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Turn on Automated Actions

To let your sales team build their own processes to manage cadence targets they own with simple if-this-then-that logic, turn on Automated Actions

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 set up Sales Engagement: Customize Application AND Modify All Data

Automated actions let reps and managers save time by automating common cadence target-related tasks with processes that manage cadence targets and associated records they own. With simple if-this-then-that logic, they can automatically add, remove, pause, or resume cadence targets and change target assignees based on criteria they choose. Managers can also create automated actions for their subordinates.

  1. From Setup, enter Automated Actions in the Quick Find box, and then select Automated Actions.
  2. To let Sales Engagement users create actions for themselves, turn on Allow users to create automated actions.
  3. To let managers create actions for their teams, turn on Let managers create automated actions for their subordinates.
    Then turn on Manager Groups in Sharing Settings and ensure that each user has their manager indicated in their user record.