Salesforce Integration

SalesLoft & Salesforce.
Better Together.

 
With intelligent integration, Salesforce Sync, and seamless workflows, SalesLoft is the ultimate sales machine.
Automatically Record Activities to 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. SalesLoft provides fifteen custom activity fields out of the box for deep insights into every activity. Including call duration, call disposition and sentiment, email activity counts, cadence identifiers, and more.

Automation Rules

Let SalesLoft do the heavy lifting in Salesforce. Easily apply automation rules to execute any repetitive process that you’d normally have to do manually. Rules can even include multiple actions built on a single set of criteria. This gives admins more control over the flow of data in and out of the system, and also allows admins to use a criteria met by one SDR’s process to be reflected to the entire team, preventing duplicate communications at an Account-Based Sales level.

Comprehensive Sync Log

This is why Sales Operations leaders love SalesLoft. SalesLoft provides a real-time log of all sync activities, status, and outcomes. This sync log details aspects such as fields, records, time, and direction. Sync log provides complete transparency, with the ability to easily retry failed syncs and troubleshoot mapping errors, should they arise. Admins gain valuable insights into what data is being transferred.

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.

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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.

Real-Time Sync

The data syncing between the platforms happens in real-time, so it’s always accurate and up-to-date.

Customizable Hierarchies

Administrators have the ability to choose which platform takes priority for each data field while syncing.

Field Mapping

Map fields from Salesforce to SalesLoft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.”

Safeguarding Your Data

Your data is serious business. We make protecting it our business.  Automated sync should only be done with proper safeguards to prevent scenarios that could lead to data degradation.

Account Mapping

SalesLoft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.

Synchronized Fields

When data is missing from one system or the other, you can easily map fields to be synced between platforms for complete data parity.

Converted-Lead Detection

SalesLoft knows when a lead is converted to a contact, and automatically remaps the appropriate data to that contact.

Manual Syncing

You are in complete control when it comes to syncing data between SalesLoft and Salesforce. You can choose to sync manually or automatically.

Data Sync Tracking

Don’t worry about overwriting data. SalesLoft tracks all updates to and from Salesforce, so you know the who, what, and when of your data.

User Mapping

Manage user roles across both platforms. User account ownership in Salesforce is automatically carried over to SalesLoft.

Configure Any Fields

Administrators have complete control over which fields in both Salesforce and SalesLoft can receive updates during syncing.

Customizable Sync Speed

SalesLoft syncs at blazing speeds, pushing out updates as they happen and pulling in updates every 1, 5, or 10 minutes.

Sync Rules

SalesLoft provides flexible rules and detailed audit logs that let you build intelligent functionality and automation.

Ready to see SalesLoft in action?

SalesLoft is the sales engagement platform that helps you connect with people, solve problems for customers, and move organizations forward. Learn more about our industry-leading capabilities and see the platform in action.

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