Sales Engagement Actions

Manage your Sales Engagement cadences using invocable actions.

Sales Engagement must be set up in your org. The user must have permissions to use cadences.

Supported REST HTTP Methods 

URIs:

Formats: JSON, XML

HTTP Methods: GET, HEAD, POST

Authentication: Authorization: Bearer token

Other Information: Error Response Types

Assign Target to Cadence 

Available in API version 45.0.

URI: /services/data/vXX.X/actions/standard/assignTargetToSalesCadence

InputTypeDescription
salesCadenceNameOrIdstringRequired. The name or ID of the cadence.
startStepNameOrIdstringThe name or ID of the cadence step where the target starts in the cadence.
targetIdIDRequired. The ID of the contact, a lead, or person account to add to the cadence.
userIdIDThe ID of the user designated as the target assignee. The target assignee is the sales rep who performs the cadence steps for the target.
relatedToIdIDThe ID of the target’s related opportunity or invoice. This field is only available when Relate Opportunities to Cadences or Use Cadences for Collections is turned on in Sales Engagement Setup.

Sample Input

The following code sample adds a target to a cadence:

1{
2  "inputs" : [ {
3    "salesCadenceNameOrId" : "77Cxx0000004CXEEA2",
4    "targetId" : "00Qxx000002TRI2EAO"
5    }] 
6}

Remove Target from Cadence 

Available in API version 45.0.

URI: /services/data/vXX.X/actions/standard/removeTargetFromSalesCadence

InputTypeDescription
targetIdIDRequired if actionCadenceTrackerId is null. The ID of the contact, a lead, or person account to remove from the cadence.
actionCadenceTrackerIdIDRequired if targetId is null. The ID of the action cadence tracker to remove from the cadence.
completionReasonCodestringRequired. The completion reason code indicates how the target competed the cadence. The only valid value is ManuallyRemoved.
completionDispositionstringThe disposition of the completed cadence tracker. Valid values are: Success, Customer Engaged, Customer Connected, Contact Later, No Response, Not Interested, Disqualified, Bad Data, or Duplicate.
relatedToIdIDThe ID of the target’s related opportunity or invoice. This field is only available when Relate Opportunities to Cadences or Use Cadences for Collections is turned on in Sales Engagement Setup.
relatedToAttributionTypestringThe attribution type of the target’s related opportunity or invoice. This field is only available when Relate Opportunities to Cadences or Use Cadences for Collections is turned on in Sales Engagement Setup. Valid values are: Activation (valid for both opportunities and invoices), Maturation (valid for opportunities), or Collected (valid for invoices).
shouldApplyUserContextbooleanIndicates whether to remove only action cadence trackers owned by the running user (true) or not (false).

Sample Input

The following code sample removes a target from a cadence:

1{
2  "inputs" : [ {
3    "completionReasonCode" : "ManuallyRemoved",
4    "targetId" : "00Qxx000002TRI2EAO"
5    }]
6}

Pause Cadence Tracker 

Pause a target in its cadence. Available in API version 50.0.

URI: /services/data/vXX.X/actions/standard/pauseSalesCadenceTracker

InputTypeDescription
targetIdIDRequired. The ID of the contact, a lead, or person account to pause.
resumeTimeStringOptional. The scheduled end time for the pause.

Sample Input

The following code sample pauses a target in its cadence:

1{
2  "inputs" : [ {
3    "targetId" : "00Qxx000002TRI2EAO", "resumeTime" : "2021-06-15T05:30:00:521917Z"
4    }]
5}

Resume Cadence Tracker 

Resume a target in its cadence. Available in API version 50.0.

URI: /services/data/vXX.X/actions/standard/resumeSalesCadenceTracker

InputTypeDescription
targetIdIDRequired. The ID of the contact, a lead, or person account to pause.

Sample Input

The following code sample resumes a target in its cadence:

1{
2  "inputs" : [ {
3    "targetId" : "00Qxx000002TRI2EAO"
4    }]
5}

Change Cadence Target Assignee 

Available in API version 50.0.

URI: /services/data/vXX.X/actions/standard/changeSalesCadenceTargetAssignee

InputTypeDescription
targetIdIDRequired. The ID of the contact, a lead, or person account to pause.
userIdIDThe ID of the user designated as the target assignee. The target assignee is the sales rep who performs the cadence steps for the target.

Sample Input

The following code changes a target’s assignee:

1{
2  "inputs" : [ {
3    "targetId" : "00Qxx000002TRI2EAO",
4    "userId" : "005R0000000eg3zIAA",
5    }] 
6}

Modify Cadence Tracker Attributes 

Available in API version 51.0.

