--- schema_version: "1" id: f75b45f27ce7d9553940b981ff7633520588f05cc576aba421b4a2af8fda3ab5 title: Cadence Builder Classic Cadences collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_cadences.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_cadences.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ef46c54c4aae74a10eb706b4013c3e9d8c514b67f9df3d9442de7a0a5ae299d3 description: Managers can build sales best practices right into Salesforce, optimizing prospecting outcomes. Cadences guide new and veteran reps alike through the prospecting and opportunity nurturing processes—including when to email a prospect, when to call, when to wait, and more. Managers can specify call scripts and email templates for each step, and create branched cadences with different outreach depending on the results of sales calls or emails. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Cadence Builder Classic Cadences Managers can build sales best practices right into Salesforce, optimizing prospecting outcomes. Cadences guide new and veteran reps alike through the prospecting and opportunity nurturing processes—including when to email a prospect, when to call, when to wait, and more. Managers can specify call scripts and email templates for each step, and create branched cadences with different outreach depending on the results of sales calls or emails. ### 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.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png) Note Cadence Builder Classic (v1.0) will be retired in a future release. We recommend transitioning to Cadence Builder 2.0 for any new cadences your sales team needs to create. For more information, see [Cadence Builder 1.0 Retirement](https://help.salesforce.com/s/articleView?id=001040170&type=1&language=en_US). For reps, cadences bring together all their pending activities in one view and automatically log activities as reps complete them. After reps start using cadences, managers can report on which cadences result in the best sales outcomes. ![A cadence list view.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_sales_cadence_home_list_view.png) The Cadences tab (1) shows details for each cadence, including whether it is in draft, active, or deactivated (2). When in draft, a sales manager can edit the cadence. After the cadence is activated, the sales manager can assign leads, contacts, and person accounts to the cadence. ![A cadence record detail page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_sales_cadence_record_detail.png) On the cadence record detail page, the Cadence Targets related list shows the leads, contacts, and person accounts currently active in the cadence (1). The Cadence Targets list doesn't include targets that have completed the cadence or have an error. To see the details of each cadence step in the Cadence Builder, Managers can click **View Steps** (2). ![The Cadence Steps related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_sales_cadence_steps_related_list.png) The Cadence Steps related list shows the prospect engagement for each call and email step. For example, a sales manager could build a cadence guiding reps to make two back-to-back calls, wait a half-day, and then call again or send an email. Sales managers use the Cadence Builder to create each scheduled outreach plan. ![The Cadence Builder.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_sales_cadence_builder.png) Click the plus (+) icons (1) to add an email (2), call (3), wait period (4), or a custom step (5), such as setting up a meeting or sending a text message. When prospects complete a cadence, you can add them to another one automatically (6). To make your sales outreach more responsive to prospect engagement, you can build a branched cadence. Branches allow different outreach steps depending on the results of a call or an email. ![A cadence branching on call results](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_branched_sales_cadence.png) To build a cadence that takes prospects through different sales steps based on a call result, add a call step (1) followed by a branch step (2). For each call result branch step, choose which Call Outcome value to look for, such as Meaningful Connect or Left Voicemail (3). Cadences can also take prospects through different sales steps based on whether the prospect engages with an email. Use a listener branch step (1) after an email to send the prospect down the correct branch. ![A cadence branching on email engagement](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/rn_sales_hvs_builder_listener_branch.png) To create a branch based on email engagement, add a listener branch step (1) after an email step. The listener branch step waits to see whether the prospect opens the email or clicks a link in the email, and sends the prospect down the correct branch. If the prospect opens the email, the cadence takes them through the steps in the Yes branch. If they don’t open the email, they follow the No branch. ![The Add to Cadence action on a contact record.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_add_contact_to_sales_cadence.png) After a cadence is activated, sales managers or reps can add prospects right from a lead, contact, or person account detail page by clicking the **Add to Cadence** action (1). Then choose a cadence to start the prospect on a specific set of scheduled outreach. Choose a target assignee (2) to perform the sales outreach for the prospect. If the target is a contact on an opportunity, you can add the related opportunity (3). The cadence outreach steps appear automatically in the target assignee’s work queue as they come due. The record owner is the default target assignee. ![Assigning the contact to a cadence.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_add_target_w_oppty.png) When your Salesforce admin adds the Sales Engagements component to lead, contact, and person account page layouts, sales reps and managers can see prospect engagement activity and cadence progress. Sales reps can act on the next sales step right from the record detail page. ![The Sales Engagements component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/hvs_sales_engagement_component.png) #### See Also - [Create and Activate a Cadence with Cadence Builder Classic](https://help.salesforce.com/s/articleView?id=sales.hvs_cadences_create.htm&release=264.0.0&type=5 "Establish a repeatable process for your sales reps to work their prospects using a scheduled sequence of outreach activities with Sales Engagement cadences.") - [Add Prospects to a Cadence](https://help.salesforce.com/s/articleView?id=sales.hvs_cadences_add_targets.htm&release=264.0.0&type=5 "Take prospective buyers through a scheduled sales outreach sequence by adding them to a cadence.")