Release Notes

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas: Rhythm & Cadence Channels & Conversations Platform, Data, & CRM Deprecation NoticeRhythm & Cadence Follow-Up if No ReplyFollow-Up if No Reply is an email follow-up reminder that you can set up when you compose an email, helping you to stay on top of communication.Who: This feature is available to all Salesloft users.Where: Follow-Up if No Reply is configured within the email composer by each user.How: While composing an email, click the checkbox at the bottom of the composer to configure the reminder. To learn more, check out the Create Follow-up Task for No Reply Email article.   Play OutcomesPlay Outcomes leverages an underlying influence model to show detailed insights into the performance of Plays over the last 90 days, including key metrics like meeting rate, opportunity rate, win rate, average sales contract, pipeline generated, and revenue generated; and how the changes over time compared to the previous 90 days. Who: This feature is available to all users with access to Plays via Plays: Manage permissions.Where: Play Outcomes can be viewed in the Play overview pages and within Analytics Reports (Content Performance: Plays). Users may need to scroll over to the right to view the influence metrics. How: Check out this Play Outcomes article to learn more about how to measure and interpret the outcomes of your Plays. Channels & Conversations Collaboration LicensesCollaboration Licenses provide users limited access to Conversations, allowing them to view recordings, add comments, and access conversational data without providing full access to the Conversations platform. Who: This feature is available to all Salesloft teams with an Advanced or Premier license. Collaboration licenses are assigned by a team admin.Where: Collaboration Licenses are assigned from the Users Settings. When a user is assigned a Collaboration License, they will have limited access to the Salesloft platform. To learn what is included in the Collaboration experience, check out the Getting Started With Collaboration Licenses article.  How: To learn how to set up Collaboration Licenses, check out Manage User Settings. Conversation User Settings RedesignConversation Settings have been  redesigned to provide a more streamlined and user-friendly experience.Who: This feature is available to all users.Where: Conversation Settings are located under the Communication section of the Settings page.How: Check out the Your Conversations Personal Settings article to learn more about Conversation Settings. The settings may vary based on your Conference Provider. Check out the following articles for more information: Zoom Google Meet Microsoft Teams  Platform, Data, & CRM SCIM EnhancementsWe have updated the Okta Enterprise SCIM implementation so that our new integration can provision users with: Custom Roles License Group Assignment  Adhere to SCIM Enterprise 2.0 specificationsHow: Check out the SCIM Enhancements article to learn more.Deprecation NoticeIn January 2025, Salesloft will deprecate the following features: Contact Dashboards in Salesloft Deals  Drift Video: Check out our Drift Video Offboarding article for more information. We recommend Vidyard as Salesloft’s preferred video partner. For more information, check out the Feature Deprecation Process. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Platform, Data, & CRMRhythm & CadenceSingle Signal, Multiple Play Actions per RoleSingle Signal, Multiple Play Actions per Role provides the ability to set more than one Task while creating a Play, allowing you to implement multi-threaded orchestration strategies when working target Accounts and Deals.Who: This feature is available to all Salesloft users with an Advanced or Premier license. Plays can be created and managed by team Admins. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the “Add action” button to add an additional Task to the Play.AI Generated Email Step for CadenceLeverage generative AI inside your Cadence Email steps to draft the initial email message with up-to-date buyer context. Reps can efficiently send personalized emails in their Cadence workflow with minimal manual effort, while adhering to messaging guidelines that admins establish for the Cadence step.Who: AI Generated Email StepsSteps are configured by Admins while creating a Cadence.Where: AI Generated Email Steps are enabled while creating a Cadence and will populate information in the email composer while completing the Cadence step.How: AI Generated Email Step for Cadence can be enabled or disabled for the whole Saleloft organization within the Artificial Intelligence settings page. Once enabled, generative AI will research, draft and personalize the Cadence email to the specific buyer. See the Add an Email Step article for more information.Log Missed Calls in the Live FeedWhen a call is missed, a notification will appear in the Live Feed.Who:  Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: In the event that a call is missed, a new notification will appear in the Live Feed telling the seller that they missed a call. The notification will include who called and what number it was from.Account-Based Signals in the Live FeedWhen a third-party signal is received at the account