Add Screen Flows to Cadences with Cadence Step Flows

In Cadence Builder, you can specify a screen flow as a cadence step. Use screen flow steps to let reps create a case, event, or task or to perform another action. The screen flow runs when the rep initiates the step for a target from their Work Queue or the Sales Engagement component on target records. Salesforce admins or developers can get started by cloning and customizing the Cadence Step Flow templates included in Sales Engagement.

Required Editions

Available in: Lightning Experience

Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.

User Permissions Needed
To create cadences:	High Velocity Sales Cadence Creator (Enterprise Edition) OR High Velocity Sales Cadence Creator Included (Performance and Unlimited Editions)
To create and edit flows:	Manage Flow

To create your own screen flows for cadence steps, use the Cadence Step Flow process type, or use one of the included flow templates based on that type.

With Sales Engagement, three cadence screen flow templates are included in Flow Builder.

• Create a Case
• Create a Task
• Create an Event

Important Activate the flow templates before you clone them.

1. In Flow Builder, click Cadence Step Flow.
2. Choose the cadence step flow template you want to work with.
3. Clone the template and customize its elements to fit your business.