---
schema_version: "1"
id: e2667e18aae16402a22c3ad4e62c098463b5a653899a2b5a8e2925b3b371f15d
title: Choosing the Right Automation Option
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_automation_choose_option.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_automation_choose_option.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cfbe351888718d499574ccc15a450701c4d9ee1ca6ed0c904d22709d794cdaa9
description: When you want to incorporate automation into your Sales Engagement cadences or handle large groups of records at one time with bulk actions, it’s important to clarify your use case. Pinpointing the resulting trigger origin can help you select the most effective option for your needs.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Choosing the Right Automation Option

When you want to incorporate automation into your Sales Engagement cadences or handle large groups of records at one time with bulk actions, it’s important to clarify your use case. Pinpointing the resulting trigger origin can help you select the most effective option for your needs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d123617e85">Automation Tool</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d123617e88">Trigger Origin</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d123617e91">Supported Actions</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d123617e94">Who Creates Them?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d123617e97">Notes</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Automation Tool" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e85 ">Automated actions</td>

          <td data-label="Trigger Origin" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e88 ">
            <p>A record is created.</p>
            <p>A record is created *and* every time a field in the conditions is edited.</p>
            <p>Only applies to these objects:</p>
            <ul>
              <li>Lead</li>

              <li>Contact</li>

              <li>Person Account</li>

              <li>Case Primary Contact</li>

              <li>Email Engagements</li>

              <li>Call Engagements</li>

              <li>Opportunity Primary Contact</li>

            </ul>
          </td>

          <td data-label="Supported Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e91 ">
            <ul>
              <li>Assign target to cadence</li>

              <li>Change cadence target assignee</li>

              <li>Remove target from cadence</li>

              <li>Pause cadence tracker</li>

              <li>Resume cadence tracker</li>

            </ul>
            <p style="margin-bottom:0;">Field updates aren’t supported.</p>
          </td>

          <td data-label="Who Creates Them?" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e94 ">
            <p>Rep</p>
            <p style="margin-bottom:0;">Actions apply only to records they own.</p>
          </td>

          <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e97 ">
            <p>Cadence assignee can be the rep or another user.</p>
            <p>Trigger conditions
              support:</p>
            <ul>
              <li>Up to 5 fields on the triggering object.</li>

              <li>An additional 5 fields on cross objects.</li>

            </ul>
            <p style="margin-bottom:0;">For sales reps and managers. For large-scale automations, use
              Flow.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Automation Tool" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e85 ">Cadence step flows</td>

          <td data-label="Trigger Origin" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e88 ">A target starts a cadence step.</td>

          <td data-label="Supported Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e91 ">
            <p>Screen flow-supported actions that include (but aren't limited to): </p>
            <ul>
              <li>Sales Engagement API calls</li>

              <li>Field updates</li>

            </ul>
          </td>

          <td data-label="Who Creates Them?" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e94 ">
            <p>Salesforce admins</p>
            <p style="margin-bottom:0;">Developers</p>
          </td>

          <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e97 ">
            <p style="margin-bottom:0;">Cadence builders can use active cadence step flows when creating cadences.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Automation Tool" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e85 ">Cadence autolaunched flows</td>

          <td data-label="Trigger Origin" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e88 ">The associated step completes.</td>

          <td data-label="Supported Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e91 ">
            <p>Flow-supported actions that include (but aren’t limited to):</p>
            <ul>
              <li>Sales Engagement API calls</li>
              <li>Field updates</li>
            </ul>
          </td>

          <td data-label="Who Creates Them?" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e94 ">
            <p>Admins</p>
            <p style="margin-bottom:0;">Developers</p>
          </td>

          <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e97 ">
            <p>Cadence builders can add an active cadence autolaunched flow to any action step. </p>
            <p>Add a flow to the completion of each cadence step, one step at a time.</p>
            <p style="margin-bottom:0;">Add a flow to the last step at the completion of a cadence, one cadence at a time.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Automation Tool" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e85 ">Platform standard tools (Flow Builder, Apex, APIs, Batch Class)</td>

          <td data-label="Trigger Origin" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e88 ">
            <p>Inserts or updates to standard or custom objects, or any other platform triggering
              event.</p>
            <p style="margin-bottom:0;">Excludes cadences, cadence steps, and engagements.</p>
          </td>

          <td data-label="Supported Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e91 ">
            <p>Platform-supported actions that include (but aren’t limited to):</p>
            <ul>
              <li>Sales Engagement API calls</li>
              <li>Field updates</li>
            </ul>
          </td>

          <td data-label="Who Creates Them?" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e94 ">
            <p>Admins</p>
            <p style="margin-bottom:0;">Developers</p>
          </td>

          <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e97 ">Optional: Define the solution at the org level.</td>

        </tr>
        <tr class="">
          <td data-label="Automation Tool" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e85 ">Change Data Capture</td>

          <td data-label="Trigger Origin" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e88 ">
            <p>The start or end of a cadence.</p>
            <p>The start of a cadence step.</p>
            <p style="margin-bottom:0;">A global automation solution across multiple cadences.</p>
          </td>

          <td data-label="Supported Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e91 ">
            <p>Platform-supported actions that include (but aren’t limited to):</p>
            <ul>
              <li>Sales Engagement API calls</li>
              <li>Field updates</li>
            </ul>
          </td>

          <td data-label="Who Creates Them?" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e94 ">
            <p>Admins</p>
            <p style="margin-bottom:0;">Developers</p>
          </td>

          <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d123617e97 ">
            <p>Optional: Define the solution at the org level.</p>
            <p>Create a one-time triggering solution that ties into flows by using platform events.</p>
            <p style="margin-bottom:0;">Use when your requirement affects multiple cadences rather than configuring an
              autolaunched flow for every cadence step.</p>
          </td>

        </tr>
      </tbody>
    </table>