Create a cadence for your sales prospecting bot called Sales Bot Cadence. That way, you can guide sales reps that are assigned to bot-generated leads through a scheduled sequence of prospect outreach activities.
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 cadences: |
Sales Engagement Cadence Creator OR Sales Engagement Cadence Creator Included |
Note The Prospecting Bot is in maintenance mode.
Existing bots continue to be supported. However, no new features or enhancements will be
added. Looking for information about Agentforce Prospecting instead? We recommend using that
agent when implementing AI for your prospecting needs. See Learn About Agentforce Prospecting to get
started.
- In the Sales Engagement app, select Cadences from the Navigation menu. Then click New Cadence.
- For the Name field, enter Sales Bot Cadence. Your bot’s cadence must be named Sales Bot Cadence.
- Select the Public Cadences folder, then click Save.
- Add steps to your cadence. To send prospects to another cadence when they finish this one, click the End step. Turn on Exit to linked cadence, and then choose an active cadence.
- When you’re finished adding steps and ready to start assigning prospects to the cadence, click Activate.