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#High Velocity Sales토론 중인 항목 14개

Hello - I can't track down documentation for this, and I'm trying to understand how listeners and step timing interaction. I am also receiving an error when I try to set the listener for less than 24 hours (it seems) between automated steps.  

 

Question 1:

  • Is this a known limitation that you need 24 hours between automated email steps?
    • If it's manual step (call or email) can you use less than 24 hours?

 

Question 2 (which is my main workflow/question):

  • Using the example workflow/scenario below, how do I need to setup the listener and follow step timing? 
    • Do I need to set the next step to "immediately" or should it be set to "12 hours" as per the following example?
  • Example
    • Step 1: Automated Email immediately after added to cadence
    • Step 2: Listen for "email link clicked" for 12 hours and proceed to next step after 12 hours
    • Step 3: Send automated email directly after listener expires if link is NOT clicked, otherwise end cadence if it was after time expires.

 

This is a false example, as the case I am trying to get after is actually 24 hours; however, when I was trying to test via an expedited test cadence using 2 through 12 hour timing, I received the 24 hour error, hence the test example I am using, and the additional question above.

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  1. 6월 28일 오전 4:08

    Hi @Dana Breakstone,

    Based on my experience with Sales Engagement Cadences:

    Question 1

     

    The 24-hour restriction generally applies when you have consecutive

    automated email steps. Salesforce enforces sending limits and cadence timing rules to prevent back-to-back automated emails within a short period. Manual steps (such as Call, Custom Task, or Manual Email) are typically more flexible and don't always have the same restriction, although other cadence rules may still apply.

    Question 2

     

    For your workflow, the listener duration and the next step timing work together. If your listener is configured to monitor

    Email Link Clicked for 12 hours, then the follow-up automated email should generally be configured to occur immediately after the listener expires, rather than adding another 12-hour wait.

    For example:

    1. Automated Email (Immediately)
    2. Listener: Email Link Clicked (Wait 12 hours)
      • If clicked → End Cadence (or branch accordingly)
      • If not clicked after 12 hours → Continue
    3. Automated Email (Immediately after listener expiration)

    This avoids introducing an unnecessary additional delay. If you set Step 3 to "12 hours," the prospect would actually wait approximately 24 hours (12-hour listener + another 12-hour delay).

    If you're seeing the 24-hour validation even during testing with shorter intervals, it may be due to the platform's minimum interval requirement between automated email actions rather than the listener itself. I'd be interested to know if anyone has found an official Salesforce document that explains this validation in detail.

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Isma Delgado 님이 * Sales Performance Management *에 질문했습니다

How can I get notifications when there is a new product update in Salesforce spiff? At the moment, this is only recorded in the documentation, but there is no proactive notification sent anywhere. 

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  1. 6월 26일 오전 3:57

    Hi Isma, I'm not a Spiff user, but if Spiff follows the same release best practices as other Salesforce products, the best way to learn the details of product updates is to view the official release notes pages:

    https://help.salesforce.com/s/articleView?id=sales.rn_spiff_2026.htm&type=5

    I am not aware of proactive notifications, although some products have release readiness emails you can subscribe to. It's part of the admin's responsibilities to proactively inform themselves on product changes whenever release notes become available! Hope this helps.

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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.

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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.

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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? 

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  1. 5월 29일 오전 10:44

    @Jouni Hult my standard approach would be to use an Automated Email step when the email does not need personalization. A manual email step is designed for rep review/personalization, so using Flow to bulk-send it is possible, but it becomes custom automation and needs careful testing. 

     

    For your "some need personalization, most do not" scenario, the best design is usually to split the audience before the email step. Put the non-personalized group into an automated email step, and keep only the recipients that need editing on the manual email step. That keeps Sales Engagement reporting, cadence progression, templates, limits, and engagement tracking much closer to standard behavior. Salesforce’s cadence data model has separate step types for AutoSendAnEmail and SendAnEmail, so this distinction matters (https://developer.salesforce.com/docs/sales/sales-engagement/guide/sales-cadence-objects.html

     

    A Flow-based approach is technically possible, but I would treat it as a custom build, not a simple configuration. The Flow would need to identify the active ActionCadenceStepTracker records, retrieve the cadence step template, send the email, then call the standard Send Cadence Event action with ManualComplete. Salesforce’s Actions API includes sendSalesCadenceEvent for skipping or manually completing a step, and also includes selectTemplateForSalesCadenceStepTracker to retrieve the template/variant assigned to a cadence step (Actions Developer Guide

     

    The main risk is that a custom Flow email may not behave exactly like a native Sales Engagement manual email. Before using this in production, validate email logging, opt-out handling, sender identity, daily limits, engagement tracking, reply/listener behavior, and whether cadence analytics still show the result correctly. 

     

    So it would be like: use Automated Email for the no-personalization path, keep Manual Email only where reps truly need to edit, and use Flow only if the business accepts the custom behavior and testing effort.

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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!

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  1. 5월 21일 오후 2:30

    Hello @Sachin Kumar

    Thank you for your response. This is helpful. 

    I do not see an option to select the email template while implementing the cadence step in Lead. It is automatically loading the first email template.

    Could you please guide me on where I can find the option to select a different email template? Also, could you please share a screenshot for reference? 

     Additionally, can we add a condition in the automated step to select an email template based on the Lead field value from the email template variants? 

    Thank you.

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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
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  1. 5월 19일 오후 2:12

    Hello Jithin! 

    Thank you so much for response. Can you please share any links? I could not find youtube videos for documentation with flows to automate. 

    Thank you so much for your time.

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 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  

 

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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    

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Usha Thapa 님이 * Salesforce Sales Engagement *에 질문했습니다

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 * 

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