level, it will appear in the Live FeedWho: Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: When an account-based signal is received, a new notification will appear in the Live Feed. The notification will allow users to navigate to the Salesloft account page.Deals & ForecastForecast SettingsWhen creating a Forecast, the Forecast type and metrics will be applied based on segment rather than  the whole organization. This allows for more forecasting customization options and different use cases, such as forecasting by account or opportunity.Who: Forecast is available to teams with  the Premier package. Forecast Settings are configured by Salesloft Admins.Where: Forecast Settings are configured within the Forecast Admin settings page.How: See the Manage Deals Forecast article for more information on how to configure Forecasts. No changes or updates need to be made to existing Forecasts.Platform, Data, & CRMAPI: New OAuth Grant Type for Client CredentialsSalesloft now supports authorization via Client Credentials in addition to Authorization Code when creating a new app to connect third-party systems to Salesloft. Who: Teams with custom/internal integrations who want to make system-to-system requests. Where: Salesloft App Hub How: When creating a new app, admins will have the ability to specify the grant type called "Client Credentials". Will only be available for Private Applications. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. Fall 2024 LaunchCommand CenterCommand Center streamlines data from across the revenue lifecycle so teams can visualize key insights from their entire process - from prospecting to closing - in one place. Teams can view powerful AI Insights and empower immediate action through new Plays, which can be enabled directly from Command Center.Who: Command Center is available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: Command Center is a part of Salesloft Analytics.How: See the Command Center Overview article to learn more. AI Insight: Objection HandlingThis agent helps scale the process of coaching by identifying reps in need of coaching due to having a low win rate and high objections per deal. Who: Command Center AI Insights are available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: AI Insights can be found within Command Center.How: See the Objection Handling AI Insight & Play article to learn more.AI Insight: Stalled DealThis agent helps validate pipeline faster by using historical analysis of deal progression and win rates to identify deals that have sat in any stage for too long so teams can take action before any losses occur.Who: Available to all Salesloft users. Must have Deals configured to leverage Stalled Deals. Deals is only available to Salesforce CRM users. Where: AI Insights can be found within Command Center. The Stalled Deal insight is also visible within the pipeline view in Salesloft Deals.How: See the Stalled Deals Insight & Play article to learn more. AI Insight: Signal ConversionThis agent enriches Seismic and Highspot Plays with data on how the signal impacts conversion rates. For RevOps and admins, the insight is surfaced in Command Center with a prompt to enable related Plays if they are not already in use.  Who: Command Center AI Insights are available for all Salesoft license types. Must have the Seismic and/or Hubspot Integrations set up to leverage this agent. Where: AI Insights can be found within Command Center. The Signal Conversion insight also appears on Seismic and Highspot Plays in the Rhythm workflow.How: See the Signal Conversion AI Insight & Play article to learn more. Rhythm & CadenceRhythm in Salesloft Connect Chrome Extension for Salesforce Users Rhythm is available when using the Salesloft Connect Chrome Extension in Salesforce.Who: Rhythm in Chrome Extension is available to all licenses but requires the use of Salesforce.Where: Rhythm in Chrome Extension can be found within the connect for Salesforce Side Panel.How: Update the Chrome Extension to the most recent version to start using Rhythm in the Chrome Extension.Open the side panel within Salesforce to view and run Rhythm tasks. To learn more, check out the Salesloft Connect for Salesforce article. Review Record in PlaysReview Record is available as an action in Plays. In addition to the Stalled Deals Play, Review Record can be used in any Play to prompt a seller or manager to review a deal, update information, or log notes in response to a signal. The task is then assigned to a manager so they can review the record and follow up.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Record action.Time Block Action in PlaysA Play that prompts you to block time off on your calendar to complete important tasks related to your Deals like building pipeline, reviewing account news, or completing a handoff after a deal is closed. such as handoffs, direct calendar invites for prospecting, alignment meetings.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Time Block Action. Note: users must sync their calendar to Salesloft to use the Time Block Action. Review Scorecard Action in PlaysReview Scorecard is available as an action within Plays. By prompting reviews of seller conversations directly in Rhythm, sales managers can more efficiently coach their reps and provide feedback to their team at scale.