- Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all SalesLoft users. ...
- Install Connect for Salesforce. Before you Loft emails, view SalesLoft People information, and execute Cadences from your Salesforce account, you need to Download the SalesLoft Chrome Extension .
- Click to Call in Salesforce. SalesLoft’s Dialer lets you call from wherever you work, including your Salesforce instance. ...
- Loft an Email in Salesforce. Connect for Salesforce allows you to leverage the power and features of SalesLoft email and templates without leaving the Salesforce record.
- Hot Leads in Connect for Salesforce. Hot Leads identify which prospects should be your highest priority based off of their level of engagement.
Full Answer
How do I use connect for Salesforce with SalesLoft?
There are many Salesloft actions you can take on Lead and Contact records using Connect for Salesforce, but that’s really only the basic features available to you. The Connect for Salesforce side panel opens more of Salesloft’s core functionality within Salesforce, like viewing Salesloft Person info and running Cadences.
How do I import from Salesforce into SalesLoft?
To import from Salesforce into Salesloft, you will need to Download the Salesloft Chrome Extension. The Salesloft extension will create Salesloft specific buttons in your Salesforce instance including the ability to import, view Salesloft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features.
Are SalesLoft communications automatically recorded in Salesforce?
Monitoring and tracking sales activities is a crucial element of Salesforce’s effectiveness. Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities.
How do I map fields from Salesforce to SalesLoft?
Map fields from Salesforce to Salesloft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.” Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.
How do I connect Salesloft to Salesforce?
Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all Salesloft users. ... Install Connect for Salesforce. ... Salesloft Imports from Salesforce. ... Connect for Salesforce Side Panel. ... Click to Call in Salesforce. ... Loft an Email in Salesforce. ... Insert Meeting Availability in Salesforce.
Is Salesloft built on Salesforce?
Fortunately, communications sent in Salesloft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities. Salesloft provides fifteen custom activity fields out of the box for deep insights into every activity.
How do I add a Salesloft button in Salesforce?
From your Salesforce account, navigate to the Leads, Contacts, Accounts tabs or select an individual Campaign (depending on which list you want to import into Salesloft). Find the View pick list to select a previously created list and select Go or Create a New View. Click the Import to Salesloft button.
Is Salesloft the same as Salesforce?
The main difference between these two solutions is that SalesLoft is the most focused option for sales engagement while High Velocity Sales is more integral to Salesforce CRM. High Velocity Sales is a pretty good option for those already using Salesforce, especially if you're already familiar with the tool.
Is Salesloft a CRM?
Salesloft has always been a customer- and innovation-first organization. With its latest offering, the company becomes the first sales engagement platform to build CRM integrations outside the Salesforce ecosystem.
How do I access Salesloft?
From the side panel, you can view Salesloft Person info and run Cadences. To access the Connect for Salesforce side panel, click on the Salesloft logo on the right-hand side of the page. The side panel will appear on the right side of your page.
How do you use Salesloft dialer?
Enter the phone number on the dial pad Once the Dialer is open, click the dial pad icon in the top right corner of the Dialer to view the full dial pad. Now you can type the number from your keyboard OR use your mouse to click the phone number. Once your call is done, hang up and Log a Call.
How do I log into a call in Salesloft?
To log a call, follow these steps:In the Salesloft Mobile app, go to the Calls tab.Find the call you would like to log. ... The call details will appear along with the log box. ... Add a disposition. ... Add a sentiment. ... Click Log.More items...•
How do you run a cadence in Salesloft?
Cadences Panel on the Home Dashboard Go to the Cadences panel in the bottom right of your Dashboard, aka the Salesloft home page. Find the Cadence and step type you want to take action on. Next to the step name, you will see a blue Run Step button. Click Run Step.
How much is Salesloft a month?
How Much Does Salesloft Cost? There's an annual contract, one Salesloft license per user, per year is $2K. $125 to $165 per user, per month, depending on the package.
How do I add Salesloft to Outlook?
To install the add-in for Office 365, follow these steps:Open Outlook Settings, then navigate to Manage add-ins.Search for Salesloft in the search window to bring up the Salesloft Connect listing.Click Get it now. Turn the toggle on to activate the Salesloft add-in.
How do you find hot leads in Salesloft?
From your Team Settings, go to the Hot Leads Settings. Below the Event Points, check the box next to each event type in order to use that event in Hot Leads scoring.
Your Data Your Way
Insight from Salesloft combines Salesloft and Salesforce data to achieve a powerful analytics package, giving leaders instant visibility into performance. The end result is a holistic view of Salesloft and its impact on the organization.
Salesforce Sync Keeps Both Platforms Up-to-Date, in Real-Time
Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.
Safeguarding Your Data
Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.
How does SalesLoft work?
The SalesLoft extension pulls all of the leads or contacts from a list when you click the import button. If you would like to pick and choose or select specific leads or contacts from a list view to import, you can do so by installing our Custom Import Button.
What is cross filter in saleslott?
Cross filters allow users to filter reports based on related objects and their fields. This means that you have the ability to fine-tune your report to include (or exclude) records. Once the report is created with the cross filter, you can import specific lead or contact records into the SalesLoft platform.
Important Things to Know when Working with Person Accounts in Salesloft
Activities log to the Person Account record automatically: There is no additional setup required with activity logging.
Field Mapping Person Account - Contact Fields
While the Person Account is two fields merged as one, Salesloft will still use Person and Accounts separately.
Field Mapping Person Account - Account Fields
For Salesforce data that you would like to associate with the Salesloft Account fields, you will use the equivalent Salesforce Account fields (e.g., Account ID, Account Name).
Importing Person Accounts
Salesloft will create both a Person and Account when importing a Person Account from a list view or report.
How Does Salesloft Link Accounts in Salesforce?
When you import an Account from Salesforce into Salesloft, the Salesforce and Salesloft records will be linked according to your team's Account Management Settings .
Automatic Unlink When Record Deleted in Salesforce
When a Contact, Lead, Opportunity, or Account record is deleted in Salesforce, Salesloft will automatically unlink it.
Preparing for Salesforce My Domain or an Instance Refresh (URL change)
IMPORTANT NOTE: If you are migrating to a different Salesforce Org all together, this means that all Salesforce record IDs will change.
I Am Migrating to a New or Different Salesforce Org, What Should I Do?
If you are migrating to a brand new or different Salesforce Org, this means that all Salesforce record IDs will change as well as your Salesforce URL structure.
Edit Your Meeting Link
Since the meeting link will be visible to anyone you are booking time with, you can edit the link if you would like. By default, the link will contain your Salesloft team name and your first and last name.
Copy Your Meeting Link
You can also copy the meeting link to quickly share it with team members or in exchanges outside of email.
Set Scheduling Preferences
There's a possibility that your schedule could get a bit hectic if you send an open calendar link to prospects. People can book meeting times at any hour of the day, or back-to-back, leaving you to manage a chaotic calendar.
Decide on Meeting Limits
In an ideal situation a prospect would accept a calendar invite right after they receive it. In reality, however, people sometimes wait to schedule a meeting months in the future, or they dig up a meeting invite and randomly place time on your calendar.
Apply Meeting Buffer Time
Back-to-back calendar blocks leave little time to prepare for your meetings (or step away from your desk). The Meeting Buffer option allows you to select the length of time used as a buffer between meetings on your calendar.
Set a Minimum Schedule Notice
Meetings that are booked at the last minute could have you scrambling to prepare for a call, which could result in a poor sales experience for your prospect.