If you want to reassign in-progress cadence targets to a different rep, update the target assignee without removing the target from the cadence.
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 change a target assignee: |
Sales Engagement User or Sales Engagement User Included OR Sales Engagement Cadence Creator Included OR Modify All Data |
To change target assignees, your Salesforce admin must turn on Change Cadence Target Assignees in Sales Engagement Setup.
- From the Work Queue or the prospect’s lead, contact, or person account detail page, choose Change Target Assignee from the Actions menu.
- Choose another Sales Engagement user with access to the cadence.
Note Changing the target assignee resets the due date for the current cadence step. Changing the
assignee also cancels scheduled emails created by the previous assignee. To see this change in
the Cadence Steps component, refresh the target’s detail page.