Add hotkeys (keyboard shortcuts) to your Salesforce record page and get things done faster with shortcuts. Some of the hotkeys available are: CTRL+E – Edit CTRL+S – Save Ctrl+Alt+T – New Task Ctrl+Alt+L – Log a call
Full Answer
How does a meeting log to Salesforce?
By default, the meeting will also log to Salesforce as a closed activity task. Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings. If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes.
What chrome flags are not supported in Salesforce lightning experience?
Experimental Chrome flags are also not supported. Chrome flags can be found at: chrome://flags/. NOTE: Although we use Private Browsing and incognito mode as a troubleshooting step, Salesforce does not support Private Browsing mode (Incognito) in Lightning Experience.
How will my completed activities be logged in Salesforce?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce.
Why can’t I login to a website in Salesforce?
Browsers retain a lot of information over time, and while most browsers are configured to clear things like cookies and cache periodically, a build up of these can cause issues with logging into websites and page rendering. Clear cache and cookies in Chrome. Extensions and Add-ons can also cause issues while rendering pages in Salesforce.
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Does Salesforce have Loft It?
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft It ), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
Can you log notes in Salesforce?
SalesLoft allows you to log single notes on a Person record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object. When logs are made to a Salesforce Contact, the log will also roll up the the Salesforce Account.
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