Exit Type & Criterions Met on the Sequence Association Object
In the Guided Selling package, the Sequence Association object (RDNACadence__Sequence_Association__c) tracks a participant’s status within a sequence. When a participant exits a sequence, two fields indicate how and why the exit occurred:
Exit Type (
RDNACadence__Sequence_Exit_Type__c)Exit Criterions Met (
RDNACadence__Sequence_Exit_Criterions_Met__c)
These fields are populated when a participant record (Lead, Contact, etc.) exits a sequence and are used for reporting, troubleshooting, and auditing participant lifecycle behavior.
Exit Type
API Name: RDNACadence__Sequence_Exit_Type__c
The Exit Type field indicates the method by which the participant was removed from the sequence.
| Exit Type | Description |
|---|---|
| Manual | A user manually removed the participant from the sequence. |
| Automatic | The system removed the participant due to sequence logic or automation. |
Manual Exit Types
Removing a participant from the Engage View
Removing a participant from the Participants tab
Removing a participant from the Participant Overview module on the participant record
Automatic Exit Types
The participant completes or skips all required actions
A related Campaign Member or Opportunity junction record is deleted
The participant meets one or more exit criteria defined on the sequence
Exit Criterions Met
API Name: RDNACadence__Sequence_Exit_Criterions_Met__c
The Exit Criterions Met field records the specific reason a participant exited a sequence and identifies the exact condition or action that triggered the exit.
| Exit Criterion Value | Description |
|---|---|
| Manual Removal | Participant was manually removed from the sequence. |
| Junction Deletion | A related Campaign Member or Opportunity record was deleted by a user with appropriate Guided Selling or Delegation permissions. |
| Sequence Completion | All assigned participant actions were completed or skipped. |
| Specific Exit Criteria | Participant met a defined exit rule on the sequence; the exact criteria satisfied will display in the field. |
Example of Specific Exit Criteria
If a sequence has an exit rule such as:
Do Not Call = True and the participant record is updated to meet that condition, the Exit Criterions Met field will populate with the specific criteria that triggered the exit.
Summary of Fields
| Field Label | API Name | Purpose | Use Case |
|---|---|---|---|
| Exit Type | RDNACadence__Sequence_Exit_Type__c | Identifies whether the exit was Manual or Automatic | Understand how participants are removed from sequences |
| Exit Criterions Met | RDNACadence__Sequence_Exit_Criterions_Met__c | Identifies the exact rule or action that caused the exit | Reporting, auditing, and troubleshooting |