ActionCadenceId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
- The ID of the ActionCadence that this step belongs
to.
- This field is a relationship field.
- Relationship Name
- ActionCadence
- Relationship Type
- Lookup
- Refers To
- ActionCadence
|
AllCallsCallBackLater |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls having the call outcome
Call Back Later.
|
AllCallsLeftVoicemail |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls having the call outcome
Left Voicemail.
|
AllCallsMeaningfulConnect |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls having the call outcome
Meaningful Connect.
|
AllCallsNotInterested |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls having the call outcome
Not Interested.
|
AllCallsUncategorized |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls where the call outcome isn’t
categorized.
|
AllCallsUnqualified |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls having the call outcome
Unqualified.
|
AllEmailsBouncedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that weren’t delivered
successfully.
- This field is a calculated field.
|
AllEmailsDeliveredCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails delivered.
- This field is a calculated field.
|
AllEmailsHardBouncedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails returned for a permanent reason
— for example, the email address doesn’t exist.
This field is available in API version 50.0 and
later.
|
AllEmailsLinkClickedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of links inside an email that the target
clicked during this step. Multiple clicks on the same
link count towards this total. This field is available
in API version 50.0 and later.
|
AllEmailsOpenedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that the target opened while
working on this step. Multiple opens of the same email
count towards this total.
|
AllEmailsOutOfOfficeCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that were returned because the
recipient set an out-of-office responder. Multiple
replies count towards this total. This field is
available in API version 50.0 and later.
|
AllEmailsRepliedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that targets replied to as part of
this step. Multiple replies to the same email count
towards this total, This field is available in API
version 50.0 and later.
|
AllEmailsSentCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of sent emails.
|
AllEmailsSoftBouncedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that were returned for temporary
reasons — for example, the email is too large.
This field is available in API version 50.0 and
later.
|
AllEmailsTrackedSentCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails sent by this user with engagement
tracking enabled.
|
AllEmailsUntrackedSentCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails sent by this user without
engagement tracking.
|
AllManuallyCompletedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of steps manually completed.
|
AllOnTimeCompletedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of steps completed on time.
|
AllOverdueCompletedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of overdue steps that were completed.
|
AllSkippedCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of steps skipped.
|
AllTotalCallsCount |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of calls that the sales rep made during this
step.
- This field is a calculated field.
|
BranchDefaultStepName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the default step.
|
ChainedCadenceId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the ActionCadence for the linked action
cadence. Available only if the step type is
DaisyChain (meaning that
another action cadence is connected to this action
cadence).
- This field is a relationship field.
- Relationship Name
- ChainedCadence
- Relationship Type
- Lookup
- Refers To
- ActionCadence
|
GoToStepIntervalInMinutes |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Contains information about when the step should be
repeated next, in minutes. Available in API version 58.0
and later.
|
GoToStepIterationLimit |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Contains the maximum number of repeat (goto) step
iterations allowed. Available in API version 58.0 and
later.
|
GoToStepName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- If this step’s original next step was removed during an
edit after activation, this field specifies the updated
next step.
|
GraphState |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Nillable,
Restricted picklist, Sort, Update
- Description
- Represents the state of the ActionCadenceStep within the step graph,
or sequence, of the action cadence.
- Possible values are:
-
Included—This step is part of the
step graph.
-
Orphaned—This step was removed
from the step graph before the action cadence was
activated. Orphaned steps are deleted upon
activation.
-
Pending—This step has been
created but hasn’t been added to the step graph.
Pending steps can be added to the step graph in
the future.
-
Retired—This step was previously
part of an active action cadence step graph and
was removed during an edit after activation.
Retired steps can have associated step
trackers.
|
HasVariant |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- This field is valid for email and call step types. If
true, the step
has email or call template variants. The template
variants are defined in ActionCadenceStepVariant
records. Available in API version 53.0 and later.
- The default value is false.
|
IsImmediateWakeUp |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- Description
- Indicates whether a listener branch is immediate wake up
(true) or not
(false).
- The default value is false.
|
IsOrphan |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- If true, this step
isn’t executed by the action cadence and will be
deleted. Steps with IsOrphan equal
to true have
ParentStepName equal to null.
