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Tag: Change Data Capture

Run Salesforce Automation when a Sales Engagement Cadence is completed or the last step of a cadence is completed

In Salesforce, you cannot directly trigger a Flow or Apex Trigger when a Sales Engagement Cadence is completed, because Salesforce does not expose a native “Cadence Completed” event or field out-of-the-box that Flows or Apex can monitor.

However, you can work around this limitation depending on what your goal is. Here is an overview of the solution using Change Data Capture and Apex trigger on CDC event:

Update lead Owner, when a lead is assigned to a Sales Engagement cadence (cadence starts).

This article provides step-by-step instructions to help you set up an automation using Change Data Capture, Flow and Apex trigger to update the lead Owner, when a lead is assigned to a Specific cadence. The apex trigger listens for new events on the ActionCadenceTrackerChangeEvent object, and when a Lead is targeted by a specific cadence (‘my test cadence’), it triggers a Flow to update the lead owner with the cadence assignee.