Sequence Association

Sequence Association (RDNACadence__Sequence_Association__c) represents one participant’s enrollment in a Sequence.

The association preserves the participant-to-sequence relationship, enrollment status, entry and exit information, progress through the sequence, and historical context. Sequence Association status is separate from the lifecycle status of the parent Sequence.

A participant can be represented through:

• Lead
  • Directly through a Lead sequence
  • Indirectly through a Campaign Member in a Campaign sequence
• Contact
  • Directly through a Contact sequence
  • Indirectly through a Campaign Member in a Campaign sequence
  • Indirectly through an Opportunity Contact Role in an Opportunity sequence

How Sequence Associations work

When a participant enters a sequence, Guided Selling creates a Sequence Association that:

• Links the participant to the Sequence
• Tracks the participant’s association status
• Records entry and exit dates
• Tracks the participant’s progress through sequence actions
• Maintains participant-specific historical and attribution information
• Remains distinct from the lifecycle status of the parent Sequence

Key fields

Participant progress

Sequence Association uses Position to track participant-specific progress.

RDNACadence__Position__c is a numeric field whose package definition describes it as the count of Sequence Actions for which the corresponding participant actions have a status of Completed or Skipped.

This is related to, but different from, Actions Remaining on the Sequence Action object:

• Position belongs to Sequence Association and describes how far a particular participant has progressed.
• Actions Remaining belongs to Sequence Action and describes how many configured Sequence Actions occur after a particular sequence step.

Together, these fields support sequence-progress calculations without storing an Actions Remaining field directly on each association.

Effective participant status

A participant’s effective state depends on both the Sequence Association and the parent Sequence.

Association Status

RDNACadence__Association_Status__c represents the participant’s own enrollment state.

For example:

• Active means the association has not been completed or exited.
• Completed means the association has ended.

This status belongs to the participant’s enrollment and does not by itself indicate whether the parent Sequence is currently running.

Sequence Status

RDNACadence__Status__c is a formula checkbox on Sequence Association that evaluates the parent Sequence’s lifecycle status.

It is true only when:

Sequence__r.LifecycleStatus__c = "Active"

This means an association can remain Active while its parent Sequence is Inactive.

How the two statuses work together

When an Inactive Sequence is reactivated, Sequence Status becomes true again because it is derived from the parent Sequence lifecycle. Existing associations whose own Association Status is still Active can therefore resume under the reactivated Sequence. Reactivating the Sequence does not require rewriting the association’s participant status.

Deprecated Sequence Active field

RDNACadence__Sequence_Active__c remains in the managed package but is deprecated.

Its Salesforce label is (Deprecated) Sequence Active, and its package description explicitly directs consumers to use:

• RDNACadence__Status__c
• RDNACadence__Association_Status__c

instead.

The deprecated field should not be used for new reports, integrations, Flow logic, or Apex customization.

For lifecycle-aware automation, use the combination of the association’s Association Status and either:

• RDNACadence__Status__c on Sequence Association, or
• RDNACadence__LifecycleStatus__c on the parent Sequence when the specific lifecycle state is required.

Participant and source fields

Attribution fields

Standard Salesforce fields

Standard fields are also available, including:

For the parent Sequence lifecycle model, see Sequence Lifecycle.