The Salesloft product team has released our advanced Salesforce Sync to all Professional and Enterprise teams! This improved sync is the simplest and most reliable way to keep your Salesforce CRM and sales communication platform entirely in sync throughout all of your sales activities.
The sync works in near real-time, and administrators have the ability to decide which application “wins” when syncing each field. Admin can also check sync logs for troubleshooting and supervision purpose, as well as sync People fields in Salesloft with Lead and/or Contact fields in Salesforce and Company fields in Salesloft with Account fields in Salesforce.
In some instances, Salesloft companies are not linked to Salesforce accounts. But with the Company Linking page, we make it easy and efficient for admin to select (in bulk) which companies are linked to which accounts for their team. Companies are a core functionality of Salesloft, crucial to customers using an Account-Based Sales Development approach.
And now, you can import accounts from Salesforce, either one at a time or from a list-view, and any accompanying field information will be imported based on your field configurations. Finally — no more entering customized company details manually!
As always, we are extremely excited to release this new feature, so please let us know what you think!
Transcript
Hey Guys, Sean here with Salesloft. We are excited to announce our newest release, enhanced Salesforce Sync available for all professional and enterprise tier teams.
Salesforce sync is the simplest and most reliable way to keep your Salesforce CRM and sales communication platform entirely in sync. The sync between SFDC works in real time, and administrators have the ability to decide which application “wins” when syncing each field.
Salesforce Sync can sync People fields in Cadence with Lead and/or Contact fields in Salesforce and Companies in Salesloft with Accounts in Salesforce.
Hundreds of Salesloft users are already using Salesforce Sync to keep data clean, consistent and up-to-date. Built for sales operations leaders: the easiest way to sync your CRM and sales acceleration platform.
Thank you for enabling Salesloft to continue to serve you. As always, we are excited to hear your feedback!
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We are really excited to release this new feature and as always, please let us know what you think. If you have any questions please check out the Knowledgebase, or contact [email protected].