Questions tagged [high-velocity-sales]
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10 questions
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Can't choose a custom picklist for Log a Call result
In my production Org, in the setup window of Log a Call I'm unable to choose if I want to use Default values or a custom picklist
While in my Sandbox Org I can choose what I want to use
Is there any ...
- 1
1
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0
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69
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Flows: Check if an Opp is an active related target in a Cadence (High Velocity Sales)
In a flow, I need to check if an Opportunity is running in a Cadence.
I'm doing:
Get Record (Opportunity)
Get Record (ActionCadenceTracker): Check if RelatedToId = Opp Id and that State = Running
...
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1
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766
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Unable to send email from HVS work queue
I finished setting up HVS with all the steps from the implementation guide. I created a test sales cadence with 1 manual email action. I added a lead to it and when I am trying to send that manual ...
1
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0
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238
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Rest API docs for High Velocity Sales [closed]
I'm trying to do some automation for adding/removing leads & contacts to cadences in the high-velocity-sales platform. I found the APIs to add or remove but I haven't found any API to list the ...
- 111
2
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208
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Twilio Flex and Salesforce High Velocity Sales Integration
My issue is that when I make a phone call from the Work Queue in High Velocity Sales, it successfully makes a call through the Twilio Flex Open CTI integration, creates two tasks, one [Started] and ...
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1
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956
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High Velocity Sales- Call Result Picklist
I have set up High-velocity-sales in my sandbox. Right now I am facing difficulties while putting call result values after the calling action. As a user, there can be a chance that the user might not ...
1
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2
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2k
views
How do I create Sales Cadence Records Via Apex Test Code?
I created an Apex CDC Trigger on the ActionCadenceTracker object via the ActionCadenceTrackerChangeEvent to update a Lead's status when the sales cadence is completed. I'd like to write Apex test code ...
- 512
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2
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2k
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Test Coverage for trigger on ActionCadeneSteptracker CDC
We are working on Updating Lead status on meaningful connect of call in HVS (High Velocity Sales), so we went ahead with the proposed solution of creating CDC on ActionCadenceStepTracker object.
https:...
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1
answer
1k
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Deploying a Sales Cadence to another org
I would like to know if it is possible to deploy an active sales cadence to another org using outbound changeset or if the only possible way is to create the same sales cadence in the other org?
- 11
2
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1
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3k
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Sales Cadence Missing from App Menu in High Velocity Sales
I am attempting to find the "Sales Cadence" tab in the High Velocity Sales app.
I have checked and my user has the required permission set:
High Velocity Sales Cadence Creator
I checked the ...
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