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Native Sales Engagement

Salesforce Outbound Cadences: The Call and Text Engine

Salesforce Sales Engagement gives you real cadence logic: steps, branching, a Work Queue that tells every rep what to do next. Then the call step needs a dialer, and the native one carries a retirement notice, while SMS steps only work in Cadence Builder 2.0 once SMS Messaging for Sales and its Digital Engagement stack are set up. Kixie executes those touches: cadence call targets flow into PowerLists dialed at multi-line speed, texts fire from the rep's own number, and every touch logs back as a typed Salesforce Task your automations can branch on.

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What Kixie Adds to Salesforce Sales Cadences

Sales Engagement owns the sequencing brain: which touch, on which day, branching on what happened. Kixie owns the muscle for two of the three channels. Salesforce decides the touches, Kixie places the calls and sends the texts, and the outcomes flow back as typed Tasks so the same cadence logic decides what happens next.

Cadence call targets flow into a Kixie PowerList and get dialed at up to 4 lines at once on the Multi-Line PowerDialer, instead of a rep working the Work Queue one manual dial at a time on a dialer that is being retired.

Text touches fire automatically from the rep's own Kixie number through documented, Zapier-brokered Salesforce automation recipes, without standing up Digital Engagement just to add an SMS step.

Every touch logs as a typed Task rolling up from Lead or Contact to Account to Opportunity, and dispositions trigger Salesforce automations: Connected moves the stage and sends the native email template, No Answer leaves the retry queued.

The gap

Sales Engagement Builds the Cadence, Not the Touches

Salesforce Sales Cadences are real: multi-step sequences with branching, a Work Queue, lead scoring, and Einstein Conversation Insights access, sold at 50 dollars per user per month billed annually. What the add-on does not include is the engine behind its phone channel. The call step depends on whatever dialer you attach, and Salesforce's own help pages carry a retirement notice for the native Sales Dialer. SMS steps exist in Cadence Builder 2.0, but only after SMS Messaging for Sales is set up on Digital Engagement and Omni-Channel, and Salesforce notes those steps don't support track entry rules or exit criteria. Kixie is the calling and texting engine that plugs into both gaps.

Call steps

Cadence Call Targets Become a PowerList

  • Multi-line speed: The contacts your cadence queues for calls flow into a Kixie PowerList, where the PowerDialer works them at up to 4 lines at once instead of one manual dial per Work Queue row.
  • Feeds the queue, does not fight it: Sales Engagement still decides who is due for a call and when. Kixie changes how fast those due calls actually get made, so the Work Queue drains instead of piling up.
  • Retirement-proof: Because Kixie is the dialer, the cadence's call step no longer depends on Sales Dialer or on migrating to a replacement telephony SKU when the retirement lands.
Text steps

The SMS Touch Without the Digital Engagement Stack

Any time a call is made to or received from a Salesforce Outbound Cadences: The Call and Text Engine contact, Kixie automatically displays that contact's pertinent information in the Kixie dialer. Contact details can also be edited or updated inside the dialer during or after the call.

  • Automation recipes: Kixie's documented Salesforce recipes let a Flow (or a legacy workflow rule) fire an automatic Kixie SMS through a Zapier-brokered webhook, so a text becomes a scheduled cadence touch without Digital Engagement licenses.
  • The rep's own number: Cadence texts send from the rep's Kixie number, the same number that calls, so the prospect experiences one persistent person across the whole sequence.
  • Logged as SMS Tasks: Every text logs to the Lead or Contact as a completed SMS Task, once your admin adds the SMS types to the Task Type picklist, so texts are reportable Salesforce data.
Branching

Dispositions Branch the Follow-Up

Kixie can trigger automated Salesforce Outbound Cadences: The Call and Text Engine workflows using call outcomes, scheduled activities, and SMS or calls that meet specific criteria. This opens up opportunities to automate email, deal stages, task creation, and more.

  • Typed Tasks: Each call outcome logs as a closed Task with the Disposition activity type, first-class Salesforce data that Flows, reports, and list views can act on.
  • Connected: A Connected disposition can trigger a Flow that moves the Opportunity stage and sends the native Salesforce email template, so the cadence's email touch stays fully inside Salesforce.
  • No Answer: A No Answer disposition leaves the retry queued, so the cadence keeps its persistence without a rep re-adding anyone to a list.

Sales Engagement Gives You the Cadence. The Phone Channel Needs an Engine.

Credit where it is due: Salesforce Sales Cadences are a real sequencing product. The Sales Engagement add-on, listed at 50 dollars per user per month billed annually, builds multi-step cadences with branching, scores the leads inside them, and surfaces the next touch in every rep’s Work Queue. Teams that buy it get genuine cadence logic, not task reminders dressed up as a sequence.

