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Sales Productivity
Define Call Result Values for Cadence Branching

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Define Call Result Values for Cadence Branching

Group call result values into categories to easily display the data in reports and use it as branching criteria for cadences.

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 set up Sales Engagement: Customize Application AND Modify All Data
  1. From Setup, enter Sales Engagement in the Quick Find box, and then select Sales Engagement Settings.
  2. Click the Call tab.
  3. In the Cadence Call Settings section, edit the Define Call Results for Branching section and enable the feature.
  4. Enter the call result values used by your org next to the related call result categories.
    If your org is using Lightning Dialer, click the Edit Call Result Values link to confirm or modify your org’s current call result values.
    Note
    Note Make sure you enter the call result values correctly.
  5. Click Save.
 
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