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Advanced or Premier license. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Scorecard action.Deals & ForecastSearch Ability in Hierarchy Visibility Settings in ForecastSearch for individual users directly in the hierarchy table, with matching results highlighted for easy viewing — no need to expand each level. Who: Search Ability in Hierarchy Visibility Settings in Forecast is available for Salesloft admins with access to Forecasts. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM. Where: Navigate to Forecast, then click on the Admin tab, then click General Settings and then Deal Forecasts. From there scroll down to Hierarchy Visibility and click the Edit button.How: U the search bar at the top of the Hierarchy Visibility settings page to enter the name of the user you are looking for. Scrolling Enhancement on Forecast PageThe Forecast Hierarchy Table now has a new scrolling pattern that lets you scroll and view the entire table on one page. Who: Scrolling Enhancement on Forecast Page is available for Salesloft users with access to Forecast. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM.Where: In the Forecast Hierarchy Table within your Forecast Dashboard. How: Scrolling on the Hierarchy table will allow you to view the whole table. Add Search to Advanced FiltersThe advanced filters on the Deals Pipeline table are now searchable.Who: Add Search to Advanced Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: Add Search to Advanced Filters can be found by clicking on the Workspaces tab and selecting Deals. From here, click on the Advanced Filters icon to be able to search.How: Inside the Advanced Filters window, use the Search bar to type the name of a filter. Select the appropriate filters and click Save.   Deal Access Permission: Role LevelA role-based permission that enables/disables Deals for specific role types. If disabled for a role, it will remove Deals from the navigation for said users of that role type.Who: Deal Access Permission: Role Level is available by default to standard Admin and User roles. Custom Roles with the Deal Access Permissions may be configured by Salesloft Admins.Where: The Deal Access Permission can be enabled or disabled while configuring user roles.How: To add the Deals Access Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “deals” in the permissions search.  Confirm the Deals Access permission toggle is set to “On” (blue).  Deals Advanced Date FiltersWhen you add a Date field to a Pipeline Dashboard, you can filter by  custom dates and preset date periods.Who: Deal Advanced Date Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: The Deals Advanced Date Filter can be found inside a Pipeline Dashboard. Navigate to the Pipeline Dashboard by clicking on the Workspaces tab and selecting DealsHow:  To add a date filter, follow these steps: Go to your Pipeline Dashboard and select the funnel icon to open Advanced Filters.  Find a date filter.  In the filter options, select Customer Date Range.  Select a start range using the calendar menu. Select an end date. Channels & ConversationsSupport More Transcript LanguagesSalesloft Conversations transcripts now support nine additional languages including:Danish Portuguese Swedish Vietnamese Polish Romanian Turkish Ukrainian RussianWho: Additional Transcript Languages are available for all users with access to Salesloft Conversations.Where: Additional Transcript Languages can be found within Salesloft Conversations.How: See the Conversation Transcript help article to learn more about Salesloft Conversations.Download Conversations Role-based PermissionA role-based permission that when enabled allows users to download a Conversation transcript, video, or audio. Who: The permission can be enabled for all users. It is defaulted ON for User, Admin, and Custom roles.Where: The Download Conversations Permission can be enabled or disabled while configuring user roles.How: To add the Download Conversations Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “conversations” in the permissions search.  Confirm the Download Conversations permission toggle is set to “On” (blue).  Conversation Video Player UpdatesIntroduces several enhancements to the video player used within Conversations including a minimized video mode.Who: Conversation Video Player Updates are available for all Salesloft users with access to Conversations.Where: The Conversation Video Player can be found within Salesloft Conversations.How: Learn more about the Conversations Video Player in the View Conversations Video and Audio Recordings articleTemplate Page EnhancementsThe following enhancements have been made to the template pages: Ability to sort by Clicks, Opens, Replies, and Owner New column for Last Used. You can sort by Last Used.  Tag filters are now at the top of the page only, not in the left hand side bar.  