Sales Engagement

Question 1

What Salesforce Sales Engagement feature helps reps follow a consistent, step-by-step outreach process?

Answer 1

A cadence

A cadence provides a structured series of outreach steps (e.g., emails, calls, LinkedIn touches) that reps follow to engage leads consistently.

Question 2

Which tab in Sales Engagement helps reps track their personal, one-off tasks outside of cadences?

Answer 2

The My List tab

The My List tab is used for tracking personal, one-off tasks that are not part of a predefined cadence.

Question 3

Who in Sales Engagement has permission to assign leads, contacts, or person accounts to a cadence?

Answer 3

Both sales reps and sales managers

They can add Leads, Contacts, and Person Accounts to cadences from record pages, reports, or lists.

Question 4

True or False: Does the ‘My Feed’ tab show engagement activity for the past 180 days?

Answer 4

False

The My Feed tab only shows the last 30 days of engagement activity, not 180.

Question 5

Where in Salesforce can a rep access the organized list of outreach tasks?

Answer 5

The Work Queue in the Lightning Sales Console

It acts like a prioritized task list, showing the next steps reps should take for each lead assigned to them via cadences.

Question 6

Can you include standardized call scripts and email templates inside a cadence?

Answer 6

Yes

You can include both call scripts and email templates in a cadence to guide reps through consistent and compliant outreach.

Question 7

Why is it incorrect to expect the Work Queue to appear on an account record?

Answer 7

Because the Work Queue is not available on standard record pages like Accounts

It’s designed specifically for the Lightning Sales Console, where reps work through their cadence tasks in a focused interface.

Question 8

What feature in Sales Engagement lets you build a structured, repeatable plan for outreach?

Answer 8

A cadence

A cadence allows you to create structured, timed outreach sequences to guide reps day by day.

Question 9

What types of outreach steps can be part of a cadence?

Answer 9

Typical cadence activities include:
* Send Email
* Place Call
* Log Call
* Send LinkedIn Message
* Wait Step
* Custom Tasks

Question 10

How does the ‘My List’ tab differ from working inside a cadence?

Answer 10

The My List tab is for personal task management, while cadences are structured outreach plans

My List = self-made to-dos; Cadence = company-driven playbook.