ActionCadenceStep

Represents a step in a cadence. Use ActionCadenceStep to learn which steps belong to a 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 cadence but is never executed. To retrieve the steps that can be executed by the cadence, query for ActionCadenceStep records with IsOrphan equal to false. ActionCadenceStep records with IsOrphan equal to true are deleted.

Note

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Fields

Field	Details
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. Note 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 is`false`. 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.

Usage

Use ActionCadenceStep to see what steps your action cadence has:

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

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.

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

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