ActionCadenceStep

Represents a step in a sales cadence. Use ActionCadenceStep to learn which steps belong to a sales cadence, and how the steps are connected to each other. This object is available in API version 48.0 and later.

An ActionCadenceStep record is created to represent a step. If the step is a branch step, then corresponding ActionCadenceRule and ActionCadenceRuleCondition records are also created.

An ActionCadenceStep with IsOrphan equal to true can be part of a sales cadence but is never executed. To retrieve all of the steps that can be executed by the sales cadence, query for ActionCadenceStep records with IsOrphan equal to false. ActionCadenceStep records with IsOrphan equal to true will be deleted.

Note

Supported Calls

describeSObjects(), getDeleted(), getUpdated(), query(), retrieve()

Fields

Field	Details
ActionCadenceId	Type reference Properties Filter, Group, Sort Description The ID of the ActionCadence that this step belongs to.
AllCallsCallBackLater	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls having the call outcome Call Back Later.
AllCallsLeftVoicemail	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls having the call outcome Left Voicemail.
AllCallsMeaningfulConnect	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls having the call outcome Meaningful Connect.
AllCallsNotInterested	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls having the call outcome Not Interested.
AllCallsUncategorized	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls where the call outcome is not categorized.
AllCallsUnqualified	Type int Properties Filter, Group, Nillable, Sort Description The total number of calls having the call outcome Unqualified.
AllEmailsBouncedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of emails that were not delivered successfully.
AllEmailsDeliveredCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of emails delivered.
AllEmailsOpenedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of emails that were opened.
AllEmailsSentCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of sent emails.
AllManuallyCompletedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of steps manually completed.
AllOnTimeCompletedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of steps completed on time.
AllOverdueCompletedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of overdue steps that were completed.
AllSkippedCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of steps skipped.
AllTotalCallsCount	Type int Properties Filter, Group, Nillable, Sort Description The total number of all calls.
BranchDefaultStepName	Type string Properties Filter, Group, Nillable, Sort Description The name of the default step.
ChainedCadenceId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the ActionCadence for the linked sales cadence. Available only if the step type is DaisyChain (meaning that another sales cadence is connected to this sales cadence).
IsImmediateWakeUp	Type boolean Properties Defaulted on create, Filter, Group, Sort Description
IsOrphan	Type boolean Properties Defaulted on create, Filter, Group, Sort Description If `true`, this step is not executed by the sales cadence and will be deleted. Steps with IsOrphan equal to `true` have ParentStepName equal to `null`. To retrieve all of the active steps in a sales cadence, include IsOrphan=false in your query. Note The default value is false. This field is available in API version 49.0 and later.
IsThreaded	Type boolean Properties Defaulted on create, Filter, Group, Sort Description This field is valid for email steps. Email steps have ActionCadence.StepType equal to `SendAnEmail`. If `true`, the email for this email step is sent as a reply to the email conversation from the previous email step. By sending the email as a reply to a previous email, customers will see a "conversation" view of the emails. Only emails from the same sales cadence are grouped as conversations. This field cannot be true for the first email step in a sales cadence, because the first email from a sales cadence should start a new conversation with the prospect. The default value is false. This field is available in API version 49.0 and later.
ParentStepName	Type string Properties Filter, Group, Nillable, Sort Description The step name (ActionCadenceStep.StepName) of the previous step in the sales cadence. Must contain a valid step name value unless this step is the root step. null if this step is a parent step.
RootStepId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the root step for this sales cadence. Every sales cadence has exactly one root step (so that the Salesforce api can find all the steps for this cadence).
StepComments	Type textarea Properties Nillable Description A comment that provides additional information about this step.
StepName	Type string Properties Filter, Group, Nillable, Sort Description Unique identifier for this step. Generated by Salesforce.
StepTitle	Type string Properties Filter, Group, Nillable, Sort Description The title given to the step when it was created.
TemplateId	Type reference Properties Filter, Group, Nillable, Sort Description If a template was added to this step, this field contains the template's ID. For example, if this step is a call step it can contain a template for a call script. Or, if this step is an email step, it can contain a template for an email.
Type	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The type of step. Possible values are: `AutoSendAnEmail` — Salesforce automatically sends the specified email. `Branch` — A branch step in the sales cadence. `CreateTask` — Used for custom steps. `DaisyChain` — A daisy chain step. A daisy chain step connects this sales cadence to another sales cadence. It must be the last step in the path. `ListenerBranch` — A branch step for emails. `MakeACall` — The sales rep must call the prospect at this step. `Root` — This step is the root step for the sales cadence. `SendAnEmail` — The sales rep must send the prospect an email at this step. `Wait` — A wait step tells the sales rep not to do anything at this point in the sales cadence.
WaitTimeInSeconds	Type int Properties Filter, Group, Nillable, Sort Description Required if the step type is `Wait`. The time in seconds for this step to wait.

Usage

Use ActionCadenceStep to see what steps your sales cadence has:

1select StepTitle from ActionCadenceStep where ActionCadence.ID= <the id of an action cadence> and IsOrphan=false

Object Reference for Salesforce and Lightning Platform

ActionCadenceStep

Supported Calls

Fields

Usage

See Also