In addition to using the automation tools available in Sales Engagement to help
streamline cadence activity, reps can use list views and reports to apply cadence-related
actions to large groups of records.
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.
|
List Views
Manually select groups of records from the Lead, Contact, Person, or Account list views and
apply these Sales Engagement actions.
- Add to Cadence
- Change Target Assignee
- Remove from Cadence
- Pause Cadence Tracker
- Resume Cadence Tracker
- Add to My List
Reports
Configure reports to modify groups of records from the Lead,
Contact, Person, or Account objects and apply these Sales Engagement actions.
- Add to Cadence
- Remove from Cadence
Reports must start with a Lead, Contact, or Account object and can’t be grouped or
matrixed reports.
For list views and reports, cadence actions apply to a maximum of
200 records at a time.