To retrieve
the active steps in an action cadence, include
IsOrphan=false in your
query.
The default value is false.
This
field is available in API version 49.0 and
later.
- This field is a calculated field.
|
IsScheduledDueDateLocked |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- Description
- Indicates whether assignees can change the due date
(true) or not
(false).
Available in API version 58.0 and later.
- The default value is false.
|
IsScreenFlowActive |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- Indicates whether the flow is active and can be executed
(true) or not
(false).
- The default value is false.
|
IsStepAutomationActive |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- If true, the flow referenced in the
StepAutmationReference field is active. If false, the
flow isn’t active. Only active flows can be executed.
The default value isfalse. This field is available in API
version 56.0 and later.
|
IsThreaded |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- 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 see
a "conversation" view of the emails. Only emails from
the same action cadence are grouped as conversations.
This field can’t be true for the first email step
in an action cadence, because the first email from
an action cadence must 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
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The step name
(ActionCadenceStep.StepName) of
the previous step in the action 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
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the root step for this action cadence. Every
action cadence has exactly one root step (so that the
Salesforce API can find all the steps for this
cadence).
- This field is a relationship field.
- Relationship Name
- RootStep
- Relationship Type
- Lookup
- Refers To
- ActionCadenceStep
|
ScheduledDaysUntilDue |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The number of days after which this current step is due.
Available in API version 58.0 and later.
|
ScheduledDaysUntilStart |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The number of days when this step starts after the
previous step completes. For delays of greater than one
day from
ScheduledStartTimeInMinutes.
Available in API version 58.0 and later.
|
ScheduledStartDelayInMinutes |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Any hard waits in minutes is captured in this field.
Waits greater than 1 day need to set
ScheduledDaysUntilStart.
Available in API version 58.0 and later.
|
ScheduledStartTimeInMinutes |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The specific time of day when the step starts. The time
represents minutes after 00:00. Available in API version
58.0 and later.
|
ScreenFlowReference |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
- The namespace__fullname of the screen flow.
Used to describe flow objects and launch flows client
side.
|
StepAutomationReference |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the flow that the step uses. Cadence steps
can launch a cadence step flow as the step or as a
cadence autolaunched flow when a rep completes the step.
The format is namespace__fullName. This field is
available in API version 56.0 and later.
|
StepComments |
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- A comment that provides additional information about
this step.
|
StepName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Unique identifier for this step. Generated by
Salesforce.
|
StepTitle |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The title given to the step when it was created.
|
TemplateId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- 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.
- This field is a polymorphic relationship field.
- Relationship Name
- Template
- Relationship Type
- Lookup
- Refers To
- CallTemplate, EmailTemplate
|
Type |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort,
Update
- Description
- The type of step. Possible values are:
-
AutoSendAnEmail — Salesforce
automatically sends the specified email.
-
Branch
— A branch step in the action cadence.
-
CreateTask
— Used for custom steps.
-
DaisyChain
— A daisy chain step. A daisy chain step
connects this action cadence to another action
cadence. It must be the last step in the
path.
- LinkedInConnection
- LinkedInMail
-
ListenerBranch — A branch step
for emails.
-
MakeACall
— The sales rep must call the prospect at
this step.
- PlatformScreenFlow
-
Root
— This step is the root step for the action
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 action cadence.
|
TypeDetail |
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- More detail about the step type. If the step is a
cadence step flow, this field contains the flow name.
Otherwise, this field contains the same value as the
Type field. This field is available in API version 56.0
and later.
|
UniqueEmailsLinkClickedCount |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of links inside an email that the target
clicked during this step. Multiple clicks on the same
link aren’t counted. This field is available in API
version 50.0 and later.
|
UniqueEmailsOpenedCount |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that the target opened as part of
this step. Multiple openings of the same email aren’t
counted. This field is available in API version 50.0 and
later.
|
UniqueEmailsRepliedCount |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of emails that targets replied to as part of
this step. Multiple replies to the same email aren’t
counted. This field is available in API version 50.0 and
later.
|
WaitTimeInSeconds |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Required if the step type is Wait. The time in seconds for this step to
wait.
|