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            Create a Quick Cadence

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            Create a Quick Cadence

            Easily remind yourself to reach out to prospects in specific ways with quick cadences. Create a quick cadence to send an email with a specific template or to make a call with a call script. To add the task to your Work Queue and To Do List, assign the quick cadence to a lead, contact, or person account.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and included in Professional, Enterprise, Performance and Unlimited Editions
            Available in Sales Engagement with Sales Cloud, in Performance 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 Cloud and Lightning Platform.
            User Permissions Needed
            To create quick cadences:

            Sales Engagement User AND Sales Engagement Quick Cadence Creator

            OR

            Sales Engagement User Included AND Sales Engagement Quick Cadence Creator

            OR

            Sales Engagement Cadence Creator

            OR

            Sales Engagement Cadence Creator Included

            OR

            Sales Engagement Basic
            1. In the Cadences tab of the Sales Engagement app, click New Cadence.
            2. Under Quick Cadence, select the type of outreach you want to include.
              The quick cadence creation screen.
            3. Provide the details for the outreach. For example, enter a name, description, and optional template for an email.
              The details screen for an email quick cadence.
            4. Choose whether to repeat the quick cadence for assigned targets.
              Enter how often to repeat and how many times. You can set the quick cadence to stop repeating when a specific engagement occurs. For example, for a phone call, you can stop repeating when a call results in a meaningful connect.

              The New Quick Cadence screen with repeat options.

            5. Click Save.
              Your quick cadences are saved in your My Private Cadences folder in the Cadences tab of the Sales Engagement app.
            6. Optionally, you can also create an automated action to add targets to the new quick cadence.

            When you've created a quick cadence, assign prospects to it by selecting Add to Cadence from the Action menu on leads, contacts, and person accounts, or from list views and reports. The outreach task appears in your Work Queue and To Do List so you can follow up later.

            You can't view the steps or clone quick cadences.

            For a video demonstration of creating a quick cadence, see How Quick Cadences Help Sellers Automate the Mundane.

            Note
            Note If your Salesforce admin adds a required custom field to the Action Cadence object, you can't create quick cadences. If you see this error, ask your admin to create a validation rule for the custom field instead of setting the field as required.
             
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