New Record Configuration

The record sync between Salesloft Deals and Salesforce is bi-directional, meaning users can create new records in Deals and the integrity of your Salesforce data will be maintained. Your team can create new leads, contacts, accounts, and opportunities, without having to leave Salesloft. Admins can configure what Salesforce fields are displayed on the creation panel for each new record type, choosing to make them required or optional, mirroring the experience within Salesforce.