Take Action: Salesloft Cadences

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

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with Salesloft.
• User must have active Salesloft Cadences. 

Add People to Salesloft Cadences

1. Select people to add to a Salesloft Cadence and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Add to Salesloft Cadence.
3. In the Assigner 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. 
4. Click Confirm.

Remove People from Salesloft Cadences

1. Select people to remove from a Salesloft Cadence and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Remove from Salesloft Cadence.
3. From the Assigner panel, complete the following drop-downs:
   • Salesloft Assigner: Any Salesloft user. By default, Demandbase pre-populates this field with your name.
   • 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. 
4. Click Confirm.

Outcome

Demandbase sends a request to Salesloft to add or remove people from the Salesloft Cadence. 

If a person as already added to another Cadence, an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action.

Troubleshoot

The following error messages may appear for actions that cannot be assigned:

• Invalid entry selected for Cadence given selection in Salesloft User: Salesloft user doesn't have access to the Cadence.
• Cadence is not owned by the provided user and is not a Team Cadence: Salesloft user doesn't have access to the private Cadence.