* Salesforce Sales Engagement *

Hey Tal, 

Salesforce has a built-in report for this: Cadence and Lead Outcome Reports, shows lead conversion and opportunity value from cadences, covers your "opportunities created" need directly. 

For replies, use the Email Engagement report (shows reply counts per prospect) plus the Call response report if you're tracking call replies too. 

Meetings booked isn't natively tracked as a discrete metric, meetings are just Events. You'd need a Custom Report Type joining Cadence Tracker to Event to isolate meetings created during a cadence. 

Check Sample Sales Reports folder first, most of this is prebuilt there. 

Reference:

It actually is possible, but it needs done with via the API since the object isn't available to customize via UI 

This is the Idea to upvote but honestly I don't see them optimizing the cadence objects any time soon for us admins. They provide a link to a guide so you can adjust using workbench. 

@Mille Bonekamp

correct, the Load Engagements button will expand to display five categories - calls, emails sent, email replies, link clicks, and opens. You can then click on those icons to further expand the timeline to see related records.  

It's basically what you see in the Activity Timeline but in a different format. 

The setup for Sales Engagement is fairly customizable in that you don't have to turn on everything if you don't want to... we only use it with EAC for emails. We don't have a telephony solution connected to it, I never turned on Insights because I think it's garbage, we didn't do lead scoring.. you really only need to focus on the Automate and Email tabs of the setup. 

We've run into similar call logging scenarios when integrating telephony with Salesforce. In many cases, the phone system creates its own Task record, which doesn't automatically update the existing Sales Engagement Cadence task. 

If keeping call logs tied to the same Salesforce workflow is important, it's worth looking at how the CTI integration handles task updates and activity logging. 360 CTI is one option that supports Salesforce-native call logging and configurable activity association, so it may be useful if you're evaluating alternatives or need more flexibility than your current setup provides. 

It would also be interesting to hear if anyone has been able to achieve this with Zoom Phone using configuration alone. 

Hi @Dana Breakstone,

Based on my experience with Sales Engagement Cadences:

Question 1

The 24-hour restriction generally applies when you have consecutive

Question 2

For your workflow, the listener duration and the next step timing work together. If your listener is configured to monitor

For example:

1. Automated Email (Immediately)
2. Listener: Email Link Clicked (Wait 12 hours)
   • If clicked → End Cadence (or branch accordingly)
   • If not clicked after 12 hours → Continue
3. Automated Email (Immediately after listener expiration)

This avoids introducing an unnecessary additional delay. If you set Step 3 to "12 hours," the prospect would actually wait approximately 24 hours (12-hour listener + another 12-hour delay).

If you're seeing the 24-hour validation even during testing with shorter intervals, it may be due to the platform's minimum interval requirement between automated email actions rather than the listener itself. I'd be interested to know if anyone has found an official Salesforce document that explains this validation in detail.