> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Emails Calls in a Cadence

Quick reference for sending emails, preparing call scripts, and managing steps within a Sales Engagement cadence in ShiftUp.

ShiftUp integrates with Salesforce Sales Engagement (cadences) so you can execute multi-step outreach sequences directly from a stakeholder's detail panel. Each cadence step can be an email, call, LinkedIn message, or task — and ShiftUp adds AI-generated content and one-click sending on top.

## Prerequisites

* **Sales Engagement** must be enabled in your Salesforce org (contact your administrator if not)
* The stakeholder must be **linked** to a Salesforce contact or lead
* The stakeholder must be **enrolled** in at least one active cadence

## Quick reference

| Action                    | Where                                          | Steps                                                             |
| :------------------------ | :--------------------------------------------- | :---------------------------------------------------------------- |
| Enroll in a cadence       | Stakeholder → Actions tab → **Add to cadence** | Select a cadence → **Add to cadence**                             |
| Send a cadence email      | Stakeholder → Cadence tab → current email step | Click **Compose Email** → edit subject/body → **Send Email**      |
| Prepare a cadence call    | Stakeholder → Cadence tab → current call step  | Click **Prepare Call Script** → edit script → **Manual Complete** |
| Generate AI email content | Cadence email composer                         | Click **Generate with AI** in the body section                    |
| Generate AI call script   | Cadence call script editor                     | Click **Generate with AI** in the script section                  |
| Skip a step               | Cadence tab → current step                     | Click **Skip**                                                    |
| Manually complete a step  | Cadence tab → current step                     | Click **Manual Complete**                                         |
| Switch cadences           | Cadence tab → cadence dropdown                 | Select a different cadence from the dropdown                      |
| Remove from cadence       | Cadence tab → menu (three dots)                | Click **Remove from cadence** → **Remove**                        |

## Enroll a stakeholder in a cadence

Before you can use cadence emails and calls, the stakeholder must be enrolled in a cadence.

<Steps>
  <Step title="Open the stakeholder">
    Navigate to your strategy and open the stakeholder you want to enroll.
  </Step>

  <Step title="Go to the Actions tab">
    Select the **Actions** tab in the stakeholder detail panel.
  </Step>

  <Step title="Click Add to cadence">
    Click the **Add to cadence** tile. This option only appears when the stakeholder is linked to a Salesforce contact or lead.
  </Step>

  <Step title="Select a cadence">
    Browse or search the list of active cadences. You can filter by folder if your org uses cadence folders. Select the cadence you want to enroll the stakeholder in.
  </Step>

  <Step title="Confirm enrollment">
    Click **Add to cadence**. The stakeholder is now enrolled and the Cadence tab becomes active.
  </Step>
</Steps>

## Navigate the Cadence tab

Once enrolled, the **Cadence** tab shows a step timeline with:

* **Completed steps** — collapsed by default; click to expand history
* **Current step** — highlighted with action buttons
* **Pending steps** — upcoming steps shown below the current step

If the stakeholder is enrolled in multiple cadences, use the dropdown at the top to switch between them.

## Send a cadence email

When the current cadence step is an email step, you can compose and send an email directly from ShiftUp.

<Steps>
  <Step title="Open the Cadence tab">
    Navigate to the stakeholder and select the **Cadence** tab.
  </Step>

  <Step title="Click Compose Email">
    On the current email step, click **Compose Email**. The email composer opens showing the cadence name and step number.
  </Step>

  <Step title="Generate or write content">
    You can:

    * Click **Generate with AI** to create a personalized subject and body based on your strategy context
    * Write or edit the subject and body manually
    * **Copy** the body to use in an external email client
  </Step>

  <Step title="Send the email">
    Click **Send Email** to send directly through Salesforce. The button shows a confirmation status:

    * **Sending...** — email is being delivered
    * **Email Sent successfully** — delivery confirmed
    * **Confirming Cadence Status** — ShiftUp is updating the cadence step

    After a successful send, the step is automatically completed and the cadence advances.
  </Step>
</Steps>

<Note>
  Once an email is sent, the composer locks and you cannot edit or re-send. The cadence automatically moves to the next step.
</Note>

## Prepare a cadence call

When the current cadence step is a call step, you can generate a call script and log the call.

<Steps>
  <Step title="Open the Cadence tab">
    Navigate to the stakeholder and select the **Cadence** tab.
  </Step>

  <Step title="Click Prepare Call Script">
    On the current call step, click **Prepare Call Script**. The call script editor opens showing the cadence name and step number.
  </Step>

  <Step title="Generate or write the script">
    You can:

    * Click **Generate with AI** to create a personalized call script based on your strategy context
    * Write or edit the script manually
    * **Copy** the script to your clipboard
  </Step>

  <Step title="Optionally log call notes">
    Check **Log call notes** to record the call in Salesforce:

    * **Subject** — a brief description of the call (5–255 characters, required)
    * **Comments** — notes from the call (5–32,000 characters, required)
  </Step>

  <Step title="Complete the step">
    Click **Manual Complete** to mark the call step as done. The cadence advances to the next step.
  </Step>
</Steps>

## Manage cadence steps

### Skip a step

If you want to skip the current step without completing it, click **Skip** on the current step in the timeline. The step is marked as skipped and the cadence moves to the next step.

### Manually complete a step

For any actionable step (email, call, task, or LinkedIn message), click **Manual Complete** to mark it as done without performing the action in ShiftUp. This is useful when you completed the action outside of ShiftUp.

### Remove from a cadence

To unenroll a stakeholder from a cadence:

1. Open the **Cadence** tab
2. Click the menu icon (three dots) next to the cadence name
3. Select **Remove from cadence**
4. Confirm by clicking **Remove**

This stops all future cadence steps for the stakeholder.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Add to cadence tile is not visible">
    The stakeholder must be linked to a Salesforce contact or lead before enrolling in a cadence. Use the **Link stakeholder to Salesforce** action on the Actions tab first.
  </Accordion>

  <Accordion title="Cadence tab shows 'Cadence Not Available'">
    Sales Engagement (Cadences) is not enabled in your Salesforce org. Contact your administrator to enable this feature.
  </Accordion>

  <Accordion title="Cadence tab shows 'No active cadences'">
    The stakeholder is linked but not enrolled in any cadence. Go to the **Actions** tab and click **Add to cadence** to enroll.
  </Accordion>

  <Accordion title="Generate with AI button is not visible">
    AI content generation requires an active strategy context. Make sure you are viewing the stakeholder within a strategy, not from a standalone view.
  </Accordion>

  <Accordion title="Send Email button is disabled">
    Both a subject and body are required. If another email is currently being sent for a different step, wait for it to complete before sending another.
  </Accordion>

  <Accordion title="Manual Complete button is disabled on a call step">
    The call script must have content before you can mark the step as complete. Write or generate a script first. If you enabled **Log call notes**, both the subject and comments fields must meet the minimum character requirements (5 characters each).
  </Accordion>

  <Accordion title="Enrolled in all available cadences">
    All active cadences already have this stakeholder enrolled. No additional cadences are available to add.
  </Accordion>
</AccordionGroup>