|
ActionCadenceId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the ActionCadence that is related to the ActionCadenceStep.
|
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ActionCadenceName
|
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- The name of the related ActionCadence object.
|
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ActionCadenceStepId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- ActionCadenceStepTracker is the runtime version of an ActionCadenceStep.
This field contains the ID of the related ActionCadenceStep.
|
|
ActionCadenceTrackerId
|
- Type
- reference
- Properties
- Filter, Group, Sort
- Description
- The id of the related ActionCadenceTracker.
|
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ActionTakenDateTime
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date and time that the action described in this step was taken.
|
|
CompletionDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date this step was completed. A step is completed either when the
action is taken, or the step is skipped.
|
|
CompletionReason
|
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The reason that this step was completed: Possible values are:
-
AutomaticallyCompleted
The sales
rep successfully completed this step and moved to the next one.
Salesforce automatically marks this step as completed.
-
ManuallyCompleted
The sales rep
manually marked this step as completed.
-
ManuallySkipped
The sales rep
skipped this step.
|
|
DueDateTime
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- Some steps have a due date to indicate when they should be completed. If
this step has been assigned a due date, this field contains the date and time
it is due.
|
|
IsActionTaken
|
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
true if the sales rep took an action to complete this
step, otherwise false.
|
|
SecondsOverdue
|
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- If this step has a due date that has passed, this field contains the
number of seconds that has elapsed since the due date.
|
|
State
|
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The current state of this step. Possible values are:
- Possible values are:
-
Active
The current step that the
sales rep is performing. There can only be one active step in a sales
cadence.
-
Cancelled
The sales rep canceled
the sales cadence. Salesforce does not run any steps in a canceled sales
cadence.
-
Completed
This step is finished.
Either the work in the step was completed, or the step was
skipped.
-
Error
An error occurred while
executing this step.
-
InProgress
The sales rep has
started the step, but it is not yet completed.
-
Scheduled
Used for email steps.
An email can be scheduled to be sent at a later date or time.
-
Queued — used for automated
email steps. The email step has started but the email is waiting in the
queue to be sent.
|
|
StepTitle
|
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- The StepTitle of the related step.
|
|
StepType
|
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The type of step to execute. Possible values are:
- AutoSendAnEmail
- Branch
- CreateTask
- DaisyChain
- ListenerBranch
- MakeACall
- Root
- SendAnEmail
- Wait
|
|
TargetId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the prospect that is assigned to this sales cadence.
|
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