Data & Configuration

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

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

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 

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 

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 

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 

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

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