Manage conditional workflows with sequences
Sequences help sales managers enforce best practices by introducing a set of consecutive activities for sellers to follow during the course of their day. A manager can connect sequences to leads and opportunities that appear in a seller's work queue, to help sellers prioritize activities to focus on selling, be more productive, and better align to business processes.
Permission requirements to manage sequences
The following table shows the permissions required for a user role to perform tasks on sequences.
Note
By default, these permissions are available for System Administrator, Sequence manager, Sales Manager, and Salesperson security roles.
| Task related to sequence | Permissions required |
|---|---|
| Create, edit, and delete | In the Security roles page, under the Custom Entities tab, provide Create, Read, Write, and Delete permissions for Sequence entity. More information: Security roles and privileges |
| Connect and disconnect | In the security roles page, under the Custom Entities tab, provide permissions for following entities: - Sequence: Create and Append To - Sequence Target: Create, Read, Write, Append, Append To, and Assign - Sequence Target Step: Create, Read, Write, Append, and Assign More information: Security roles and privileges |
Use sequence designer
You can use the sequence designer to do the following tasks:
- Create and activate a sequence.
- Connect a sequence to records.
- View details of a sequence and its connected records.
- Clone and edit a sequence.
- Delete a sequence.
Review prerequisite
Before you start, be sure you that the sales accelerator feature is configured in your organization. More information: Configure the sales accelerator.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Related information
Configure the sales accelerator
Prioritize your sales pipeline by using the work list