When you want to improve a cadence, you can update an active cadence without
interrupting sales outreach. Add and remove steps, update step names and descriptions, email
template and call script variants, cadence rules, and more.
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 edit a cadence: |
Sales Engagement Cadence Creator
OR
Sales Engagement Cadence Creator
Included
|
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Navigate to the cadence you want to edit.
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Click Modify Steps.
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In the Cadence Builder, make the needed changes.
When deleting a call result or email listener step, you can choose whether to delete the
Yes or the No branch that follows it. Targets currently on deleted steps exit the cadence after
completing the step.
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When you are finished making changes to a step, click Save on the
step.
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When you are finished making changes, click Update. Your changes
take effect immediately.
If you close the Cadence Builder before clicking Update, your
changes are lost.
