Skip to content

Object Architecture

Roles:
Salesforce AdministratorDeveloper

This guide provides technical details about Guided Selling’s architecture, data model, and object relationships for Salesforce Administrators who need to customize, integrate, or troubleshoot the application.

Core Objects and Relationships

NameAPI NameDescriptionPrimary Use
SequenceRDNACadence__Cadence__cContainer object defining the sequence template, rules, and configurationSequence definition and management
ActionRDNACadence__CadenceAction__cTemplate objects defining individual steps within a sequenceAction configuration and templates
ParticipantN/A (Lead/Contact)Standard Salesforce Lead or Contact objectsTarget records for sequence enrollment
Sequence AssociationRDNACadence__Sequence_Association__cEnrollment record linking sequences to participantsEnrollment tracking and metadata
Participant ActionRDNACadence__Sequence_Action__cInstance records of actions for specific participantsIndividual action execution tracking
Conversationringdna__Conversation__cOutcome records capturing interaction resultsActivity logging and reporting

Object Relationships

    flowchart TD
    SQ[Sequence]:::sequence

    subgraph actions["Sequence Actions"]
        direction LR
        Call[Call Action]:::actionType
        SMS[SMS Action]:::actionType
        Email[Email Action]:::actionType
        Task[Task Action]:::actionType
    end

    subgraph participants["Participant"]
        direction LR
        Lead[Lead]:::standard
        Contact[Contact]:::standard
    end

    SA[Sequence Association]:::relationship
    PA[Participant Action]:::instance
    C[Conversation]:::outcome

    SQ --> actions
    SQ -->|Creates on enrollment| SA
    SA --> participants
    SA --> PA
    actions -->|Templates for| PA
    participants --> PA
    PA -->|Creates on completion| C

    classDef sequence fill:#0ea5e9,stroke:#0369a1,color:#ffffff;
    classDef standard fill:#22c55e,stroke:#15803d,color:#ffffff;
    classDef actionType fill:#6366f1,stroke:#3730a3,color:#ffffff;
    classDef relationship fill:#f59e0b,stroke:#b45309,color:#ffffff;
    classDef instance fill:#a855f7,stroke:#6b21a8,color:#ffffff;
    classDef outcome fill:#14b8a6,stroke:#0f766e,color:#ffffff;
  
Last updated on