Take Action: Salesloft Cadences

Context

The Add to Salesloft Cadence and Remove from Salesloft Cadence actions allow you to add or remove people from Salesloft Cadences directly from Demandbase.

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/Preparation

Demandbase must be integrated with Salesloft.

Users must have active Salesloft Cadences. 

Steps: Add to 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. From the Assigner drop-down list, select a Salesloft user as the assigner.
   Tip: Demandbase pre-populates this field with your username.
4. From the Assignee drop-down list, select a Salesloft user as the assignee. 
   Tip: Only the assignees that the Assigner is allowed to assign Cadences to are available.
5. From the Cadences drop-down list, select the Salesloft Cadence to add people to.
   Tips:
   • 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.
6. (Optional) From the Approver drop-down list, select a 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. 
7. Click Confirm.

Steps: Remove from 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 drop-down list, select a Salesloft user as the assigner.
   Tip: Demandbase pre-populates this field with your username.
4. From the Cadences drop-down list, select the Salesloft Cadence to remove people from.
   Tips:
   • 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.
5. (Optional) From the Approver drop-down list, select a Salesloft user authorized to approve the change.
   Important: This option is only available if Require Approval option was enabled when setting up the user-level integration for the Assigner. 
6. Click Confirm.

Outcome

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

Important: 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.

The following error messages may also 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.