ActionCadence

Use ActionCadence and its related objects to learn about an action cadence, including:

The current state of the action cadence.
The steps that the action cadence contains.
Which leads, contacts, or person accounts are assigned to the action cadence.

The ActionCadence, ActionCadenceStep, ActionCadenceRule, and ActionCadenceRuleCondition objects define an action cadence and the steps that it contains. ActionCadenceTracker and ActionCadenceStepTracker track a prospect's movement through an active action cadence.

By learning when the action cadence objects are created and deleted, you can make the most of the action cadence API.

An ActionCadence record is created when you use the Sales Engagement app to create a cadence.
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 ActionCadenceTracker record is created when you assign a prospect to an action cadence.
An ActionCadenceStepTracker record is created each time the prospect moves to a new step.

All of these action cadence records exist until you use the Sales Engagement app to delete an action cadence. If many prospects have been assigned to the action cadence, there can be many associated ActionCadenceTracker and ActionCadenceStepTracker records. In this case, deleting the action cadence can take some time. While the action cadence is being deleted, the ActionCadence record is in the Deleting state.

Supported Calls

delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(),

Fields

Field	Details
ActivatedDate	Type date Properties Filter, Group, Nillable, Sort Description The date that the user activated the action cadence. ActionCadence objects are created in a draft state and must be manually activated before they’re used.
Description	Type textarea Properties Nillable, Update Description The description of this action cadence.
ErrorMessage	Type string Properties Filter, Group, Nillable, Sort Description If there was an error when activating the action cadence, this field contains the error message.
FolderId	Type reference Properties Create, Filter, Group, Sort, Update Description The ID of the folder that contains the action cadence. Available in API version 49.0 and later. This is a polymorphic relationship field. Relationship Name Folder Relationship Type Lookup Refers To Folder, Organization, User
FolderName	Type string Properties Filter, Nillable, Sort Description The name of the folder that contains the action cadence. Available in API version 49.0 and later.
LastEditedDateTime	Type dateTime Properties Create, Filter, Nillable, Sort, Update Description The date and time this object was last edited.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The date this object was last referenced.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The date this action cadence was last viewed in the Sales Engagement app.
Name	Type string Properties Filter, Group, idLookup, Sort, Update Description The name of this action cadence. Every action cadence in an org must have a unique name.
OwnerId	Type reference Properties Filter, Group, Sort, Update Description The ID of the owner of the action cadence (typically the user who created it). To change the owner of an action cadence, the new owner must have read access to action cadences enabled in their user profile. Note
State	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort, Update Description This entity's state. Possible values are: `Active` The user finished modifying the action cadence and has activated it. At this point, you can't make any more changes to the steps in the action cadence. `Deleting` All records associated with this action cadence, including the ActionCadence record and all its related records, are being deleted. While in this state, the ActionCadence can’t be attached to a prospect. `Draft` ActionCadence objects are in the draft state when they’re created. In this state, the ActionCadence can’t be assigned to any prospect. `Error` An error occurred while trying to activate the action cadence. `Inactive` The user deactivated the action cadence. New targets can’t be added to the action cadence. Existing targets continue in the action cadence until completion.
Type	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort, Update Description Indicates the type of ActionCadence. Available in API version 56.0 and later. Possible values are: `Standard` Standard cadences can contain multiple steps and are usually built by sales managers in the Cadence Builder. `Quick` Quick cadences can contain only one step, are built by reps for their personal use, and don't require the Cadence Builder.

Usage

Use ActionCadence to learn how many action cadences are currently active:

1select COUNT() from ActionCadence where State="Active"

Retrieve all ActionCadence records that have "West Coast" in their name:

1SELECT ActionCadenceId FROM ActionCadence WHERE NAME LIKE '[West Coast Cadence]%'

Retrieve all ActionCadence records owned by a specific user:

1SELECT ActionCadenceId  FROM ActionCadence WHERE OwnerId = '<owner id>'

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ActionCadenceChangeEvent (API version 48.0): Change events are available for the object.

Object Reference for the Salesforce Platform

Supported Calls

Fields

Usage

Associated Objects

See Also