From a Salesforce List
Roles:
AgentAdministrator
You can add multiple participants to sequences at once from Salesforce list views. This is useful for bulk operations and managing large numbers of participants.
Adding Participants from a List View
Access List View
- Navigate to the Leads or Contacts tab in Salesforce
- Select a list view that contains the records you want to add
- Select the records you want to add to a sequence (use checkboxes)
Add to Sequence
- Look for the “Add to Sequence” button in the list view toolbar
- Click the button to open the sequence selection dialog
- Select the sequence you want to add participants to
- Review the selected records
- Confirm the bulk addition
Bulk Addition Requirements
When adding multiple participants from a list:
- All selected records must meet the sequence entrance criteria
- Records that don’t meet criteria will be skipped (you’ll see a summary)
- Records already in another sequence will be skipped
- Only active sequences can be selected
The system will validate each record and only add those that meet the requirements. You’ll receive a summary of successful additions and any records that were skipped.
Best Practices
- Filter your list view to show only records that should be added
- Review the list before bulk adding to ensure accuracy
- Use list views to target specific segments
- Verify entrance criteria are met before bulk operations
- Monitor the results of bulk additions
Limitations
- Bulk operations may take time for large numbers of records
- Some records may be skipped if they don’t meet criteria
- You cannot bulk add to sequences that are at capacity (20,000 participants)
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