Sept 14, 2023 Major Release: Bulk Add a Cadence to Leads from List View

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    • 4 minutes

    Add the Bulk Add Cadence Button to the Lead Object

    Navigate to your org, and click here from the Leads object.
    Click "Edit Object\ Opens in a new tab"
    Click "List View Button Layout"
    Click "Show More"
    Click "Edit."
    Click "Bulk Add Cadence"
    Click the Add arrow.
    Move the "Bulk Add Cadence" button up as-needed.
    Click "Save."

    Update the Email Follow Up Sequence Page Layout and Permission Sets

    Alert! If the Email Follow Up Sequence email field is left blank, the system will use the default email associated with the cadence trigger.
    Click here.
    Type and click "Email Follow Up Sequence"
    Open a sequence
    Click here.
    Click here.
    Click "Page Layouts"
    Click "Lead Follow Up Sequence Layout"
    Click and drag the "Email" field onto the page layout.
    Click "Save"
    Click "Fields & Relationships"
    Click "Email"
    Click this button field.
    Ensure the visibility checkboxes are checked.
    Click this button.
    Tip!
    Alert! To use multiple "send from" email addresses, those email addresses must be added AND verified in "Organization-Wide Addresses" settings.

    Create 2-3 New Test Leads

    Click "New"
    Click "Next"
    Fill in the test record.
    Remember: The email and mobile number fields need to be filled out to fully utilize cadences.
    Click "Save," and create 1-2 additional test records under different record types.

    Bulk Add Cadence to Leads

    Click "Leads"
    Select 2 or more test leads. Note that Salesforce sets a maximum of 200 leads that can be selected from list view.
    Click "Show more actions" if the "Bulk Add Cadence" button is not visible.
    Click "Bulk Add Cadence"
    Choose the preferred email and SMS templates and task folder, then select "Add Cadence to Leads."

    Update Remote Site Settings and Custom Settings

    Type and click "Remote Site Settings" in the quick find box.
    Click "leftmainSecure**2**"
    Click "Edit"
    Ensure the "Active" checkbox is checked.
    In the quick find field, type and click "Custom Settings"
    Click "LeadActivityCountSetting"
    Click "Manage"
    Click "Edit"
    Ensure the "Activate Event Trigger" and "Activate Task Trigger" boxes are checked. Then click "Save."

    Understand Improvements to Cadences

    - When cadence is stopped, "has cadence" checkbox is **automatically unchecked** - If new cadence is added, "stop cadence" checkbox on PREVIOUS cadence is **automatically checked** - When all scheduled cadences equal complete, "stop cadence" checkbox is **automatically checked and "has cadence" checkbox is unchecked** - If last active cadence is deleted, all scheduled tasks, emails and sms are **set to COMPLETED and "has cadence" checkbox is unchecked** - Multiple "send from" email addresses can be used with cadences

    Additional Update Included in This Release

    - Left_Main_Bathrooms_c in Transaction Object now has 2 decimal places
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