ActionCadenceTracker

Represents an active cadence target. This object is available in API version 45.0 and later.

An ActionCadenceTracker record is created when you add a target to a cadence. Use ActionCadenceTracker to learn about a running cadence target, including its state, current step, assigned prospect, and reason for completion.

Supported Calls

delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve()

Fields

Field Details
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

Usage

Use ActionCadenceTracker to see what targets are currently assigned to an active action cadence.
select TargetId from ActionCadenceTracker where ActionCadenceId=<Id of the action cadence> and State= "Running"

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.

ActionCadenceTrackerChangeEvent (API version 48.0)
Change events are available for the object.
ActionCadenceTrackerOwnerSharingRule
Sharing rules are available for the object.
ActionCadenceTrackerShare
Sharing is available for the object.