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We are new to the tool and business manager had a question about branching on cadences.

Can branching options be customized or are they limited to Call results and Emails results?  i have not found any documentation to indicate other branching options.

 

Thanks!

2 respuestas
  1. Michael Brown (Salesforce) Forum Ambassador
    5 oct 2023, 16:44

    Hi Debra, unfortunately those are the only branching options. I've run into challenges where you want to branch based on field values on the contact versus the result of a call. Some workarounds for this are using separate cadences, and using flow to remove someone from one cadence if they meet a criteria and then add them to another.