Sales Engagement introduces several new terms and objects. Understanding these objects helps you make the most effective use of Sales Engagement reporting.
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. |
- Cadence
- A structured sequence of actions that reps take to engage with targets.
- Cadence Step
- Each step in a cadence has its own record that defines specifics, such as the step name, the step type, any templates used, step comments, and more.
- Cadence Step Tracker
- The cadence step tracker keeps track of the current step and completed steps of a target. For reporting purposes, only the current step and last completed step are available. However, all cadence step tracker data can be queried for additional details.
- Cadence Tracker
- This is an object that tracks a target as it moves through a cadence. The tracker follows which step the target is on in the cadence and the outcome. The cadence tracker record is created when the target enters a cadence.
- Engagement
- Engagement is the interaction between a rep and a lead, contact, or person account. Sales Engagement tracks interactions like call results and, when enabled, emails engagement statistics like opens, sends, and click rates.
- Target
- A lead, contact, or person account that’s been added to a cadence.
For more information about querying Sales Engagement objects, see the Trailhead: Write SOQL Queries.