#High Velocity Sales11 debatiendo

We have a business requirement where we need to calculate the Quota for each territory . For quota we have certain matrices data which is available at an account level. We have done the territory planning and rolled up the data for each territory and then stamp those territories to do quota planning on that. For contribution of each territory we need to divide the territory rolled up values to the total of that matric at the country level. The sum of all columns is not possible as of today on quota planning screen . Is there a way for me to create a calculated attribute in territory alignment to compute this national sum.

Hello, I have created a Cadence with 2.0 Builder that fails to enter a track regardless of call result. Main track is set with make a call first, where depending on call result will either go to positive through meaningful connect or negative with left voicemail for a more generic outreach. With a manual call logged or either through a third party app nothing will trigger the cadence to go down either track.

Hi all, 

Hello fellow SE enthusiasts, 

There's a feature that has been requested from my customer's SDR leads: When you create a manual email step, but then you only need to personalize it to some recipients, then can you select the rest (e.g. list view) and just send them as they are with a press of a button?  

I cannot find a standard way of doing this, but I can envision a Screen flow that either is used for selecting the targets currently on that manual email step, or gets the selection from a list view, and then triggers the send to the selection. It would need to a) pick the email template from the cadence step, b) send the email (action) and c) mark the step complete. 

Does this sound feasible to you? Any alternate paths I should consider? 

Hi Trailblazers,

I’m new to Sales Engagement and had a question about cadences and email steps.

Is it possible for a sales rep to choose an email template between two email templates during a cadence step, instead of using the predefined template configured in the cadence?

What is "Add Template Variant"? How it is used?

Would appreciate any guidance or real-world examples. Thanks in advance!

Hi Trailblazers,

I’m currently learning Salesforce Sales Engagement and trying to better understand cadences, automation, and campaign integration.

I have a few questions and would really appreciate any guidance or learning resources:

1. Is there a standard way to automatically add Leads/Contacts to a cadence when they are added to a Campaign, but only if “Email Opt Out” is NOT checked?
   • Are you using Flow, automated actions, or another approach?
   • Any best practices for this setup?
2. Can cadences automatically skip or stop targets if they later become opted out?
3. Are there any good video resources, demos, YouTube channels, or Trailhead modules that helped you understand:
   • Building cadences
   • Cadence automation
   • Automated emails
   • Target management
   • Reporting and dispositions

 Hello everyone,  

I would like to trigger an autolaunched cadence flow to update a contact field , when the rule is " Email Open " in the positive track of the cadence.

When the flow is placed in the main track , we see the update on the contact field but the flow does not get triggered when placed in the positive track. (We added some wait time too so that contact gets enough time to open the email ). 

Is the "Email Open" cadence event tracked ??  

But when we check the Activity tab ,the Engagement tab

on the contact record we can see the contact opened the mail . 

So how does this "Email Open" rule in a cadence work ?  Will the cadence flow work alone or it requires coding to listen to this step happening . 

Any suggestions or guidance in the right direction will be greatly appreciated. 

Thanks  

In the sales cadence positive track, there is an entry rule - email link clicks.   If an email contains multiple links can we define the entry rule based on clicks on a specific link?  or does the entry rule consider any link click in the email    

Hi Everyone,

I’m working with Cadences in Salesforce Sales Engagement and had a question.

I’ve implemented a Flow that removes a Lead from a cadence when a specific custom checkbox is checked (We cannot use Email Opt Out std field for some reason)— this works fine when the Lead record is updated.

However, I’m seeing a gap when:

• The checkbox is already checked on the Lead
• And the Lead is later manually added to a cadence 

In this case, the Flow doesn’t trigger since there’s no update on the Lead, and the record remains in the cadence.

Has anyone handled this scenario?  Is there any standard way to prevent such records from being added to a cadence?

Appreciate any suggestions or best practices!

Thanks in advance.

@* Sales Performance Management * 

I turned on Sales Engagement through Set Up and Automate (the toggle is blue), but Sales Engagement is not popping up in my Apps. I also followed these directions:    

• In Setup, enable Sales Engagement.
  • In Setup enter Sales EngagementCopy in the Quick Find box and then click Sales Engagement Settings.
  • Accept the terms to enable Einstein.
  • On the Sales Engagement Settings page, click the Automate tab.
  • Click Set Up and Enable Sales Engagement.
  • When enablement completes, navigate to the Sales Engagement app to build a cadence.
•  

We’re currently testing Zoom Phone with Salesforce Sales Engagement (Cadence) and have run into an issue with call logging. 

When a user clicks dial, Salesforce’s “Log a Call” screen appears as expected. However, the logged Zoom Phone call log is not being associated with the existing Cadence task. 

Additionally, Zoom Phone provides a call disposition feature, but when used, it creates a new task instead of updating/completing the existing Cadence task.(Based on config, we can enable/disable this feature to create a seperate task for Zoom Phone calls) 

Questions:

• Is there a way to associate Zoom Phone call logs with the existing Cadence task?
• Can Zoom call dispositions be tied back to the Cadence task instead of creating a new one?
• Are there any recommended best practices or workarounds for this integration?

Appreciate any guidance or insights from others who have implemented this setup. 

Thank you!