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LEARNING PATH:

Sales Operations

  • Getting Started
    • Creating a SalesLoft Account Ops
    • Installing Google Chrome Extension Ops
    • Creating Your Settings Ops
  • Configuring Admin Settings
    • Introduction to Field Configuration
    • What to Map and Why- Person Field Mapping
    • What to Map and Why- Account Field Mapping
    • What to Map and Why- Opportunity Field Mapping
    • What to Map and Why- Activity Field Mapping
    • SalesLoft U Live: Automation Rules Ops
    • Automation Rules Starter Kit Ops
    • Customizing Disposition and Sentiment
    • Person Field Mapping
    • Person Custom Fields Ops
    • Roles & Permissions Workbook ops
    • Top 4 Priorities Implementing a Sales Engagement Platform
  • Setting Up Your Strategy
    • SalesLoft Platform Training Video 1 Ops
    • SalesLoft Platform Training Video 2 Ops
    • Connect for Salesforce
    • SalesLoft Dialer Ops
    • Adding People SFDC Import Ops
    • Adding People CSV Import Ops
    • Adding People Manually Ops
    • Team Templates
    • Converting to Team Templates Ops
    • Meeting Intelligence for the Admin
  • Maximizing Your Strategy
    • Increasing Sales Efficiency with Automation Rules
    • SalesLoft Advanced Reporting – Engagement Metrics
    • SalesLoft Advanced Reporting – User Activity Metrics
    • SalesLoft Advanced Reporting – SalesLoft Opportunity Generation Reporting
    • Webinar: SalesLoft Data in Salesforce
    • SalesLoft U Live: July 2017 Product Feature Release Re-cap Ops
    • SalesLoft U Live: August’s New Feature Training ops
    • SalesLoft U Feature Release Recap: September 2017 Ops
    • SalesLoft U Live Webinar: Product Release Recap for October Releases Ops
  • Taking It To The Next Level
    • Webinar: Increasing Sales Efficiency with Automation Rules
    • Roles & Permissions Workbook
    • Slack Integration for SalesLoft Ops

Roles & Permissions eBook

Governing feature accessibility is important to modern sales teams like yours. At SalesLoft, we give the ability to restrict access to certain features and functionality with roles and permissions. SalesLoft’s roles and permissions are robust enough for enterprise teams with implementation easy enough for anyone to use.

In this SalesLoft U Workbook, we’ll walk you through each step of maximizing your SalesLoft configuration with Roles & Permissions and give you eight commonly used roles to get you started faster!

SLU - Roles & Permissions Workbook

Download our Roles & Permissions Workbook and:

  • Learn about the 15 permission sets
  • Learn how to create and edit roles
  • Get started with eight of the most commonly used roles
Download Now!

Lessons

  • Getting Started

    • Creating a SalesLoft Account Ops
    • Installing Google Chrome Extension Ops
    • Creating Your Settings Ops
  • Configuring Admin Settings

    • Introduction to Field Configuration
    • What to Map and Why- Person Field Mapping
    • What to Map and Why- Account Field Mapping
    • What to Map and Why- Opportunity Field Mapping
    • What to Map and Why- Activity Field Mapping
    • SalesLoft U Live: Automation Rules Ops
    • Automation Rules Starter Kit Ops
    • Customizing Disposition and Sentiment
    • Person Field Mapping
    • Person Custom Fields Ops
    • Roles & Permissions Workbook ops
    • Top 4 Priorities Implementing a Sales Engagement Platform
  • Setting Up Your Strategy

    • SalesLoft Platform Training Video 1 Ops
    • SalesLoft Platform Training Video 2 Ops
    • Connect for Salesforce
    • SalesLoft Dialer Ops
    • Adding People SFDC Import Ops
    • Adding People CSV Import Ops
    • Adding People Manually Ops
    • Team Templates
    • Converting to Team Templates Ops
    • Meeting Intelligence for the Admin
  • Maximizing Your Strategy

    • Increasing Sales Efficiency with Automation Rules
    • SalesLoft Advanced Reporting – Engagement Metrics
    • SalesLoft Advanced Reporting – User Activity Metrics
    • SalesLoft Advanced Reporting – SalesLoft Opportunity Generation Reporting
    • Webinar: SalesLoft Data in Salesforce
    • SalesLoft U Live: July 2017 Product Feature Release Re-cap Ops
    • SalesLoft U Live: August’s New Feature Training ops
    • SalesLoft U Feature Release Recap: September 2017 Ops
    • SalesLoft U Live Webinar: Product Release Recap for October Releases Ops
  • Taking It To The Next Level

    • Webinar: Increasing Sales Efficiency with Automation Rules
    • Roles & Permissions Workbook
    • Slack Integration for SalesLoft Ops

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