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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
2 answers
  1. May 19, 2:12 PM

    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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