Added Archived Templates filterWho: Template Page Enhancements are available to all Salesloft users.Where: The Templates Page can be found by clicking on Content at the top of the screen and then selecting either Template.How: Learn more in the Templates Page article. Platform, Data, & CRMConfigurable Analytics MetricsConfigurable Metrics gives Salesloft admins the ability to configure a particular metric (or set of metrics) to better align to their organization’s definitions. Users with the proper permissions will now have more control over how the Connected Calls, Meetings Attended, Meetings Booked and Positive Calls metrics are attributed within Salesloft.Who: Configurable Analytics Metrics can only be configured by a Salesloft admin but apply to the whole Salesloft instance.Where: Configurable Metrics can be managed from the Configurable Metrics settings page.How: See the Manage Configurable Metrics help article for more information.Visibility for Connected IntegrationsSalesloft will now show a list the third-party integrations that are connected to your Salesloft instance, and admins now have the ability to revoke access to these apps.Who: Visibility for Connected Integrations is available for all Salesloft users and admins, though only admins have the ability to revoke access to integrations.Where: The list of connected integrations can be found on the Integrations page in Settings.How: To learn more, check out the Salesloft Integrations article for admins and Set Up Your Profile - Manage Connected Apps for users. Opportunities APIDevelopers can view and manage opportunities via Salesloft’s public API. This allows customers with a custom CRM to import their Opportunity data into Salesloft.Who: Opportunities API is available to all Salesloft customers and is designed for customers without out-of-the-box CRM integrations..Where: Opportunities API can be managed from the Developer’s portal.  How: See the article in the developers portal for more information.Account and People List EnhancementsThe following enhancements have been made to the Account and People Lists: Ability to manage columns on the people list and account list Ability to filter by hot leads on people listWho: Account and People List Enhancements are available to all Salesloft users.Where: The Account and People lists can be found by clicking on Contacts at the top of the screen and then selecting either Accounts or People.How: To edit columns, follow these steps: Select the Edit Column button found on far right side of the filter row. The Customize Columns window will appear.  Search for fields or scroll through the list to select or deselect the available fields. Once a field is selected, it will appear in the Field Order side of the window.  Rearrange the order of your fields so they are in your preferred order.  To rearrange the fields, hover over a field name, click and hold the field title, then drag the field to the spot in the order. Once it's in the correct spot, release the field. You can remove a field from the list by clicking the cancel button to the right of the field name. Things to Note: If you have selected a Display By filter, that column will appear first in the report by default.  Click Apply.  Once the settings are applied, save your view so you can access the report again and again. Assign Managers to Salesloft Users Assign managers to your Salesloft users to create powerful revenue workflows in the Command Center. With managers assigned, automatically assign a Review Conversation Play to the manager when their rep receives too many objections in a meeting. Or assign a Review Record Play if a manager’s rep has too many stalled deals. The Pipeline view in Deals also includes a new feature to filter for your Manager Hierarchy.Who: Salesloft users with the “manage team” permission Where: Settings > UsersHow: In User Settings, edit a single user or select multiple users and then assign another user as their manager. If you are a Salesforce connected Team, your manager hierarchy will automatically sync from CRM. DriftMessage Inspector in Chat Data ReportThe Message Inspector in the Chat Data Report allows you to understand where site visitors are interacting with your Playbooks by inspecting messages on the chat data page, creating better visibility not only for Bionic responses, but also for the entire playbook end to end.Who: Drift CustomersWhere: The Message Inspector is found within the Chat Data report.How: Click on a message in the Chat Data report to inspect it.Control Over the Source URL to be Used in Bionic ChatbotsSource Improvement allows users to correct the underlying source that the Bionic bot generates its responses from so that it can redirect users to the best possible page and quickly and accurately gather the correct context from which to answer site visitor inquiries.Who: Drift CustomersWhere: Drift AI Response Testing page and Chat ReportHow: Click on “Bad Response” - “Use a different source” and select the source URL where the response is availableOff Topic Training WorkflowYou can now mark questions as off topic and the bot will not answer those questions the next time it’s asked, or they will be able to instruct the bot to answer a question from the knowledge base if it incorrectly categorized the inquiry as off topic.Who: Drift Bionic Chat Customers.Where: AI Responses Testing PageHow: if it should be off topic - thumbs down > off topicif it should be on topic - thumbs down > should have answered the questionDrift Video ​​Notice of DeprecationIn January 2025, Salesloft will deprecate Drift Video. We recommend Vidyard as Salesloft’s preferred video partner.

