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Jo Reddy
Yesterday, 4:16 AM
Record locking error (UNABLE_TO_LOCK_ROW) updating Task from Zoom Call Log Flow

We're using Zoom Phone for Sales Engagement calling and need to report on call dispositions at the Task level.

To support reporting, I created a custom field on Task to store the disposition value from the related Zoom Call Log record.

Current Solution

I built a record-triggered Flow on ZVC__Zoom_Call_Log__c that:

  • Runs after save when the Zoom Call Log is created or updated.
  • Checks whether the disposition value changed.
  • Uses ZVC__Task_Id__c to find the related Task.
  • Updates the Task field SLE_Call_Disposition__c with the Zoom disposition.
  • Updates or pauses the Sales Engagement Cadence Tracker based on specific disposition values.

Problem

We're intermittently getting the following error when the Flow attempts to update the related Task:

UNABLE_TO_LOCK_ROW: unable to obtain exclusive access to this record

Initially, we suspected this was related to Zoom Notes autosave, because the Zoom Call Log appeared to be saving multiple times and causing the Flow to fire repeatedly.

However, after disabling Zoom Notes autosave, we are still seeing the same UNABLE_TO_LOCK_ROW error. 

 

Record locking error (UNABLE_TO_LOCK_ROW) updating Task from Zoom Call Log Flow

 

 

Questions

  1. Has anyone seen record-locking issues when using Zoom Phone with Salesforce Sales Engagement?
  2. Any alternative ways to track this information?
  3. How are you handling reporting with Zoom Call Logs/Owner/Cadence?

 Any guidance or best practices would be appreciated.  

 

 

1 answer
  1. Abhishek R (Cognizant)
    Yesterday, 5:43 AM

    Hi @Jo Reddy

    - I suspect this is due to the update - Update Task associated with the lead. The error states that the record is locked due to multiple updates at same time. 

     

    OR 

     

    There is some approval process mechanism which locked the record. Please check these points

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Vibhav Sharma (Salesforce Developer at Melonleaf) asked in #Salesforce Developer
Jun 3, 5:56 AM
How to invoke standard Sales Engagement "Add to Cadence" action from a custom LWC datatable?

Hi Everyone,

I have a custom LWC datatable displayed on the Opportunity record page that lists related Contacts. I need to implement a custom "Add to Cadence" button in this LWC.

When users select multiple Contacts via checkboxes and click this button, it should invoke the standard Sales Engagement (formerly HVS) wizard/modal for Contact.MassAddToCadence on the same page, passing the selected Contact IDs.

Currently, passing the IDs via NavigationMixin (standard__webPage or standard__component targeting lightning__addToActionCadenceForm) either redirects to a blank page or results in an infinite loading spinner modal.

What is the standard/recommended way to pass an array of Contact IDs from an LWC to launch the native Mass Add to Cadence modal without page reload or infinite spinning?

Any help or workaround (like Aura wrappers or specific state parameter structures) would be highly appreciated!

Thanks!   

 

@* Salesforce Developers * @* Salesforce Sales Engagement * 

2 answers
  1. Sarah E (Self)
    Jun 9, 1:10 PM

    This probably won't help you, but maybe it will help someone: 

     

    I've only been able to achieve this via flow -  I have one datatable to select the cadence and one to select the contact/s 

    Loop over my data table -> {!ContactsSelector.selectedRows} 

    "Assign Target to Cadence" core action ->  

    CadenceName = {!CadenceSelector.firstSelectedRow.Id} 

    TargetId = {!loop_over_selected_rows.Id} 

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Jouni Hult (Senior Consultant at Fluido Oy)
May 29, 7:14 AM
Mass sending manual email steps that do not require personalization

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? 

1 answer
  1. Hasan Mustafa (Folio3)
    May 29, 10:44 AM

    @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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Piyush Lakhani (Senior Salesforce Developer/Consultant at SalesforceFox.com) posted in The Blog Group
May 23, 5:57 PM

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Anjana Satya vani
May 19, 2:46 AM
Can a rep choose which email template to be used in a cadence step? What is "Add Template Variant"?

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!

2 answers
  1. Anjana Satya vani
    May 21, 2:30 PM

    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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Anjana Satya vani
May 19, 2:50 AM
Automatically add Leads/Contacts to a cadence when they are added to a Campaign

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. Anjana Satya vani
    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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Tanisha Datta (Salesforce Administrator at Enact MI - Piper Companies)
Apr 30, 11:37 PM
Update Contact field when Target Opens Email

 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  

 

1 answer
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Charlotte Bergan Cioli (Malt)
Oct 17, 2025, 11:07 AM
Anyone managed to create a flow to add multiple contacts to a cadence?

Our users would like to add Contacts from their Account's Related Lists so I created a list button with a VF that invokes a very basic screenflow. This part works.  

My screenflow has the user select a cadence and then I use a loop to run through the selected contacts and run the

assignTargetToSalesCadence 

core action. Tough to debug when the input is a collection.  

The flow runs without error but the contacts are not added to the cadence.  

 

Has anyone managed to deliver something similar successfully?   

Anyone managed to create a flow to add multiple contacts to a cadence?

 

 

3 answers
  1. Sarah E (Self)
    May 7, 8:04 PM

    I used two data tables, one for the cadences, one for the contacts. 

    In the action for Cadence Name or ID, I mapped to First Selected Row > Cadence Id 

     

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Samira Asfour (Founder & CEO at NextEd Consulting)
Apr 26, 6:45 PM

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Elizabeth Kuehne (Growth Operations Coordinator at Provider Trust)
Apr 24, 4:14 PM
Where are the emails sending from?

So, we had an issue where the user was sending out a mass amount of emails and they received an email back saying that they have met their email limit. The last time we had someone hit their limit in sales engagement the emails just did not send. Our IT department is worried that our emails are being sent through Gmail and will be noted as spam. I need to know if the emails are coming from Salesforce or Gmail when sending automated cadences and if that would affect our org domain as a whole? 

1 answer
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Apr 25, 10:33 AM

    @Elizabeth Kuehne Each user is capped at 1,000 automated emails

    via cadences daily when email is sent from Salesforce. Bypassing this limit can be done when sending cadence email through Office 365 or Gmail. hence.. if you plan to send via gmail, it is still fine 

     

    below link enlists considerations you can refer to 

     

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

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