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:
- 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?
- Can cadences automatically skip or stop targets if they later become opted out?
- 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
2 answers
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.