Adding records to Sales Cadence of High Velocity Sales

This article will help you understand how to add records to Sales Cadence of High Velocity Sales.

PowerRouter has a High-Velocity-Sales component that can be used to add records to Sales Cadence. You can choose the sales cadence as well as the target assignee for the record that will be added to Sales Cadence.

Steps to add records to Sales Cadence:

1. Open PowerRouter(Lightning) from App Launcher and go to the Router section.

2. Create a workflow named HVS_Lead.

3. Drag a trigger component and add an Assign-Owner component.

4. Drag a High-Velocity-Sales Component and add it below the Assign-Owner component.

5. Click on edit and select the sales cadence which you have created from the dropdown of Sales Cadence.

6. For selecting owner of the record in sales cadence, you have three options:

1. Lead Owner:This will select the record’s owner in Salesforce as the owner of the record in Sales Cadence.

2. User field on Lead: This will allow you to  select a particular user field of lead from the dropdown User Field which will be assigned as the owner of the record created in Sales Cadence.

3. Specific High velocity Sales User: This will allow you to select the licensed Cadence user as the owner of the record in Sales Cadence from the dropdown of High Velocity Sales User.
   For this workflow we will select Specific High Velocity Sales User and select a particular owner.
   
   

7. Click on Save.

8. Publish the workflow.