We wanted to give you a quick update regarding our October monthly release notes. With our Fall Launch coming up on November 13, we’re bundling the October and November updates into a single release note on November 13. What This Means for You:All the October highlights you’re looking forward to—including improvements, new features, and user-experience enhancements—will be announced alongside our feature-packed Fall Launch release. This allows us to give you a comprehensive overview of all the impactful changes and upgrades at once.Stay tuned for an exciting Fall Launch full of insights to elevate your platform experience – and the introduction of Command Center! Thank you for your patience and continued engagement as we work to bring you a stellar lineup of updates.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Platform, Data, and CRM Conversations Mobile DriftPlatform, Data, and CRM People List EnhancementsThe following filters have been added to the People List:Filter by industry Filter by user relationship Filter by Cadence assignee Filter by Cadence: ‘any cadence’ (people active in a cadence).Who: People List Enhancements are available for all Salesloft users.Where: Navigate to Contacts in the top menu and select People to access the People list.How: Use the Add filter button on the People List to be able to select filters. For instructions on how to filter the People List, see the Filter Salesloft Page View article. Conversations SMS Opt-Out ComplianceSalesloft Messenger will automatically append a “Reply STOP to opt-out” message to the first new message sent to a person.Who: Users who utilize the Salesloft Messenger desktop app.Where: SMS Opt-Out Compliance applies to new SMS conversations that are sent via the Salesloft Messenger desktop app.How: For more information check out Messenger Regulation Guidelines and Important Things to Know About Messenger. Conversations Access Permissions: Team-level & Role-levelTwo new permissions have been added to Salesloft that will allow admins to control user access to Conversations:Team-level Conversations Access Permission: enables/disables Conversations for the entire Team. Role-level Conversations Access Permission: role-based permission that enables/disables Conversations for specific role types.Who: The Conversations Access Permissions are accessible to Salesloft admins.Where: The Conversations Access Permissions can be found on the Roles Settings page.How: Learn more in the Roles and Permissions article.Google Granular PermissionsTo ensure users are successfully connected to all areas of Google, a new banner has been added to remind users to "select all" permissions when connecting to Google and send an alert if any permissions have been left off.Who: Salesloft users connected to Google (email, calendar, and Google Meet).Where: The banner appears when configuring your email, calendar, and Google Meet.How: When configuring your email, calendar, and Google Meet, the banner will appear to remind you to select all permissions. To learn more check out the How does Salesloft connect to Google Workspace? article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App version 1.18.11 and later.Where: The Salesloft Mobile App is available on iOS and Android.Add Notes/Log Meeting Notes on MobileAdd functionality to the Salesloft Mobile app that allows users to create and display notes assigned to specific contacts.How: Follow these steps to add notes to a contact record:Access a contacts profile Scroll to the new Notes card under Recent Activities View existing notes Create a new note by clicking the “+” icon DriftIntelligent Search - Feedback LoopEasily correct wrong answers from Intelligent Search responses with the new Intelligent Search Feedback Loop. Within a conversation, provide thumbs up/down feedback and then select “Bad Response” to update the source and generate a new response that Drift will use for future inquiries.Who: Drift users with access to Intelligent Search.Where: Intelligent Search can be found by clicking into the Playbook tab, and selecting Intelligent Search. How: To learn more about the Intelligent Search Feedback Loop, see the Intelligent Search article.Off Topic RedirectsThe Bionic Chatbot will not answer questions that are not relevant to the knowledge base that it uses as a source. Instead it will say “I'm sorry I can't help you with that, but if you have any questions about [company name] I'd be happy to assist you!”.Who: Drift users who utilize Bionic ChatbotsWhere: Off Topic Redirects are part of Bionic ChatbotsHow: To learn more about Off Topic Redirects, see the Bionic Chatbots article.Semantic CacheSemantic Cache stores Bionic Chatbot responses and consistently replicates them. This increases the response quality and consistency across Bionic Chatbot responses.Who: Drift users who utilize Bionic ChatbotsWhere: Semantic Cache is part of Bionic ChatbotsHow: To learn more about Semantic Cache, see the Bionic Chatbots article.Response Refinement WorkflowResponse Refinement helps you more effectively train your Bionic Chatbot, correcting itself in real time, and providing confidence in the bot's ability to correctly answer questions when site visitors ask them.Who: Drift users who utilize Bionic ChatbotsWhere: Response Refinement Workflow is part of Bionic ChatbotsHow: To learn more about Response Refinement Workflow, see the Bionic Chatbots article. 

