Adding a prospect to a cadence streamlines your outreach efforts by automating and scheduling communications. It helps make sure that follow-ups are consistent and timely without requiring manual effort for each interaction. This structured approach saves time, as it allows you to manage multiple prospects simultaneously with a uniform strategy.
Required Editions
Make sure that Prospecting Center is enabled.
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, 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. |
Important Prospecting Center is scheduled for retirement in all
Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains
available till April 2027.
| User Permissions Needed | |
|---|---|
| To enable users to access the Prospecting Center app: | Prospecting Center User |
| To access the Sales Engagement app and create and edit Quick Cadences: | Create and Edit Quick Cadences |
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Click App Launcher, type Prospecting Center, and then click Prospecting
Center.
The Prospecting Center app opens in a new tab.
- Find the prospect that you want to add to a cadence, either by segments or scores.
-
To add one prospect to a cadence:
-
Click
to open the account in the side panel.
- Click Add to Cadence. All the related prospects appear.
- Select the prospects that you want to add to a cadence.
- Use the dropdown to select a cadence.
- Click Add.
-
Click
-
To add multiple prospects to a cadence:
- Select all the prospects that you want to add to a cadence.
-
Click Add to Cadence.
All ‌related prospects appear.
- Select the prospects that you want to add to a cadence.
- Click Next.
- Use the dropdown to select a cadence.
- Click Add.