Cadence Options

To reach Cadence Options, navigate to Cadence Management > Cadences > Create Cadence > Cadence Options

Here you can set the Business Hours, assign a Cadence, and set the Cadence Type for your Cadence so you can publish your Cadence appropriately.

Business Hours

An organization’s Salesforce-defined business hours set the timing for Wait Steps and touchpoint due dates. Business Hours must be selected before publishing a Cadence. If they change, update the Cadence to apply new hours to future touchpoints.

Holiday Records linked to the assigned Business Hours are also honored.

Wait Step intervals pause during non-business hours. For example, a touchpoint created on Saturday with Monday-Friday 8 AM–5 PM ET business hours will have its due date moved to Monday at 8 AM ET.

Note: When utilizing Wait Steps with Business Hours (as opposed to 24/7 availability), it is essential to use "hours" rather than "days" to ensure accurate time calculation. For instance, if your business day spans 9 hours (from 8 AM to 5 PM), configuring a Wait Step for 9 hours will result in a pause equivalent to one full business day between touchpoints.

Public Group Assignments

Configure Cadence access using Public Groups.  The Organization-Wide Defaults should be Public Read/Write for Default Internal Access and Default External Access should be Private for the Cadence Object.

Update Organization-Wide Defaults (OWD)

• Go to Salesforce Setup.
• In the Quick Find box, search for "Sharing Settings".
•         
  • Locate the object "Cadences".
•       
  • Click "Edit" next to the object's OWD settings.
•        
  • Change the "Default Internal Access" to Private.
•      
  • Click Save.

Note: If the user can still see the Cadence we may need to make changes in permissions like read/write and it can be managed natively with Salesforce sharing rules as mentioned below. 

Cadence Type 

Set a Cadence to be a Standard Cadence or a Team Cadence.