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Removing Leads from Sales Cadence
Hey all, I am trying to create a flow + process builder to remove "unqualified" leads from a sales cadence but got this error message:
My flow to find a lead who's in a cadence (following this URL (https://help.salesforce.com/articleView?id=hvs_cadences_auto_add_targets_flow.htm&type=5)):
Anyone know what I'm doing wrong?
My flow to find a lead who's in a cadence (following this URL (https://help.salesforce.com/articleView?id=hvs_cadences_auto_add_targets_flow.htm&type=5)):
Anyone know what I'm doing wrong?
1. Follow steps for automatically adding a record to sales cadence on a flow UNTIL the core action.
2. Select 'remove from sales cadence' as the core action.
3. Use the same targetID method, but for 'completion reason' type in 'ManuallyRemoved'
Once you trigger this flow in a process, it works like a charm.
I built in a decision function in the flow to only trigger on records that have sales cadence filled out to avoid any potential errors. (bonus help :) )
Release notes that saved my caboose: https://releasenotes.docs.salesforce.com/en-us/spring19/release-notes/rn_api_rest.htm
Thank You
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I have already done those steps you mentioned (as you can see from my screenshots) but am confused with the below steps:
- "Enter the name of the sales cadence you want to add prospects to. Be sure to enter the name exactly as it appears on the sales cadence record."
Where exactly should I do these steps? I couldn't find where to do this as I just wanted all sales cadences to appear... not a specific one which the flow will find. Not sure if this was the reason for my error message but I can't seem to get this flow working properly for some reason. Help much appreciated!