Sales Cloud32 tasks
Configure Sales Engagement Cadences
Build and activate outreach cadences for leads, with email, call and social steps. The work also covers the templates, reports and dashboards the cadences depend on, and finding out why cadence steps fail.
Method
How MeshMesh does it
- Investigates why a cadence feature does not show or work. In one case the call result picklist was missing because it needs a telephony provider.
- Explores cadence branching and step objects through queries. Where standard and custom report types cannot report step error codes, it builds a CRM Analytics dataset that surfaces the errors and writes a reproduction guide.
- Builds active branching cadences on a demo org, with new email templates, several reports and a Cadence Performance dashboard. It also loads sample leads, tasks and events.
- Diagnoses failing cadence email steps. In one case the cause was template linking: MeshMesh cleared the template links on the affected steps and supplied a step-to-template mapping for the user to select by hand.
Related: Configure Einstein Activity Capture, or back to the Sales Cloud overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.