Version 1.5.2Submitted on Jan 9, 2025 Bug FixesCalendar custom settings were being erased and should now applied correctly Resolved an issue where opening 2 email panes for 2 different records with the same email resulted in a crash Updating a Person’s contact info will now keep you on that person Fixed an issue where sorting was reverting to timezone in cadences When lofting an email and adding them to Salesloft, the extension will correctly refresh to show they’ve been added Fixed an issue with the Quick Action Email button not working in SalesforceVersion 1.5.0Submitted on Dec 16, 2024 Bug FixesPlease refer to the notes for 1.4.3 as all items were re-introduced in this version Fixed an issue with calls not ending when in passthrough mode. Clicking on a person link in the live feed will update the person tab to that record “View more” button now displays all text on phone steps Version 1.4.4Submitted on Dec 11, 2024 Rollback ReleaseDue to an increase in Dialer issues where calls were not ending properly when in passthrough mode, we’ve reverted the 1.4.3 release back to 1.4.2 as we investigate further.Version 1.4.3Submitted on Dec 9, 2024 Bug FixesThe 15 minute meeting option has been fixed to correctly display in the dropdown. An arrow to select the next month in our date picker has been moved back onto the form instead of appearing off the page. Clicking on a Salesloft email button in Salesforce will now only pop open the Salesloft email pane instead of both Salesloft and Salesforce.   Creating a call task will now be blocked for users in a Do Not Call status. Rescheduling a task was preventing the ability to choose a date from the next month, that’s now fixed. Fixed an issue where you were not able to update call settings while in a call.  Switching your headphone and microphone mid call is now possible. “Schedule All” and “Complete All” are not working correctly with updated messaging. “Log and Complete” was repositioned to no longer block key areas of the CRM screen.Version 1.4.2Submitted on Nov 27, 2024 Bug FixesFixed an issue that was causing an internal service error when lofting emails for some users. Resolved an issue where switching between a users activity tab was causing an error. Fixed an issue where the pending log message was appearing in the dialer when it should not have. Dialer Everywhere (right click action) was misbehaving and is now working correctly. We fixed an issue where linking an account on a person record will not clear out any fields you’ve entered before saving. Resolved an issue with our voicemail drop ins producing an error message. Version 1.4.1Submitted on Nov 21, 2024 Bug FixesRestored the “End Call” tone when ending a call. Fixed an issue where some completed cadence steps were not showing on the cadence tab. Clicking on the Live feed icon should again trigger a refresh of the feed. Version 1.4.0Submitted on Nov 14, 2024 What’s NewOur “new version” banner has temporarily been removed as it wasn’t performing the way we intended.  We’ll bring it back after a rework in an upcoming release.Bug FixesClicking on a person’s name in the live feed will now take you to that user's contact record instead of refreshing context on the page. When editing a person's record, we’ve added a message to warn you if entering a duplicate email address. Version 1.3.14Live on Nov 5, 2024 Bug FixesRolled back to version 1.3.12 due to reported issues with Loft it button Version 1.3.13Submitted on Nov 1, 2024 Live Nov 5, 2024 Bug FixesFixed an issue with Book a Meeting modal closing unexpectedly Version 1.3.12Submitted for Chrome Store approval on Oct 31, 2024 Bug FixesGeneral dialer bug fixes and stability improvements Import button should now display for certain contact and account screens Version 1.3.11Submitted for Chrome Store approval on Oct 28, 2024Bug FixesAddress bugs related to the new Google Calendar UI change: Fixed meeting edits from duplicating meetings Fixed meeting edits from sending out duplicate notifications Fixed Zoom and Teams links from disappearing after lofting a meeting   Fixed an issue with some contact fields not displaying correctly in the sidebar Version 1.3.10Oct 25, 2024What’s NewWe’ve reorganized and reordered what actions are in the Person edit menu vs our Quick Action buttons on the Person tab page. “Edit Person” and “Mark as Success” buttons have been moved to the Person edit menu “Create a Task” was relocated from the edit menu to a dedicated Quick Action button (for Rhythm enabled teams) “Add to Cadence” is now a quick action button  Bug FixesThe reload button in our “New Version” banner