Action
Roles:
Salesforce AdministratorDeveloper
An Action (RDNACadence__CadenceAction__c) is a single step in a sequence: call, email, SMS, task, or other supported action types, including timing and activation behavior at the step level. Sequence actions are reusable definitions scoped to (or used within) sequences; they are not the per-participant rows that appear on a lead or contact timeline.
- Defines order, scheduling offsets, templates, and whether the step is manual or automatic.
- Acts as the template the application uses when it creates participant-side records for each enrolled participant.
Key fields
| Label | API Name | Data Type | Purpose |
|---|---|---|---|
| Name | Name | Text(80) | Display name of the Action |
| Sequence Id | RDNACadence__Cadence_Id__c | Master-Detail(Sequence) | Parent lookup to the Sequence (Cadence) this action belongs to |
| Type | RDNACadence__Type__c | Picklist | Action type (e.g., call, email, SMS, task) |
| Index | RDNACadence__Index__c | Number(18, 0) | Ordinal position of this action within the sequence |
| Priority | RDNACadence__Priority__c | Picklist | Priority tier of the action (e.g., high, normal, low) |
| Trigger Type | RDNACadence__Trigger_Type__c | Picklist | Defines how the action is triggered (e.g., immediate or time based) |
| Activation Type | RDNACadence__ActivationType__c | Picklist | Controls how this action becomes active within the sequence flow (e.g., manual or automatic) |
Additional Fields
| Label | API Name | Data Type | Purpose |
|---|---|---|---|
| Record ID | Id | ID | Unique identifier for the Sequence Action record |
| Created Date | CreatedDate | Date/Time | Timestamp when the record was created |
| Created By | CreatedById | Lookup(User) | User who created the record |
| Last Modified Date | LastModifiedDate | Date/Time | Timestamp of the most recent update |
| Last Modified By | LastModifiedById | Lookup(User) | User who last modified the record |
| System Modstamp | SystemModstamp | Date/Time | System-managed timestamp for replication and sync |
| Action Criteria PE | RDNACadence__Action_Criteria_PE__c | Text(255) | Process-engine representation of the action’s skip/execution criteria logic |
| Action Criterion | RDNACadence__Action_Criterion__c | Long Text Area(131072) | Full JSON/serialized definition of criteria evaluated before executing this action |
| Day | RDNACadence__Day__c | Number(18, 0) | Scheduled day offset from sequence enrollment when this action should execute |
| Hour | RDNACadence__Hour__c | Number(18, 0) | Scheduled hour of day when this action should execute |
| Fields To Update Action | RDNACadence__Fields_To_Update_Action__c | Long Text Area(32768) | JSON definition of field updates to apply to the participant record when this action executes |
| Priority Number | RDNACadence__Priority_number__c | Number(3, 0) | Numeric representation of priority for sorting |
| Skip Action Criteria | RDNACadence__Skip_Action_Criteria__c | Checkbox | Indicates whether skip criteria evaluation is enabled for this action |
| Delegated Owner | RDNACadence__Delegated_Owner__c | Lookup(User) | User to whom this action is delegated |
| Delegated Owner Lookup | RDNACadence__Delegated_Owner_Lookup__c | Text(255) | Field path used to dynamically resolve the delegated owner |
| Deleted | RDNACadence__IsDeleted__c | Checkbox | soft-delete flag |
| Next Sequence Action | RDNACadence__Next_Sequence_Action__c | Lookup(Sequence Action) | Points to the following action in the sequence chain |
| Bad Merge Syntax Detected | RDNACadence__BadMergeSyntaxDetected__c | Checkbox | Flags whether invalid merge field syntax was detected in the action’s template |
| Delivery Preference | RDNACadence__DeliveryPreference__c | Picklist | Preferred delivery time for email actions (e.g., Immediate, Weekdays, or Any Day) |
| Email Template | RDNACadence__EmailTemplate__c | Lookup(Guided Selling Email Template) | Reference to the email template used by this action |
| Email Type | RDNACadence__EmailType__c | Picklist | Classifies the email action type (Legacy) |
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