Then the cadence tries to execute. The call step depends on whatever dialer you attach, and the native option, Sales Dialer, carries a retirement notice on Salesforce’s own help pages: no new features or enhancements are being added. While it lasts, reps work those call steps one manual dial at a time. The text step exists, with conditions: Cadence Builder 2.0 supports SMS steps only after SMS Messaging for Sales is running on Digital Engagement and Omni-Channel, and Salesforce notes those steps don’t support track entry rules or exit criteria. So the add-on delivers a three-channel brain whose phone channel has no future-proof engine and whose text channel needs its own licensing project. Kixie is the engine for both.

How Kixie Executes the Touch Layer

Call Steps at Multi-Line Speed

The prospects your cadence queues for calls flow into a Kixie PowerList, and the Kixie PowerDialer for Salesforce works that list at up to 4 lines at once, connecting the rep only when a human answers. Sales Engagement still decides who is due and when; the Work Queue is fed, not replaced. What changes is the drain rate: a queue that took an afternoon of single-line dialing empties in an hour, and the call step stops depending on a product Salesforce has marked for retirement. The same auto-enrollment mechanic also powers the day-zero motion covered on the Salesforce speed to lead page, where a brand-new Lead gets dialed the minute it is created.

The Text Step Without the Messaging Stack

Kixie’s documented automation recipes give the cadence a text channel without Digital Engagement. A record-triggered Flow, keyed to a field, a stage, or a prior call outcome, sends an Outbound Message that Zapier hands to Kixie, which fires an automatic SMS from the rep’s own number, the same number that has been calling. The prospect experiences one persistent person, not a sequence of systems. Each message logs to the Lead or Contact as a completed SMS Task once your admin adds the SMS types to the Task Type picklist. The full texting channel, from two-way inbox to templates, lives on the Salesforce SMS automation page; here it matters as a scheduled cadence touch.

Dispositions Branch the Follow-Up

Every Kixie call outcome logs as a closed Task with the Disposition activity type, which turns a linear cadence into a branching one using automation your admin already knows. A Connected disposition can trigger a Flow that moves the Opportunity stage and sends the native Salesforce email template, so the conversation’s follow-up email fires without a rep writing it. A No Answer disposition leaves the retry queued and the sequence keeps running. And because every touch is a typed Task rolling up from Lead or Contact to Account to Opportunity, cadence performance reports with standard Salesforce dashboards instead of a bolt-on analytics tab.

The Honest Division of Labor

Kixie cadence touches are calls and SMS only. They never send email, and that is the design, not a gap: Salesforce already owns email through templates, deliverability settings, and the automations that send them, and it owns the fields, stages, and sequencing logic around every touch. The working sentence is always the same: Kixie handles the calls and texts, Salesforce sends the email and moves the fields and stages. Teams that own Sales Engagement keep their cadence logic where they built it. Teams without the add-on can run Kixie’s own timed call and text cadences and let Salesforce automations carry the email half.

Before You Build

Kixie’s native Salesforce integration requires Professional edition or higher with API access, and connects with one authorization from the Kixie dashboard, no middleware. Have your admin make the Task Type field visible through Field Accessibility and add the SMS types to the Task Type picklist; that one-time setup is what makes every touch land as filterable, reportable Salesforce data instead of typeless tasks. From there, your cadence decides the touches, Kixie performs them, and the Work Queue finally moves as fast as the logic behind it.

Salesforce Outbound Cadence FAQs

Quick answers about running sales cadences in Salesforce. Can't find yours? Contact us.

What our customers are saying

Customer-reported experiences with Kixie.

More Ways Kixie Works With Salesforce

Every Kixie feature built for Salesforce, each with its own setup guide and FAQs.

Power Dialer

Sales Dialer is single line and scheduled for retirement. Kixie's PowerDialer dials multiple lines from Salesforce list views and logs every outcome.

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SMS Automation

Salesforce SMS for Sales needs Digital Engagement and logs sessions, not Tasks. Kixie texts Leads and Contacts as reportable SMS Tasks.

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Local Presence

Sales Dialer Local Presence is US only, fixed manually, and retiring. Kixie ConnectionBoost matches area codes from a managed pool and logs every call.

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Conversation Intelligence

Einstein Conversation Insights is real but hour-metered and needs a recording provider. Kixie records, transcribes, and scores calls in one layer.

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Call Recording

Sales Dialer recordings count against Salesforce file storage, and it is retiring. Kixie records every call and attaches it to the Salesforce call Task.

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Voicemail Drop

Sales Dialer caps voicemail drops and is retiring. Kixie drops pre-recorded voicemails at PowerDialer pace and logs each one as a Salesforce activity.

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Automatic Call Logging

Einstein Activity Capture logs emails and meetings, not calls. Kixie logs every call, text, and outcome as a typed Task on the right Lead or Contact.

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Speed to Lead

Salesforce routes a new Lead instantly, then waits for a rep. Kixie auto-enrolls new Leads into a PowerList or fires a Flow-triggered auto-call.

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Click to Call and Screen Pop

Open CTI retires February 28, 2028. Kixie's PowerCall browser extension keeps click-to-dial, screen pops, and auto-logged calls in Salesforce.

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