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Schedule a report on people/contacts that have been noted as "Do not contact" on a regular cadence

We are looking for a report that can be scheduled on a weekly basis:The report only returns data for records marked as Do not contact for the current weekThe report should be scheduled If possible the report should have date and time stamp of when the person was marked as “Do not contact” Currently the export option does not allow one to filter to date and time stamp of when record was set to Do Not Contact and one has to export all the data every time.I think we need to go the API route but will need some help to achieve this.Hoping the team here can help.Regards,Vibha Bhatia

181

4 days ago

Vibha BhatiaChampion

Platform Management

How do we Join the Champion Hub hour at 11 am EST, is there a link that gets sent each week ?

Please can someone remind me as to how do we Join the Champion Hub hour at 11 am EST, is there a link that gets sent each week ? Thank you.Regards,Vibha

343

5 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Using the Account Research Agent for High Quality Prospecting

Happy Wednesday, Champions! I’m here to share another Sideline Strategy of the Week video with you! This week Cosmo Barran, Senior Commercial AE here at Salesloft, is here to talk to us about how he uses the Account Research Agent to ensure high quality prospecting. Watch the ~4 minute video below and make sure to drop your questions for Cosmo in the comments! Thanks, Champions! See you next Wednesday. 👋🏼 Have a topic you’d like to see us cover in the weeks ahead? Let us know below.

220

5 days ago

Tylerm1011Lofter

July 2025 Release Notes

In this article, we will highlight Salesloft's newest features and functionality. Rhythm & Cadence Conversations Platform, Data, & CRM Rhythm & CadenceImplement Scheduled AI Email GenerationAI-generated Emails in Cadences are generated prior to clicking the Run Cadence Step button which reduces time spent waiting for the email to generate.Who: Implement Scheduled AI Email Generation is available to all Salesloft users.When: This feature is generally available.Where: Implement Scheduled AI Email Generation is found when generating AI emails within a Cadence Step.How: To learn more about AI-generated Emails, check out the Create a Cadence Email Step Using AI article. Enhancements for AI-generated emailsVarious improvements such as refining the AI prompts and adding additional data points and context to the emails have been implemented to AI-generated emails.Who: Enhancements for AI-generated emails are available to all Salesloft users.When: This feature is generally available

35020

7 days ago

StephanieRGriffithLofter

Analytics & Coaching Best Practices

Understanding the Email Personalization Panel Results

When looking at most metric charts, seeing a hockey stick chart represents an uptick in numbers and an overall positive outcome. Well, the Average Personalization chart found in your Email Analytics acts a little different. The goal of the chart is to make sure the best reply rate and most emails delivered are in the same bucket. This means you are comparing those two bars with each other rather than looking for your averages to skew left or right. You need to interpret the data being shown. Fortunately, we've prepared four types of charts to teach you how to read the data you see.Nada: No PersonalizationFigure 1: No Personalization ExampleWhat this chart says…Based on the bucket, all emails have less than 15% personalization. This means you're seeing low overall personalization. There's also a low reply rate. Conclusion: Need to personalize more than 5% to see improved reply rates.Need Less: Diminishing ReturnsFigure 2: Diminishing Returns ExampleWhat this chart says…The best reply ra

543

18 days ago

Keeper_MaxChampion

Platform Management

Provision phone numbers during user creation?

Can everyone in this community please put in a feature request to allow for phone numbers to be allocated at the time of creating a user? Right now, you have to invite a user, wait for them to accept, and then go into the dialer, find their name, and provision the phone number. It’s a very annoying process that wastes time.It would be much better if on the user creation screen if there was a dropdown to select which phone number to give them and that’s provisioned once they officially create their account.

100

19 days ago

BrynjaHillCommunity Manager

Sideline Strategy of the Week

Sideline Strategy of the Week: Recommended Field Configurations to ensure data integrity

Happy Wednesday, Champions! 👋🏼 We’re here with another Sideline Strategy episode to give you quick tips on how to level-up your game within Salesloft! This week Savannah Warbington is back to talk through recommended field configurations to ensure data integrity. Watch the ~9 minute video below to hear @SavannahWarbington’s top tips! 👇🏼 Have questions? Drop them in the comments! We’ll see you next week. 🏆

250

19 days ago

GabeConwayLofter

Coaching Your Team

A Sales Professional's Guide to Apple's New iOS Call Screening

You may have seen the headlines about Apple's new iOS update that screens calls from unknown numbers. When your job is to connect with people, any change to how the phone rings can feel like a new hurdle. But this new feature isn't the end of outbound calling. In fact, we see it as an opportunity for skilled sales professionals to stand out. It’s less of a roadblock and more of a new step in the process, one you can easily navigate with the right strategy.Here’s what you need to know and how Salesloft can help. What is iOS Call Screening? A Quick ExplainerWhen an iPhone user with this feature enabled gets a call from a number not in their contacts, here's what happens:An automated AI assistant answers first. It asks you for your name and the reason for your call. Your live response is instantly transcribed into text on the prospect's screen.Based on that real-time transcript, the prospect can choose to Answer your call, send you to Voicemail, or block the number. Think of it as a live,

