Configure Salesloft

We use Clay (for sourcing and enrichment), Salesloft (for outreach and qualification), and HubSpot (for contact/company management).Here’s the workflow I’m trying to figure out: Once a contact is found in Clay, we push it to Salesloft. Sometimes there are multiple contacts from the same company. Should we be creating both a person and an account, or just one of them? The goal: Make sure each contact is linked to the right company. When sending them over to HubSpot, have the contacts and companies properly mapped together. Set up a bi-directional sync so that changes update automatically across systems. Question:What’s the best way to do this with as little manual work as possible?

Hi There, I was wondering when the required fields and teams default recording would be switched on for our organisation? Many thanks

We have a situation that is causing issues with CRM sync activity. We are running into contacts who have multiple email addresses. We currently have two email fields on the Salesforce contact, the default and a secondary. I can’t find documentation from Salesloft on how to sync activity using either of those email fields. While not ideal, it’s causing many sync issues, and I’d like to help the team with this issue. Does anyone have best practices for managing CRM activity sync for people with multiple email addresses?

Hi fellow Lofters!  Looking for some insight from fellow Salesloft admins re: Group management.  How are you successfully keeping Groups accurately and up to date without adding a ton of manual work to your plate?

Hi everyone,My name is Gabe, and I'm an engineer here at Salesloft focused on our email channel. I want to address a concern among our users about potential changes to the Google email platform that might affect tracking pixels used to determine if someone opened an email.To put your mind at ease, we haven't seen any evidence of Google blocking tracking pixels by default. However, what we have observed is that images can be blocked when emails are detected as spam due to domain reputation or email content. But here's the good news: if you're following Salesloft's email best practices, it's unlikely that your prospects will ever see this sort of spam banner message. If you want to know more about how to avoid these issues and ensure your emails are delivered successfully, I recommend checking out our email deliverability best practices guide. 

POV: You’re the (newest) Salesloft admin for your companyFirst off, a huge congrats! With great power comes great responsibility, but you’ve totally got this. We’re here to help you navigate your new role with some essential dos and don’ts.  ✅ Do: Configure your CRM like a pro! As the Salesloft Admin, you’re the gatekeeper of smooth data flow and ensuring key info gets logged properly. 🚫 Don’t: Let that CRM data go stale. Help your sales team’s track all activities and engagements.✅ Do: Set up user management and governance to boost efficiency. Give your team the access they need. 🚫 Don’t: Overlook the importance of guardrails and group hierarchy. They are critical to protecting sensitive data. ✅ Do: Keep your Salesloft environment neat and user-friendly. Organization is key! 🚫 Don’t: Mix up the roles – Salesloft Owner, CRM Owner, and Cadence Assignee should be clearly defined to streamline your team’s workflow. ✅ Do: Connect with other admins like you🚫 Don’t: Feel overwhelmed. The