---
schema_version: "1"
id: 9540e212ab86912f7a0ee91d1252cf0725811806a52127d790062913f96d28fc
title: Turn on Automated Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_automated_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_automated_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 485d4b3e2304897312aa39ccc9398ded41913b801e0c827ccf766705ffcf09ff
description: 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
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d90232e80">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90232e80 ">To set up Sales Engagement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90232e80 ">Customize Application AND Modify All Data</td>

          </tr>
        </tbody>
      </table>

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.