Automation: Salesloft Cadences

The Salesloft Cadence actions allow you to automatically add or remove people from Salesloft Cadences.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
• Demandbase must be integrated with Salesloft.
• Users must have active Salesloft Cadences.

Add People to Salesloft Cadences

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Add to Salesloft Cadence.
4. In the right sub-action panel, complete the following drop-downs: 
   • Salesloft Assigner: Any Salesloft user. By default, Demandbase pre-populates this field with your name.
   • Salesloft Assignee: Any Salesloft user.
   • Cadence: Salesloft Cadence you want people added to.
     Important: 
     • The Cadences available depend on what the Assigner has access to. 
     • Team Cadences are available to all Salesloft users.
     • Private Cadences are only available if the Assigner and Assignee are the same person.
     • If a Cadence is not available, click the Refresh icon to sync the latest Cadences.
   • (Optional) Approver: Salesloft user authorized to approve the change. 
     Important: This option is only available if the Require Approval option was enabled when setting up the user-level integration for the Assigner. 
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Remove People from Salesloft Cadences

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > Remove from Salesloft Cadence.
4. In the right sub-action panel, complete the following drop-downs: 
   • Cadence: Salesloft Cadence you want people added to.
     Important: 
     • The Cadences available depend on what the Assigner has access to. 
     • Team Cadences are available to all Salesloft users.
     • Private Cadences are only available if the Assigner and Assignee are the same person.
     • If a Cadence is not available, click the Refresh icon to sync the latest Cadences.
   • (Optional) Approver: Salesloft user authorized to approve the change. 
     Important: This option is only available if the Require Approval option was enabled when setting up the user-level integration for the Assigner.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.