wasn’t triggering the extension to update to the newest version as intended. Going forward, this is fixed. The Import button should now show in certain list views in Salesforce. Fixed a navigation issue when deleting a person record. Version 1.3.9Oct 23, 2024What’s NewAdded “Create Person” to our action button at the top of the extension navigation menu.Bug FixesFixed an Account linking issue that prevented a contact from synching correctly. Fixed a bug that was causing the last digit of UK phone numbers to be missing. Version 1.3.8Oct 16, 2024What’s NewAdded a new banner to alert you when a new version of the extension is available. Find out what’s new by clicking the version badge in the action pop up in your chrome bar! Rhythm tasks can now be rescheduled to a custom date.  (available for Early Access customers)Bug FixesFixed an issue for some Salesforce Classic users where tasks were not auto navigating to the correct record. Fixed a bug where some users were unable to edit tasks from the Rhythm queue. The import button should now appear correctly on Person Account pages in Salesforce. Version 1.3.7Oct 11, 2024What’s NewRhythm is here! - Early Access has started for select Salesforce customers with a gradual rollout occurring over the next few weeks. One-off Task creation is available for teams that have Rhythm tasks enabledBug FixesRemoved a Zoom alert when not connected Fixed the progress bar overlapping a search window on the Workflow screen Dialer pop out window can now be resized to a smaller default sizeVersion 1.3.6Oct 1, 2024What’s NewYou can now select a custom date when rescheduling any cadence task. New Icons and Controls were added to more easily view and manage a prospects status from the Person tab.Bug FixesFixed an issue that prevented ‘Click to call’ buttons from appearing for certain phone number formats. Version 1.3.5 Sep 25, 2024Bug FixesGeneral bug fixes and localization improvements Version 1.3.4 Sep 24, 2024What’s NewMade dropdown positioning more ergonomic in the dialer Slightly increased spacing between the sidebar buttonsBug FixesResolved an issue that was causing cadence tasks to be incorrectly completed in some cases Fix a bug where Dialer would erroneously complete previously selected call actions Fixed an issue where pop up messages were misaligned Improved number recognition for showing Salesloft Click to Call button not showing for some numbers in Salesforce Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar.  They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails.  Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an issue that caused our GCal buttons to disappear and restored items from 1.2.3Version 1.2.4 August 23, 2024Bug FixesCritical update to restore GCal functionality for some users, rolled back to version of 1.2.3 Version 1.2.3August 23, 2024 Bug FixesLocalization improvements Version 1.2.2 August 9, 2024What’s NewDialer has been improved to allow for vertical resizing.  We also improved the dropdown behavior and size to reduce the need to scroll while logging a call.Bug FixesImproved translations in email panes and action pop up Added support to disable auto complete for the LastPass extension Fixed an issue with click to call buttons not displaying on some list views in Salesforce Version 1.2.1August 1, 2024What’s NewDo Not Contact Improvements - You can now view and manage Do Not Contact status at a granular level with Do Not Email, Do Not Text or Do Not Call in addition to Do Not Contact.   Bug FixesImproved dialer window localization Version 1.2.0July 25, 2024 Bug FixesLocalization improvements  Dialer stability upgrade Fixed a reported memory leak issue Fixed an issue on the account page in Salesforce where the import button was misbehaving. Fixed an issue where inbound calls were refreshing open tabs with contact information Fixed an issue where the loft in button was not displaying correctly

