---
schema_version: "1"
id: 6c0c0cf2dd04f1a678fccaa424e6c254243c973d9896eb58aef1b75c19700b82
title: Bulk Record Actions and Cadences
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_bulk_record_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_bulk_record_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d7aa59189debb8b3030683ab468735b7b686dd3adad745c482f84d089f795b12
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Bulk Record Actions and Cadences

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

<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>

## 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.

#### See Also

- [Analyze Sales Engagement Performance with Reports and Dashboards](https://help.salesforce.com/s/articleView?id=sales.hvs_reports.htm&release=264.0.0&type=5 "Sales Engagement includes a set of standard reports and custom report types to show you the productivity and effectiveness of your cadences and reps. See even more detail with the Sales Engagement Performance Dashboards, powered by CRM Analytics.")