You can execute a flow each time a rep completes a cadence step by adding a flow to the cadence step in Cadence Builder Classic. For example, you can update a contact owner, lead path, or opportunity stage.
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 create sales cadences: |
High Velocity Sales Cadence Creator OR High Velocity Sales Cadence Creator Included |
- In Cadence Builder Classic, open the step where you want to add a flow. The step must be an action step, such as an email, call, LinkedIn, or screen flow step.
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Enter the flow name in the Flow Automation field.
You can only add flows that are based on the Cadence Autolaunched Flow process type.
In Flow Builder, three cadence flow templates are included with Sales Engagement.
- Update Contact Owner: Update the contact and account owner to the current cadence target assignee.
- Update Lead Path: Update the lead status to Contacted.
- Update Opportunity Stage: If the related opportunity stage name is Prospecting, update it to Qualification.
To use a flow template, first clone it. Use the clone in cadences. You can also modify the clone if needed.