In Cadence Builder Classic, you can specify a screen flow as a cadence step. Use screen
flow steps to let reps create a case, event, or task or to perform another action. The screen flow
runs when the sales rep initiates the step for a target from their Work Queue or the Sales
Engagement component on target records. Use the Cadence Step Flow process type to create screen
flows for cadence steps, or use the included flow templates.
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
|
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In the Cadence Builder, to add a step, click the + icon. Then click
Action.
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Click Screen Flow.
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Choose a screen flow from the list.
You can only create screen flow steps from flows based on the Cadence Step Flow process
type.
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Add a name and description for the step.
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Optionally, add a separate flow to run when targets complete the step. These flows must be
based on the Cadence Autolaunched Flow process type.
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Click Save.
With Sales Engagement, three cadence screen flow templates are included in Flow Builder.
- Create a Case
- Create a Task
- Create an Event
To use a flow template, first clone it. Use the clone in cadences. You can also modify the
clone if needed.
