#High Velocity Sales10 discussing

 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  

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    

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 * 

I turned on Sales Engagement through Set Up and Automate (the toggle is blue), but Sales Engagement is not popping up in my Apps. I also followed these directions:    

• In Setup, enable Sales Engagement.
  • In Setup enter Sales EngagementCopy in the Quick Find box and then click Sales Engagement Settings.
  • Accept the terms to enable Einstein.
  • On the Sales Engagement Settings page, click the Automate tab.
  • Click Set Up and Enable Sales Engagement.
  • When enablement completes, navigate to the Sales Engagement app to build a cadence.
•  

I need to remove a step from an active cadence that already has thousands of leads assigned. However, when I removed the step, I noticed that leads who were on that specific step (more than a hundred) were removed from the cadence.

Why is this happening, and how can it be fixed?

We’re currently testing Zoom Phone with Salesforce Sales Engagement (Cadence) and have run into an issue with call logging. 

When a user clicks dial, Salesforce’s “Log a Call” screen appears as expected. However, the logged Zoom Phone call log is not being associated with the existing Cadence task. 

Additionally, Zoom Phone provides a call disposition feature, but when used, it creates a new task instead of updating/completing the existing Cadence task.(Based on config, we can enable/disable this feature to create a seperate task for Zoom Phone calls) 

Questions:

• Is there a way to associate Zoom Phone call logs with the existing Cadence task?
• Can Zoom call dispositions be tied back to the Cadence task instead of creating a new one?
• Are there any recommended best practices or workarounds for this integration?

Appreciate any guidance or insights from others who have implemented this setup. 

Thank you!

Trying to create what I thought would be a simple Flow. When a Lead is added to a cadence, auto update the Lead Status field. All the cadence related fields in the managed package for HVS are derived fields that I can't seem to use in my filter to trigger the flow. Any ideas?

As we have started using Cadencing, I have noticed that when a rep completes a Custom Step that it is noted as a "Call" for Activity Type. Any suggestions on how to make this be a different type of Activity Type?

I am using automated actions for cadences i have setup a very basic entry criteria for testing so when lead email = Specific value (My personal email for testing).     If i create a Lead it triggers the automated action if anyone else creates a lead it does not. However they can add the lead to the cadence manually.     Ive asked salesforce support but currently been waiting 5 days for an answer.    Cheers guys.   

Our company needs to send out emails from our org. We are currently getting the High Velocity Sales to work and checking out its features. Was wondering if it possible to send out emails as replies from sales cadences or a new email will always be created?

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started *