Seems that I just get stuck in email listener wait limbo, if I skip an email send? then I have to exit the cadence. is there a way to skip the listener?
#High Velocity Sales #HVS Sales Cadences
Hey @Thomas Strathearn thanks for flagging! We will internally review and determine the proper timing to include this enhancement in an upcoming release.
Sending WhatsApp Outbound Message from Step Cadence Screen Flow on Person Account
Today, this requirement came up, and I faced some trouble implementing the automation. I’m writing this in hopes that it can help someone else, because when I searched for this on Salesforce Help, I couldn’t find anything.
First of all, your Screen Flow must be a “Cadence Step Flow” so it can be inserted inside the Cadence Builder.
This type of flow always has 3 variables:
whoId
whatId
actionCadenceStepTrackerId
Here’s what they populate:
whoId populates the Contact ID or Lead ID
whatId populates Account, Case, Opportunity, etc.
actionCadenceStepTrackerId populates the Cadence Tracker ID so you can find your cadence step if needed
There’s a tricky thing when you use Person Accounts, which was my case. I had a problem finding the Account ID because when I used whatId, it couldn’t find the record. So, I needed to use Debug in my user to understand which variable was populated and what the values were.
When I checked, the populated value was in whoId, and in my mind, the correct variable to be populated was whatId — because the flow is on the Account record page. However, the variable populated was whoId with the Contact ID. This happens because a Person Account is both an Account and a Contact at the same time.
So, to find the Account ID, we need to insert a Get Records component and search for PersonContactId = whoId.
Now you can find the correct Account and search for the Message User for that Account. After that, you need to create a Text Collection variable and add the Message User ID so you can use it in the Send Conversation Message action.
I hope this helps someone.
Please upvote if this post has been useful for you.
#Flow #HVS Sales Cadences #Digital Engagement
There is the ability to report on Cadences with Monthly metrics (seen below), but the business folks at the org I'm supporting want to see Daily or Weekly cadence metrics. Is this possible? I haven't seen a way to accomplish this via custom Report Types.
Also, is this a normal/reasonable request? I don't see anyone else questioning these missing metric intervals in the community at all which leads me to believe that standard sales orgs are fine with monthly cadence reporting without getting more granular. Daily/Weekly reporting all seems to be done at the User/Rep level.
#SalesEngagement #Sales Cadences #HVS Sales Cadences #Reporting
In case you have not found this yet...I was unable to edit saved cadences today that were created with Builder 2.0 and Support shared this with me: Cadences formed with version 2.0 builder unable to be edited
#HVS Sales Cadences #Sales Cadences #SalesEngagement #High Velocity Sales
@shilpa vishwanath Yes...from the link, you can see the status is Solution Deployed. Working as expected.
We have just started to use Sales Engagement and are using a sales cadence. We want to be able to jump to a specific step in the cadence if the email bounces rather than just exiting the cadence. I can't find a way to do this, it looks like the only option is to exit the cadence. Is this possible?
A lot of the documentation I am finding on cadences seems to be outdated.
Hi Elizabeth not sure if you’ve come to a resolution on this. Main advice is to split your cadences up so yeah step is a cadence, and have them daisy chained together. That way you can add targets in at specific steps if necessary.
The adding to a new cadence is tricky, record triggered flows don’t work with cadences. My recommendation is to build a scheduled flow that runs daily. That gets all cadence trackers that have exited that day where Disposition = Automatically Exited and reason = Bad Data.
Then have an action to add targets to new cadences. Hope that helps
I'm in the process of configuring Cadences as the first step in rolling out using Sales Engagement. Two of the five steps in the Cadence involve sending an email to a prospective customer. We need to be able to attach a pdf to the email, which pdf that is attached to the email will vary. The emails will be manual sends not automated sends. At this point we are only using Cadences on Leads; Opportunities will be next.
We currently are not integrated with Outlook, setting up Inbox is on the roadmap, likely that will happen early in 2024.
My questions:
TIA,
Gwenn
#HVS Sales Cadences #Sales Cadences #Salesforce Admin #Email
1. Yes, users can add attachments from composer when they are manually sending emails from their cadence task
2. Yes
We are new to Sales Engagement and cadences. We were hoping to be able to create a Task report that would show all the tasks related to a cadence so we could see the status of the task, the due date, completed date, cadence name, and cadence step title. We tried a Task & Event activity report but the cadence name and cadence step title fields are all blank. Is there something we need to do so these fields get populated for reporting purposes? I can't find anything within Cadence builder to accomplish this.
@Dale Bundalian , it is interesting that I would need to create a custom report for this.
I initially found this Salesforce document, which made it seem like those fields were now standard in the Task report and nothing about creating custom reporting.
Hi all, I understand that there is now a Pause feature for cadences (which is great!) but it's my understanding that un-pausing has to be done manually. It would be great if there was a way to schedule the pause to end so the step can be queued back up when it makes the most sense.
For example, at times our prospects may go ahead and book time directly on our reps calendar before the first call in the cadence can even be completed and it would make sense to hold off on calling until that specific meeting time.
Is this something you have considered?
We are implementing an automation logic to complete the sales cadence step when lead status is updated to a certain value but while hitting the API service /services/data/v53.2/actions/standard/sendSalesCadenceEvent
with below input value
"eventType" : "Manual Complete"
but is always failing with below error
"statusCode":"INVALID_API_INPUT","message":"The event type Manual Complete isn't valid for the step CreateTask.","fields":[]}
Hello @Devi Pillai, based on the information provided in the Support Case, it seems the correct value to use is "ManualComplete", instead of "Manual Complete". We've tested internally and it has worked. Please verify if it works for you as well.
This seems to be a case of documentation gap, we will work internally with the Technical Writing team to have it corrected.
Hope that helps.
Our email template for HVS has merge fields that we have been using for contact and signature. The button is still there, but we are no longer able to select and save. Did something change, or have I forgotten how to do this in the last week? #High Velocity Sales
We were able to find the button by reducing the size of our web browser and it showed up. This can be closed out.
