| ActionCadenceId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the ActionCadence that is related to the ActionCadenceStep.
- This field is a relationship field.
- Relationship Name
- ActionCadence
- Relationship Type
- Lookup
- Refers To
- ActionCadence
|
| 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.
- This field is a relationship field.
- Relationship Name
- ActionCadenceStep
- Relationship Type
- Lookup
- Refers To
- ActionCadenceStep
|
| ActionCadenceTrackerId |
- Type
- reference
- Properties
- Filter, Group, Sort
- Description
- The ID of the related ActionCadenceTracker.
- This field is a relationship field.
- Relationship Name
- ActionCadenceTracker
- Relationship Type
- Lookup
- Refers To
- 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.
- This field is a relationship field.
- Relationship Name
- CompletedBy
- Relationship Type
- Lookup
- Refers To
- User
|
| 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.
|
| ErrorCode |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- Possible values are:
- AUTO_EMAIL_DAILY_LIMIT_REACHED
- AUTO_EMAIL_ORG_SETTING_OFF
- AUTO_LIST_MQ_MAX_RETRIES_FAILED
- BCC_NOT_ALLOWED_IF_BCC_COMPLIANCE_ENABLED
-
EAC_GLOBAL_DATA_SOURCE_ERROR—EAC data source error
- EMAIL_ORG_SETTING_OFF
-
EXCHANGE_MAX_MAILBOX_SIZE—Max Exchange mailbox size
reached
- EXCHANGE_SEND_AS_DENIED
-
FIX_WITH_RECONNECT—Data
connection failed
-
GOOGLE_MAIL_SERVICE_NOT_ENABLED—Gmail service not
enabled
-
INVALID_DRAFT—Invalid email
draft
- INVALID_TARGET_EMAIL
- INVALID_TEMPLATE_ID
- INVALID_USER_EMAIL
-
MAIL_PROVIDER_RATE_LIMIT_REACHED—Email provider rate
limit reached
-
NON_EMAIL_UNKNOWN_ERROR—Unknown error
- NO_ATTACHMENT_ACCESS
- NO_CONTENT_VERSION_ACCESS
- NO_LIST_EMAIL_PERMISSION
- NO_TARGET_ACCESS
- ORG_WIDE_AUTO_EMAIL_LIMIT_REACHED
- ORG_WIDE_DAILY_EMAIL_LIMIT_REACHED
-
OTHER_REQ_FIELD_MISSING—Other required field missing
- PARDOT_MERGE_FIELD_RENDERING_ERROR
- POST_SEND_EXCEPTION
-
RETRIES_MAX_EXCEEDED—Maximum
retries exceeded
- RETRY_LATER
-
SCHEDULED_EMAIL_FAILED—Unknown error
- SENDER_MAILBOX_NOT_FOUND
-
TARGET_DO_NOT_CONTACT_ON—Target has Do Not Contact
on
- TARGET_EMAIL_BOUNCED
- TARGET_EMAIL_EMPTY
- TEMPLATE_DELETED
-
TEMPLATE_EMPTY—Email subject
or body missing
- TEMPLATE_HAS_INVALID_MERGE_FIELD
- TEMPLATE_MERGE_FIELD_RENDERING_ERROR
-
TEMPLATE_NOT_PUBLIC—No
access to template
- TEMPLATE_TOO_LARGE
-
UNKNOWN—Email unknown
error
- USER_HAS_LOST_HVS_ACCESS
- USER_IS_INACTIVE
|
| GoToStepIterationCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of times the action cadence step tracker was created for the same
step in a cadence. Available in API version 58.0 and later.
|
|
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.
- The default value is false.
- This field is a calculated field.
|
| ScheduledStartDateTime |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date and time when the step starts. Available in API version 58.0 and
later.
|
| 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. Once a sales rep takes action
on the cadence step, the value of this field is the number of seconds elapsed
between the due date and the time the action was taken.
- This field is a calculated field.
|
| 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.
-
Queued — Used for automated
email steps. The email step has started but the email is waiting in the
queue to be sent.
-
Scheduled — Used for email
steps. An email can be scheduled to be sent later.
|
| 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
- LinkedInConnection
- LinkedInMail
- ListenerBranch
- MakeACall
- PlatformScreenFlow
- Root
- SendAnEmail
- SubRoot
- Wait
|
| TargetId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the prospect that is assigned to this cadence.
- This field is a polymorphic relationship field.
- Relationship Name
- Target
- Relationship Type
- Lookup
- Refers To
- Contact, Lead
|
| 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.
|
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