|
ActionCadenceId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the ActionCadence that is related to the ActionCadenceStep.
|
|
ActionCadenceName
|
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- The name of the related ActionCadence object.
|
|
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.
|
|
ActionTakenDateTime
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date and time that the action described in this step was taken.
|
|
CompletedById
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The user ID of the sales rep who completed this step. A step can be assigned
to several users before it’s completed. This field is available in API version
50.0 and later.
|
|
CompletionDate
|
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date this step 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 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.
-
AutomaticallyExited — the
step exited because a global exit condition occurred. This value is
available in API version 49.0 and later.
-
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 must 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 completed an action during this
step, such as making a phone call, 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 for a
given target.
-
Cancelled — the sales rep
canceled the step. Salesforce doesn’t run any canceled steps.
-
Completed — this step is
finished. Either the work in the step completed, or the step was
skipped.
-
Error — an error occurred
while executing this step.
-
InProgress — the sales rep
has started the step, but it isn’t yet completed.
-
Paused — the sales rep
paused the step.
-
Scheduled — used for email
steps. An email can be scheduled to be sent later.
-
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 name 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.
|
|
WasEverPaused
|
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- Indicates whether the sales rep had ever paused this step (true), or not (false). This field is available in API version 50.0 and
later.
|
j