cadence step has been completed.
- The maximum number of steps in a cadence is 100.
- You can add up to 200 targets to a cadence at once, except when adding them from an opportunity. You can add only 20 opportunity contacts to a cadence at one time.
- When a lead converts, completed cadence tasks aren’t transferred to the Activity Timeline of the new contact, account, or opportunity.
- Before managers can create branched cadences based on call outcomes, an admin must map your org’s call result values in Sales Engagement Setup.
- When pre-defining an email template for a cadence step, you can only use Lightning email templates.
- Users can't add targets when the cadence has an automated email as the first step and the number of targets will cause them to exceed their daily limit of automated email.
- The limit of active cadence targets is 500,000 per Salesforce org. If your usage exceeds this amount, contact your Salesforce Account Executive for pricing.
- The Cadence field shouldn’t be used on lead, contact, or account search layouts in Lightning Experience and Salesforce Classic, or on list views in Salesforce Classic.
- The Cadence and Cadence Assignee fields on lead, contact, and person account records can’t be used to as field criteria in workflow rules and Process Builder.
- Cadence step trackers don’t support triggers, but you can use triggers on the related task records as a substitute.
- For these cadence step types, the system creates a task record. Users can't edit these
records directly. The task records are marked complete when the user completes the related
cadence step. There can be a slight delay between when the user completes the step and the task
record is updated.
- Send an email
- Make a call
- Create a task
- Send an automated email
- LinkedIn InMail
- LinkedIn connection request
- Platform screen flow
Cadence Folders and Sharing
- To grant access to cadences, share the folder, not the cadence itself.
- If a user loses access to a cadence folder, they lose access to all cadences in that folder.
- If a user loses access to a cadence, the user can’t complete any in-progress steps from that cadence.
- Access to a cadence folder doesn’t grant access to email templates used in that cadence. Email templates used in cadences must be stored in folders accessible to the cadence target assignee.
- CRM Analytics dashboards display all cadence metrics regardless of whether the user has access to the cadence.
- To make sure that your users can access cadence folders, make sure that the Enable Enhanced Folder Sharing for Reports and Dashboards critical update is activated in Setup.
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