Discuss Salesloft Products

I was unable to find an existing help article on this topic. We have a BDR out on leave. I’d prefer not to change the Salesforce flow to have all their leads be assigned to another team member. I’d prefer to use salesloft to process the re-assignment. Any best practices for managing team members out of office? If the best practice is to edit the source assignment rule then I’ll work with our SF admin.

Hi fellow Lofters - I’m a Salesloft admin for my org and I wanted to see how other admins and users might navigate this “issue.”Our org has established a domain send limit and it sometimes frustrates reps as they are trying to engage their prospects/customers (and especially multithread).  A particular problem some reps have is not knowing when/why they’ve hit our daily domain limit.Has anyone else found a way to easily investigate how many cadence emails are being sent to a particular domain?  Perhaps a Salesforce report?Curious to hear how other Salesloft teams are helping their reps with this.

Hey Champions!It's Ashley from Salesloft Consulting Services, and I wanted to chat with you about something that I truly believe can transform how you manage your pipeline: Salesloft Deals. You know, we're all about maximizing efficiency and driving growth, right? And that's exactly what Deals is designed to do. Think about it: how much time do you spend trying to get a clear picture of your pipeline? Jumping between spreadsheets, trying to piece together the latest updates... it's a lot, isn't it? Well, Salesloft Deals gives you that single, unified view you've been looking for. Imagine having instant access to all your key metrics, seeing exactly where each deal stands, and spotting those potential roadblocks before they become real problems. That's the power of having everything in one place.  As you can see from the screenshot, Salesloft Deals provides a clean, intuitive interface that puts all your critical opportunity information at your fingertips. This visual representation all

Hello,  I noticed a new field on the Account Mapping Field Config Page. Called Company ID. What is it used for? Thanks!

Hello all!Not sure if this is the right place to ask this. Please point me to the right direction otherwise.Does anyone has an issue with MS Teams meetings not uploading to Salesloft?Thank in advance for any tips and trick you can share regarding this. :) 

HI Champions - I’m opening a ticket with Salesloft and plan to attend office hours, but I thought I’d also post here in case anyone is having a similar issue and found a magical solution. Case 1: The dialer is not allowing a user to connect in Salesloft (2nd image) Case 2:  User is working out of Salesforce and the call won’t connect, tested on several records (1st image)Steps taken:Chrome is updated Uninstalled, reinstalled extension Using latest Salesloft Chrome extension Restarted computer  

Hi Team - I am curious what is a realistic goal for weekly imports for a BDR/SDR. Currently I have their targets set at 200 imports/week to achieve 15 meetings / week and 10 opportunities / week. In addition, I am having issues with my team hitting their email domain limit which is postponing their outreach for days / weeks. This is effecting their on-time steps. Does anyone have a solution to this problem? Thanks! 

We’re interested in separating out activities from the analytics dashboard based on the account type. We deal with both end user customers and partners - and would like to be able to focus on each separately.Is there a method to do this within the Analytics section, or a workaround? If not, could we add this as an enhancement suggestion?Brian

In the past 30 days we’ve had about 171 incomplete Zoom Recordings. I’ve surfaced this 2X in Salesloft office hours but with no resolve to our issues and am curious if other admins have found tips to prevent issues. From what I can see, Zoom settings are enabled, Calendar syncs are on, Video Conferencing is on, but we are still seeing incomplete calls. 

📣 Calling all Public Sector Sellers  📣 Does your organization have a team selling into PubSec? If so, how are you handling Call Recording best practices? Whether it’s calls made through the Dialer or recorded meetings with Zoom, Google Meet, etc. I want to hear from you in the comments!  Do you a have recording message announced at the start of call/meeting?  Are you asking to record calls/meetings prior to recording?  Are you auto recording all calls/meetings, unless specifically asked to not record by meeting attendee?  Do you keep your call recordings for a specific amount of time?  I have a customer ramping up their efforts to create a PubSec selling team, so I’d love to hear what’s worked well for your sellers, any best practices you’ve defined, and how you handle security and compliance concerns around recording. If you’re open to an exploratory conversation with my customer to share your expertise here, I’m not afraid to send you some Salesloft swag in return 😁  

Hi-I notice when I click on an email within my inbox I receive a notification stating the account just opened the email I sent. Is there a way to only receive those notifications when the intended account opens the email only?Thanks in advance. 

