Gradient Works Docs
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Gradient Works Docs
  • Welcome
  • Salesforce Package
    • Overview
    • Market Map
    • AI Researcher
    • Lookalikes
    • Credits
    • Overview
    • Enroll Accounts
    • Target Books
    • Transfer Accounts
    • How-to Guides
    • Account Coverage
    • Overview
    • Pipeline Overview
    • Reps Report
    • Coverage Reports
    • Manager View
    • Working Activities
    • Activity Thresholds
    • Overview
    • Account Data
    • Scenarios
    • Overview
    • Dashboard
    • Round Robin Queues
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
    • Getting Started
    • Actions
      • Assignment
      • Dynamic Books
      • Flow Lifecycle
      • Leads
      • Logs
      • Matching
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
      • Utils
      • Advanced
    • Models
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
    • MCP Overview
    • What you can do with the MCP
    • API Keys & Connections
    • Setup: Claude (Desktop, Web, or CLI)
    • Setup: ChatGPT or Codex
    • Setup: Gemini (Web, macOS, or Antigravity)
    • Flow Tools
    • Getting Started
    • Salesforce Permissions
    • Changelog
    • Updating Salesforce package
    • Platform Authentication
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Automation Builder Kit (ABK)
  2. Actions

Next Steps

Add Person to CampaignAdd Person to Sales Engagement CadenceCheck Person Enrollment in CadenceCreate TaskSend Single Assignment EmailSend Slack Message
PreviousMatch Lead to LeadNextAdd Person to Campaign

Last updated 3 years ago