1760

20 days ago

RaeSankLofter

Cadence Best Practices

Create a Data Hygiene Cadence to Manage Bounced Contacts

You’re reviewing your latest cadence performance and notice that some emails bounced back. These emails didn’t reach your contacts, meaning valuable communication hit a roadblock. Instead of letting these bounces disrupt your engagement, set up a Data Hygiene Cadence to re-engage bounced contacts, update their information, and keep your pipeline in top shape. Step 1: Build a Data Hygiene Cadence to address Bounced Contacts To begin, create a Data Hygiene Cadence specifically designed to capture and manage contacts with bounced emails. Unlike your usual prospecting cadences, this cadence is geared toward improving the quality and accuracy of your contact data. In this cadence, start with one "Other" step. This step will prompt you to search for an accurate email address and update the contact’s information so you can get back to engaging them. Your follow up steps will include other methods to contact the Person, like phone, social media, or even old fashioned mail. Step 2: Automate th

40710

20 days ago

DavidChoeChampion

Analytics

Exporting conversations/call recordings?

Hey there, I’m looking to see if there’s any way to access and export the sales calls and recordings outside of Conversations Insights. While there are some insights available in Conversations Insights, I’m looking for more specific trends, specifically, frequently asked questions. I’m guessing it’s not possible within Salesloft, but would love to be able to export, upload to my own LLM and then extract FAQs, recurring topics, etc. Has anyone had success in something like this?

391

24 days ago

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Vibha BhatiaChampion

Manage Data

Schedule a report on people/contacts that have been noted as "Do not contact" on a regular cadence

181

4 days ago

Keeper_MaxChampion

Platform Management

Provision phone numbers during user creation?

100

19 days ago

DavidChoeChampion

Analytics

Exporting conversations/call recordings?

391

24 days ago

HollyHampsonChampion

Create Automation

SDRs work on Contacts

Hi - my org’s SDRs currently work on Contacts owned by Sales Associates. We use Salesforce.I have Automatic Step Reassignment (Team Cadences) as well as Automatic Task Reassignment toggled on within the Data > Cadences and Tasks section. I wish to leave these two items active should an SDR leave the organization since Leads are reassigned to other SDRs.Does anyone have any creative solutions to suppress task and cadence step reassignment when a contact is added to Salesloft for the first time or the contact ownership is changed in Salesforce? This issue arose when we rolled out a Contact recycle campaign for SDRs. Thanks!

502

1 month ago

ArthurLorenteChampion

Conversations

How to access Conversation Intelligence data on Salesforce?

Hi all,I have tried this a few times without success so thought I would ask the community.Has anyone had success pushing Conversation Intelligence data to Salesforce? It is pretty useless for us right now given that the information is locked into Salesloft and I cannot push it to an activity record. They just updated the API documentation (Fetch an extensive conversation | Salesloft API) allowing us to fetch basically any data we want from conversations but it is somewhat useless since I cannot pass a conversation ID along to an event. I was hoping to use Clay to create some systematic actions based on transcript content but I am at a loss on how I could do that without manually exporting conversation IDs every so often and then somehow manually linking them to their respective accounts, opportunities, etc.

301

1 month ago

RaymonDavidChampion

Platform & CRM

Dynamic Meeting Scheduling

Hi,Any suggestions on how to setup a process that enables a customer to answer a question, and based on the question route to a specific SalesLoft user’s meeting scheduler page?Example, if state = CA, use SalesLoft User A or if state = B, use SalesLoft User B.The meeting scheduler form in SalesLoft is limited and can’t support conditional logic. So I know I have to user some other solution. I can’t even send in values in the querystring into a Salesloft booking’s page :( Any suggestions, are welcomed. ThanksDavid

331

2 months ago

Salesloft_RobDiscussions Moderator

Platform & CRM

Email Preference Centers & Salesloft

Hi Champions! I have a customer expanding into the EU and being mindful of GDPR laws, we are exploring the use of a custom email preference center link in place of Salesloft opt-out links. Anyone taking this approach? What works well? What doesn’t? Are you using a Marketing Automation platform for EPC links?

763

2 months ago

RenskeChampion

Coaching

Reporting on due steps ( over due)

Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

952

2 months ago

eddie.sempekChampion

Cadence

Team member out off office

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.

552

2 months ago

Monique BeaudouinChampion

Cadence

Tracking emails to a certain domain?

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.

712

2 months ago

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