|
ActionCadenceId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the related ActionCadence.
- Relationship Name
- ActionCadence
- Relationship Type
- Lookup
- Refers To
- ActionCadence
|
| CompletionDisposition |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Sort
- Description
- The target’s disposition when it exited the action cadence. This field contains a
value if the target’s State is
Complete. Sales
reps can set this value when removing a target from a
cadence. This field is available in API version 51.0 and
later. Possible values are:
-
Bad Data
— some of the target’s data is incorrect or
invalid.
-
Contact
Later — the target asked to be
contacted at a later date.
-
Customer
Connected — the sales rep
contacted the target.
-
Customer
Engaged — the target engaged with
an email.
-
Disqualified— a sales rep
determined that the target isn’t qualified.
-
Duplicate
— the target has a duplicate lead, contact,
or person account record.
-
No Response
— the target didn’t reply to any
outreach.
-
Not
Interested — the target stated a
lack of interest.
-
Success
— the cadence outreach was successful.
|
|
CompletionReason
|
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- The reason that the target completed the cadence. This field contains a value if the
target’s State is Complete. Possible
values are:
-
AutomaticallyExited — the target
completed because a global exit condition
occurred. This value is available in API version
49.0 and later.
- AutomaticallyExitedDeletedStep
- AutomaticallyExitedInvalidParentStep
-
DaisyChained — the target
completed because it’s connected to another action
cadence.
-
LeadConverted — the target
completed because the lead converted.
-
ManuallyRemoved — the target
completed because the sales rep removed it from
the cadence.
-
ManuallyRemovedNoAccess— reserved
for future use.
-
NoMoreSteps
— the target completed the action cadence
because all the action cadence steps were
completed.
|
|
CurrentStepId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the current ActionCadenceStepTracker.
- Relationship Name
- CurrentStep
- Relationship Type
- Lookup
- Refers To
- ActionCadenceStepTracker
|
| DaisyChainIteration |
- Type
- int
- Properties
- Filter, Group, Nillable, Sort
- Description
- The number of this action cadence in a sequence of
linked action cadences followed by this target. This
value starts at 1 with the initial action cadence. A
target can follow a sequence of up to 10 linked
action cadences. Available in API version 53.0 and later.
|
|
ErrorMessage
|
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- If an error occurs while this target is being completed,
this field contains the error message.
|
| ExitGlobalRuleId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- If a global exit condition occurs, a target completes.
One example of a global exit condition is an email
returned because of an invalid address. If the target
completed because a global exit condition occurred, this
field contains the ID of the ActionCadenceRule record
that evaluated as true.
This field is available in API
version 49.0 and later.
- Relationship Name
- ExitGlobalRule
- Relationship Type
- Lookup
- Refers To
- ActionCadenceRule
|
| IsTrackerActive |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
- Indicates whether the action cadence target is active (true) or not (false). The default value is false. An action
cadence target is active if the state is Running, Paused, Processing, or Initializing. Only
active targets count against the org limit of 150,000
trackers.
This field is available in API version
50.0 and later.
|
|
LastCompletedStepId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the last completed
ActionCadenceStepTracker.
- Relationship Name
- LastCompletedStep
- Relationship Type
- Lookup
- Refers To
- ActionCadenceStepTracker
|
|
OwnerId
|
- Type
- reference
- Properties
- Filter, Group, Sort
- Description
- The ID of the user who is assigned to complete the
cadence steps for the target.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
| RelatedToAttributionType |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
- Defines when the cadence is related to an opportunity or invoice. Available in API
version 51.0 and later.
- Possible values are:
-
Activation—Attribute the
opportunity to the cadence when the opportunity is
created.
-
Collected—Attribute the value to
the cadence after payment for the invoice is
collected.
-
Collection
Advancement—Attribute the value to
the cadence when the invoice is out for
collection.
-
Maturation—Attribute the
opportunity to the cadence only when the
opportunity stage advances.
|
| RelatedToId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the related opportunity if there’s one.
Available in API version 51.0 and later.
- This is a polymorphic relationship field.
- Relationship Name
- RelatedTo
- Relationship Type
- Lookup
- Refers To
- Opportunity,
Invoice
|
| ScheduledResumeDateTime |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The date and time when the action cadence tracker is
going to resume after it’s paused or on a wait step.
Available in API version 53.0 and later.
|
|
State
|
- Type
- picklist
- Properties
- Filter, Group, Restricted picklist, Sort
- Description
- The state of the current action cadence tracker.
Possible values are:
- Complete
- Error
- Initializing
- Paused
-
Processing—Salesforce is working
on changing the state of this action cadence
tracker. We recommend that you filter out steps
that have this state from your dashboards.
- Running
|
|
TargetId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- The ID of the target that is assigned to this action
cadence.
- Relationship Name
- Target
- Relationship Type
- Lookup
- Refers To
- Contact, Lead
|
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