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
| Name | API Name | Description | Primary Use |
|---|---|---|---|
| Sequence | RDNACadence__Cadence__c | Container object defining the sequence template, rules, and configuration | Sequence definition and management |
| Action | RDNACadence__CadenceAction__c | Template objects defining individual steps within a sequence | Action configuration and templates |
| Participant | N/A (Lead/Contact) | Standard Salesforce Lead or Contact objects | Target records for sequence enrollment |
| Sequence Association | RDNACadence__Sequence_Association__c | Enrollment record linking sequences to participants | Enrollment tracking and metadata |
| Participant Action | RDNACadence__Sequence_Action__c | Instance records of actions for specific participants | Individual action execution tracking |
| Conversation | ringdna__Conversation__c | Outcome records capturing interaction results | Activity 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;
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