URI: /services/data/vXX.X/actions/standard/modifyCadenceTrackerAttributes

InputTypeDescription
actionCadenceTrackerIdIDRequired. The ID of the cadence tracker to modify.
completionDispositionstringThe disposition of the completed cadence tracker. Valid values are: Success, Customer Engaged, Customer Connected, Contact Later, No Response, Not Interested, Disqualified, Bad Data, or Duplicate.
relatedToIdIDThe ID of the target’s related opportunity or invoice. This field is only available when Relate Opportunities to Cadences or Use Cadences for Collections is turned on in Sales Engagement Setup.
relatedToAttributionTypestringThe attribution type of the target’s related opportunity or invoice. This field is only available when Relate Opportunities to Cadences or Use Cadences for Collections is turned on in Sales Engagement Setup. Valid values are: Activation (valid for both opportunities and invoices), Maturation (valid for opportunities), or Collected (valid for invoices).

Sample Input

The following code modifies a cadence tracker with a Completion Disposition of “Customer Engaged”, a related opportunity, and an Attribution Type of “Activation”:

1{
2  "inputs" : [ {
3    "actionCadenceTrackerId" : "0qBR00000005CXvMAM",
4    "completionDisposition" : "Customer Engaged",
5    "relatedToId" : "006R0000003DNpJIAW",
6    "relatedToAttributionType" : "Activation"
7    }] 
8}

Send Cadence Event 

Available in API version 52.0.

Send an event to a cadence, such as skipping or manually completing a step.

URI: /services/data/vXX.X/actions/standard/sendSalesCadenceEvent

InputTypeDescription
recordIdIDRequired. The ID of the cadence step tracker to send the event to.
eventTypestringRequired. The type of event to send. Valid values are: Skip or ManualComplete.

Sample Input

The following code sends a Manual Complete event to a cadence step tracker:

1{
2  "inputs" : [ {
3    "recordId" : "8HFR00000005WyqOAE",
4    "eventType" : "Manual Complete"
5    }] 
6}

Select Template for Cadence Step Tracker 

Retrieve the email template or call script from a cadence step or cadence step variant (if variant testing) to be used while executing a step for a particular target. Available in API version 53.0.

URI: /services/data/vXX.X/actions/standard/selectTemplateForSalesCadenceStepTracker

InputTypeDescription
stepTrackerIdIDRequired. The ID of the cadence step tracker.
OutputTypeDescription
outputJSONThe email template or call script ID and its related split percentage.
errorstringThe error message returned when the action fails.

Sample Input

The following code retrieves the email template or call script for two cadence steps:

1{"inputs": [ {
2        "stepTrackerId" : "8HFR00000006LE8OAM"
3    },
4    {
5        "stepTrackerId" : "8HFR00000006LEDOA2"
6    }]
7}

Sample Output

The following code sample illustrates a response after one success and one failure.

1[ {
2  "actionName" : "selectTemplateForSalesCadenceStepTracker",
3  "errors" : null,
4  "isSuccess" : true,
5  "outputValues" : {
6    "output" : {
7      "SplitPercentage" : 10.0,
8      "TemplateId" : "00XR0000000UOtZMAW"
9    }
10  }
11}, {
12  "actionName" : "selectTemplateForSalesCadenceStepTracker",
13  "errors" : [ {
14    "statusCode" : "UNKNOWN_EXCEPTION",
15    "message" : "No template was found.",
16    "fields" : [ ]
17  } ],
18  "isSuccess" : false,
19  "outputValues" : {
20    "error" : "No template was found."
21  }
22} ]

Error Response Types 

Sales Engagement actions can respond with success or errors.

If any type of error occurs with an action, the isSuccess field is false.

This example illustrates a success response for the Assign Target To Cadence action.

1[ {
2         "actionName" : "assignTargetToSalesCadence",
3         "isSuccess" : true
4         } ]

This example illustrates an error caused by sending invalid input values to the Assign Target To Cadence action.

1[ {
2         "actionName" : "assignTargetToSalesCadence",
3         "errors" : [ {
4         "statusCode" : "UNKNOWN_EXCEPTION",
5         "message" : "The object needs to be a valid cadence entity.",
6         "fields" : [ ]
7         } ],
8         "isSuccess" : false,
9         "outputValues" : {
10         "error" : "The object needs to be a valid cadence entity."
11         }
12         } ]