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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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