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Platform & CRM

Discuss and ask questions about the functionality of the platform and CRM!

  • 14 Topics
  • 35 Replies
14 Topics
G
Champion
GalenWeaverChampion
asked in Platform & CRM
Meeting Creation integration with Salesforce

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? 

211
Salesloft_Rob
Discussions Moderator
10 days ago
Mark Tonsetic
Lofter
Mark TonseticLofter
posted in Platform & CRM
Have you checked out the Salesloft AI Assistant?

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)?

604
Mark Tonsetic
Lofter
1 month ago
M
Champion
MarkBaileyChampion
posted in Platform & CRM
AI Parallel Dialer

We are evaluating AI Parallel Dialers to increase the number of live conversations. Any tips?

221
Alice Bedford
Discussions Moderator
1 month ago
P
Champion
pmurraycc2024Champion
asked in Platform & CRM
User can't import leads form Salesforce to Salesloft

A user cannot import leads from Salesforce to Salesloft. All CRM connections, Chrome ext.., etc., have been checked, re-installed, etc. He clicks on leads and it seems to start moving to the Salesloft screen as if the import will complete, and then the Salesloft screen view just disappears. The leads do not import.Any suggestions?

1041
BrynjaHill
Community Manager
2 months ago
B
Champion
BrianChampion
asked in Platform & CRM
Import bug fix not mentioned in the Salesloft Chrome release notes

I recently logged a support case because several coworkers were having trouble importing a Salesforce report into Salesloft. The import would get stuck on the 100% screen and wouldn’t finish. Salesloft support confirmed it was a bug that their engineering team was investigating.I noticed that a new version of the Salesloft Chrome extension (v1.4.0) was released on 11/14/24, according to the release notes. I went ahead and updated the extension, but I didn’t see anything in the notes mentioning a fix for the import issue. Will the release notes be updated to reflect whether this bug was addressed?Here’s the link for reference:Salesloft Chrome Extension Release Notes

362
K
Lofter
2 months ago
J
Champion
JorgeDiazChampion
asked in Platform & CRM
Salesforce Integration

Anyone know why I cannot use a Salesforce dedicated “Integration User” license for the Salesloft → Salesforce Integration?Salesloft is adamant about giving up a Salesforce User License 

2034
T
Champion
2 months ago
B
Champion
BrianChampion
asked in Platform & CRM
Salesloft Chrome Extension Banner won't go away

My coworkers and I have noticed the Salesloft Chrome extension banner appearing more frequently today. I checked the Salesloft Chrome extension release notes, and it looks like a bug fix was released on 11/5/24 to roll back to version 1.3.12 due to reported issues with the "Loft It" button.After reloading the browser, the banner still appears sporadically throughout the day. Do you know when this issue will be fully resolved?  

602
B
Champion
2 months ago
B
Champion
BrianChampion
asked in Platform & CRM
Why is the loft it button in Gcal creating multiple events in Gcal and Salesforce?

Our team recently observed the appearance of a new “Loft It” button within Google Calendar (GCal) events, seemingly replacing the standard “Save” button. When users update a Google Calendar event and select the “Loft It” button, both a new GCal and Salesforce event are created, which also triggers an additional meeting notification for external participants.Key ConcernsDuplicate Notifications and Records: When the "Loft It" button is used, external recipients receive another notification for the meeting, which can lead to confusion. Additionally, multiple entries in GCal and Salesforce may appear as duplicate records, potentially cluttering calendars and systems. Documentation Gap: There’s currently no official Salesloft documentation that outlines the function and expected behavior of this feature. The existing knowledge article, last updated on November 21, 2023, still refers to the previous Chrome extension. The features between the two different extensions are different.  Saleslo

3035
K
Lofter
2 months ago
J
Champion
jasonhensonChampion
asked in Platform & CRM
Maildoso

Does anyone use Maildoso or a similar service with Salesloft? Maildoso is telling me that it’s possible and that they have clients who use it with Salesloft but Salesloft support is telling me that it is not supported.

881
SWaldman
Discussions Moderator
3 months ago
M
Champion
MikeChampion
asked in Platform & CRM
Set person field to match account field on linking

When I have an account linked to CRM, the account pulls in the “Industry” field.I want everyone who gets linked to an account to get that data copied on to the person record.I only want to use Salesloft to do this. Lets get creative. Example.Person A gets created in Salesloft and associated to an account based on email domain.When person gets linked to account based on that rule, fill in the person industry with the account industry.

1744
M
Champion
4 months ago
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in Platform & CRM
Zoom Phone Customer Reference

Hi Champions 👋🏼 Are you leveraging Salesloft’s Zoom Phone integration for a global team? If so, I’d love to hear from you in the comments. What has your experience been? Did you opt for Zoom Phone over another dialer? How would you rate the quality of calls? Call connectivity? I’m working with a customer who has global BDR teams and are exploring options for their sellers in India, specifically, but also have a sellers throughout the US, EMEA, and APAC. 

520
Salesloft_Rob
Discussions Moderator
4 months ago
R
robwalte
asked in Platform & CRM
How to download CRM logs?

Something triggered an unknown-to-me automation rule and removed several contacts from their cadences. Can I download the CRM logs from that date to figure out which ones were affected?

881
Salesloft_Rob
Discussions Moderator
4 months ago
RebeccaHeyse
Champion
RebeccaHeyseChampion
posted in Platform & CRM
Maximizing Efficiency with Salesloft's Scheduled Import Feature

Hey everyone!We've recently started leveraging Salesloft's Scheduled Import feature, and it's been a game-changer for our sales and marketing teams. I wanted to share our experience and hear how others are using this feature. Here’s a breakdown of what we’ve been doing:Breaking Silos Between Marketing and Sales: Our Marketing team has been running special direct mail campaigns with Sendoso. Once these mailers are delivered, our sales team identifies contacts with a status of 'Delivered' in a Salesforce Report. We use the Scheduled Import feature to automatically import these contacts into Salesloft, placing them right into a tailored cadence. Each cadence is designed specifically for the direct mail campaigns, starting with an automated email that provides immediate follow-up. This process ensures that our marketing efforts directly feed into our sales outreach, fostering better collaboration and efficiency between the two teams. Increased Salesloft Utilization: By automating the impor

2092
RebeccaHeyse
Champion
5 months ago
M
Champion
MikeChampion
asked in Platform & CRM
Scheduled Imports with missing data

I use scheduled imports in order to fire off cadences at different points in the life of a open renewal opportunity. The importer breaks if the first row of the SFDC report is missing a sold to contact, which is the ID it is looking for a person. Its fine if that row errors out, but I still need the rest of the report to fire. This is only an issue if the first row fails. If row 1 is fine and row 2 fails, it still works.Is this working as intended? Would love to be able to work around this.

4777
Salesloft_Rob
Discussions Moderator
5 months ago
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