Getting Started
- Installing the Denali Conquer Connector Package
- Installing the Conquer Managed Package
- Authorize for Conquer Cadence Management
- Assigning Conquer Cadence Permission Sets
- Configure Conquer Cadence Custom Settings
- Adding the Cadence Utilities Component
- Adding the Cadence Actions Component to Salesforce Objects
- Adding the Cadence Activity Tab
- Adding the Cadence Assignment Button
- Adding the Remove from Cadence button
- Adding the Conquer Email Component
- Adding the Conquer Text component
- Adding the Conversation View Component
- Creating Custom Step Types
- Adding Cadence Touchpoint Outcomes
- Mapping Cadence Touchpoint Outcomes to Conquer Voice Dispositions
- Using Cadences with Custom Objects
- Limit Cadence to Object Type
- Bulk Enroll Multiple Records in Cadence
- Bulk Remove Multiple Cadence Members
- CSV Importer
- Auto Skip Touchpoint for Do Not Call and Email Opt Out