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Data & Configuration

Data & Configuration

Discuss how to manage data, configure backend settings, and streamline your team's workflow

11 Topics

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remyersChampion

asked in Create Automation

Favorite Campaign Automations

Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people. Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far. Thanks!

GabeConwayLofter

posted in Configure Salesloft

Salesloft Open Tracking and Gmail

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.

JasonCheng2405Champion

posted in Manage Data

Advice needed on how to bulk update

Hi Guys, I target about 2000+ Accounts with about 5000+ target individuals with a lot the data cleansing needed. No. 1 being linking people to the right accounts. Any insights and advice on how to bulk update the linking between people and their accounts would be huge help and $ value. (I’ve explored ways of uploading CSV however without success as it only allows updating of “display company”, not “linked company”) likewise, I’m generally good with the system so if anything I could help, please leave a question here. Thanks! Jason

AUdurhamlaneChampion

asked in Integrations

The Impact of SMS in workflows

We’ve been with Salesloft for just over 15 months now and it’s proven to be a real game changer for us. Having finally got our organization fully up and running and in full flow, keen to understand others experience of using SMS as part of their workflows?Thanks

car3vi33spinaChampion

asked in Manage Data

Is there merge account or contact option?

BrynjaHillCommunity Manager

published in Integrations

Integration Station...all aboard!

Welcome to our Integrations section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as how others have leveraged our 180+ integrations to make Salesloft work in tandem with the other tools they have. Maybe you're curious to know what use cases sales reps use when recording a Vidyard video directly from the email pane in Salesloft! [eye emoji]Share success stories about what integrations you’ve used to accelerate your sales cycle, enhance your data, and make Salesloft even more powerful! Other customers want to know what’s worked for you, so don’t be shy. We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - BrynjaCustomer Experience Program Manager

seknortonDiscussions Moderator

published in Platform Management

Managing your platform? We got you.

Welcome to our Platform Management section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as how have people continued to edit and uplevel their Salesloft instance so it doesn’t become set it and forget it?Share success stories about how you have built an auditing process to keep your Salesloft instance fresh! Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! -SarahManager, Customer Enablement & Experience Programs @ Salesloft

BrynjaHillCommunity Manager

published in Create Content

How to use Create ContentTutorial

Welcome to our Creating Content section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as how have people scaled their cadences while still keeping them personalized?Share success stories about how creating cadences, templates, and snippets has helped you level up your Salesloft game! Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - BrynjaCommunity Manager

seknortonDiscussions Moderator

published in Manage Data

How to use Manage DataTutorial

Welcome to our Managing Your Data section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as:How do you manage People vs Accounts? Can I link People to records in my CRM?Share success stories about how you have managed your data within Salesloft in partnership with your other systems. Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - SarahManager, Customer Enablement and Experience Programs @ Salesloft

BrynjaHillCommunity Manager

published in Create Automation

Welcome to Create AutomationTutorial

Welcome to our Creating Automation section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as: How has someone used automation to keep their data current? How has someone used automation to save their team admin time? Share success stories about how automation has helped you level up your Salesloft game! Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! -Brynja Customer Experience Program Manager

nellie.pavluscencoLofter

published in Configure Salesloft

Admin Configuration Dos and Donts

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

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