Manage Campaigns and Sales Cadences

Use Wave grid actions to manage Campaign and Sales Cadence membership directly from your grid. You can select multiple Contacts or Leads and add them to a Campaign, add them to a Sales Cadence, or remove them from a Sales Cadence without leaving the Wave Embedded grid.

Why Use These Grid Actions?

When working with a list of Contacts or Leads, you may need to perform the same Campaign or Sales Cadence action for multiple records.

Instead of managing each record separately, you can select the records directly in your Wave grid and perform the action in one step.

For example:

You have 5 Contacts in a Wave grid and want to add them to a Campaign. Select the Contacts, choose Add to Campaign, select the Campaign and Member Status, and complete the action.

Add Contact to Campaign

The selected records are then processed by Salesforce.

What can you do?

Action	What it does	Result
Add to Campaign	Adds selected Contacts or Leads to an active Campaign	The selected records become Campaign Members
Add to Cadence	Adds selected Contacts or Leads to an active Sales Cadence	The selected records are assigned to the selected Sales Cadence
Remove from Cadence	Removes selected Contacts or Leads from a Sales Cadence	The selected records are removed from the applicable Sales Cadence

These actions are configured as Wave grid actions using Salesforce Screen Flows.

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Before You Start

Before configuring these grid actions, make sure the following are available in your Salesforce org.

• The supplied flows are deployed and active:

  • Add to Campaign

  • Add to Cadence

  • Remove from Cadence

• Users have access to the required flows and Salesforce objects.

• For Add to Campaign, at least one active Campaign is available.

• For Add to Cadence and Remove from Cadence, Salesforce Sales Engagement is enabled and the required Sales Engagement access is available.

• You are configuring the actions on a Contact or Lead grid.

The supplied flows use a variable named selectedRecordIds to receive the records selected in the Wave grid.

Tip: If you want the same action on both a Contact grid and a Lead grid, configure the grid action separately on each grid.

Get the source code

The source code is provided as separate packages so you can deploy only the functionality you need.

Manage Campaign

Use this package if you want to add the Add to Campaign grid action to your grid.

Download: Manage Campaign.zip

Manage Campaign.zip

archive · 9KB

Open

Manage Sales Cadence

Use this package if you want to add Add to Cadence and/or Remove from Cadence grid actions to your grid.

Developer Note: The Sales Cadence object must be available and accessible in the Salesforce org to use this functionality. If the required access is not available, the Add to Cadence and Remove from Cadence actions cannot be added or used.

Download: Manage Sales Cadence.zip

Manage Sales Cadence.zip

archive · 6KB

Open

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Deploy The Source Code

After downloading the package, you can deploy the metadata to your Salesforce org using Salesforce Inspector Reloaded or your preferred Salesforce deployment method.

Using Salesforce Inspector Reloaded

1. Download the source code package for the functionality you want to use.

2. Open Salesforce Inspector Reloaded in your Salesforce org.

3. Click on Download Metadata button.

4. Click Import package .xml or package zip file button.

5. Upload the zip files.

6. Then click open to deploy the metadata to your org.

Note: The exact Salesforce Inspector Reloaded options may vary depending on the version of the extension you are using.

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Configure the Grid Action on the Contact Grid

Configuration Steps

1

Adding the Button

• Select an existing Contact/Lead grid or create a new Contact/Lead grid.

• Go to the Actions tab.

• Click on the Grid Actions tab

• Click + Grid Action button.

Go to Actions tab

• Enter the grid action details:

  • Label: Enter the name you want users to see.

  • Tooltip: Add a short description of the action.

• Click Next.

Set the Label and Tooltip

2

Connect the Button to the Flow Component

• Salesforce Component: Select Flow.

• Flow: Select the Flow that matches the action.

For example:

If you want to add...	Select this Flow
Campaign membership	Add to Campaign
Sales Cadence membership	Add to Cadence
Remove Sales Cadence membership	Remove from Cadence

• Enter the success message to display after the email is sent.

• Click Next.

Connect the Button to the LWC Component

3

Set the Variable and Save

Add the selectedRecordIds variable so the Flow knows which Contacts or Leads the user selected in the grid.

Configure it as:

Setting	Value
Variable Name	selectedRecordIds
Data Type	String
Parameters	selectedRecordIds

Set the Variable and Save

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What Each Action Does

Once the grid actions are configured, users can select multiple records directly from the grid and choose the action they need.

Add to Campaign

Use this action when users want to add selected Contacts or Leads to a Campaign.

After selecting the records, the user chooses:

1. A Campaign

2. A Campaign Member Status

3. Whether to update the status of existing Campaign Members

The selected records are then added to the Campaign as Campaign Members.

Add to Campaign

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Add to Cadence

Use this grid action when users want to add selected Contacts or Leads to a Sales Cadence.

After selecting the records, the user chooses:

1. A Sales Cadence

2. Who the targets should be assigned to:

   • Record owner

   • Me

   • Another Sales Engagement user

Add to Cadence

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Remove from Cadence

Use this grid action when users want to remove selected Contacts or Leads from a Sales Cadence.

The user can choose to remove the records from:

• All cadences where the target is assigned to them

• All cadences for the target

• A specific cadence

The user can also select an optional Disposition, such as Customer Connected, No Response, or Not Interested.

Remove from Cadence