Hi all, I’m looking for some feedback on these questions:How long (period of time) are your cadences to prospects? How long (length of email) are your messages to prospects? What have you found to be helpful in getting high open rates and replies? Thanks for your help!V/r,Neville  

Hi allWe have a high volume of personal cadences and would like to create a library of Team Cadences in 25’.  Our challenge is we don’t have a copywriter who can write these. We have SME’s in Product Marketing but they don’t have experience writing sales emails. I'm wondering how other people are creating team cadences at scale. Is it sales-owned? SDR/BDR Managers? Marketing? A combination of everyone pitching in? We’re a large, multinational organization with a complex product so would be particularly interested in people working in similar types orgs who also don’t have one person creating cadences for the sales org. Thanks, everyone. 

I create Cadences and BDR work on those cadences but I am not able to pull those salesloft analytics within salesforce by creating reports there. As my salesloft instance perfectly syncing with salesforce and fields were mapped also .

I’m seeking best practices for implementing and tracking multi-threading in Salesloft for BDR/SDR team. The parent cadence will have steps the team member doesn’t need to complete on a multi-thread. I’m not certain I want the BDR skipping steps, so I’m considering adding separate cadences that are “linked” to the parent cadence so we can track the implementation and activity of additional people at a company. One of the workspace cadence groupings is by account, so the BDR will have an efficient way to see all steps for an account. Any feedback and suggestions would be much appreciated!

When creating meeting in Salesloft I want the meeting to be created in Salesforce as well.   The issue is I need the meeting to be assigned to the AE but its created by the SDR.  If I make the meeting owner the AE is both the Assigned To in Salesforce (which is good) but the AE also shows as the Created By in Salesforce (which is bad)  I  can use the booked by field but then my reporting in Salesforce get messed up.  I need to for the SDR to be able to create the meeting in Salesloft for the AE, then in Salesforce I need the meeting to be Assigned To the AE and created by the SDR. I’ve tried everything I can think of, any suggestions? 

Contact attributes in Drift have two names- the display name seen within the Drift app and the API name used by Drift systems and the Drift developer API.  Sometimes, you may need to refer to a Contact attribute via the API name, such as when using personalization tokens within a Drift playbook. How do I find the API name of a Drift contact attribute?There are several ways to find the API name of a Drift Contact attribute but first it’s important to understand that Drift will automatically convert the display name of an attribute to snake_case. In other words, if you create a custom contact attribute with a display name of “My Awesome Attribute”, Drift will record the API name as “my_awesome_attribute”. Special characters are ignored during this conversion to snake_case, so that a display name of “Dave’s Awesome Attribute!” would be given an API name of “daves_awesome_attribute”.  And finally, Drift will also convert other case styles to snake_case. Some examples include: Display Name

Hi all, I have a question about the email layout in cadences. As soon as I try to add mutable pictures, I struggle to get a nice layout as I would get in Outlook direct. Has anybody ideas how I can import, add nice email layouts to cadences in SalesLoft? Thanks

I tend to start off outbound cadences with text emails and then during the cadence steps add links. I Get good views but wanted to get feedback from others on what works best for them with building out cadences targeting new prospects. 

Hi all, I am new to Drift, and I am struggling to get the best out of it. We are divided by federal State, but I don’t see a filter option in Drift. Thus, I see many accounts and contacts that are not relevant to me.  Can somebody help? Thanks,Esther 

Did you know that you can build dynamic links within a playbook by inserting a contact attribute as a personalization token into the URL?  This let’s you do things like build a unique link to a resource depending on the site visitor or direct a site visitor to a knowledge base search page with the search query pre-populated.Setting this up is fairly easy, you just need two things:The Drift contact attribute holding the value you’d like to add to the dynamic URL.  In the demo shared below, I use a custom field called “search_term” which holds the site visitor’s input from a previous question node in the playbook. The URL to which you’d like to append or insert the dynamic value.  In the demo I use the Salesloft help page search URL which looks like: https://help.salesloft.com/s/global-search/With these two pieces of information you can build your dynamic URL. In the editor of the playbook node where the dynamic link will be displayed, use the create a link button to populate the visible

Have you used the Salesloft AI Assistant? If you look on the lower-right corner of your screen, you’ll see it represented by a small icon that looks like a speech balloon (click on the icon to launch it). Better yet, you can also find it in the Salesloft platform - go to your Profile, then click on ‘Ask a Question.’ I’d love your feedback on two questions -Have you used the Assistant? How can we continue to improve it? ‘Salesloft AI Assistant’ can be a mouthful. Should we name it to something more personal (for example, like ‘Siri’ on your iPhone)?

Is there a way to identify specific emails within a cadence where the BDR has personalized the content? Is it possible to determine which step in the cadence has been personalized the most? How does the snippets reporting work? e.g. if we want snippets to be factored as personalization, is there a way to show that usage by individual user?