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Channels & Conversations Platform, Data, & CRM MobileRhythm & Cadence Extend Assignment in Plays - Opportunity Owner and Record Owner’s ManagerPlays can be assigned to the Opportunity Owner and the Record Owner’s Manager for teams to configure plays that match your desired processes.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, assign the Play Task to the Opportunity Owner or the Record owner’s Manager.Add People From Account to Cadence Task TypeUsers are now able to add people from Accounts to cadences using Account-based signals from partners like G2 and Drift. This provides a higher level view of the Account and its critical happenings.Who: Plays can be created and managed by team Admins. All users can run this play type. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks are an available action within Plays configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play with an Account signal, you can choose the “Add to Cadence” task as the assigned action when a signal is received. Channels & ConversationsDialer Settings UpdatesThe Dialer Settings have been updated with a new app structure. The new structure includes a tab dedicated to Phone Numbers where you can provision and assign numbers, the Live Call Studio setting is now under General Dialer settings, and the Dialer Keypad setting is visible. Who: Admins and users with the “Manage Settings for Dialer” permission enabled for their role. Where: Settings > Communication > DialerHow: Learn more about the Dialer Settings in the Manage Team Dialer Settings article.  Disposition and Sentiment Settings UpdateThe Disposition and Sentiments Settings pages have been updated to the tabular page format similar to the other Salesloft Settings pages. The “Require dispositions/sentiments to be logged” fields are not toggles instead of the previous checkboxes. Who: Admins and users with the “Manage Dispositions and Sentiments ” permission enabled for their role. Where: Settings > Communication > Disposition and Sentiment.How: Learn more about the Disposition and Sentiment settings in the Manage Dispositions and Sentiments article.  Platform, Data, & CRMConnected Apps CleanupIn an effort to improve the connected app experience, all integrations with Salesloft must now be connected via an active user. Who: Admins and users with the “Manage Frontend Integrations” permission enabled.  Where: Settings > Administration > IntegrationsHow: Please review your Salesloft integrations and ensure they are connected via active admins. In cases where an integration is enabled via a user that is no longer active, the integration will be disconnected. This may result in an integration being disconnected unexpectedly.  Keyboard Shortcuts Introducing keyboard shortcuts. Quickly navigate to critical pages within the Salesloft desktop app without using a mouse.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Across the Salesloft platform. How: Learn more in the Salesloft Keyboard Shortcuts article.Roles and Permissions Settings UpdatesThe Roles and Permissions Setting is now known as “Roles” and it’s listed under the “Team” settings.Available Roles are listed in a new table that shows the number of users assigned to each role.The Permissions page now includes toggles and the ability to search permissions.Who: Available to Admins and users with Manage Roles & Permissions enabled for their role. Where: Settings > Team > RolesHow: Learn more in the Roles and Permissions article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App.Where:  The Salesloft Mobile App is available of iOS and Android.Rhythm on MobileYour Rhythm Dashboard is available in the Salesloft Mobile App to provide you with a consistent experience across all Salesloft platforms.This update includes the ability to create and manage one-off tasks directly in the app—such as emails or calls— directly from the mobile appWho: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Within the Salesloft Mobile AppHow: Update the mobile app to get the Rhythm Dashboard on your mobile device. Things to note: This feature is currently in feature preview.Mobile Enhancements: Keypad Visual Feedback: Adds feedback to the Dialer component in the Salesloft Mobile app to indicate when a key is pressed. This update aims to enhance the user experience for field sellers, providing clear visual confirmation of valid touch inputs Text Messenger Sent Confirmations: This feature ensures each text message sent from the Salesloft Mobile App is followed by a confirmation of success or failure. Call History - Associate Phone Numbers to Salesloft Records: Enhance the Call History feature in the Salesloft Mobile App to automatically match and display contact names and accounts for incoming call logs. This eliminates the need to manually search for contact details, logging the call, and then seeing the name and account.

On this page, we'll be highlighting the new features you'll find in Drift during the month of August. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Multi-Entity Segmentation Feature: Multi-Entity SegmentationBilling Plan Required: Multi-Entity Segmentation is available on the Premium, Advanced, and Enterprise PlansDescription: Multi-Entity Segmentation updates the Contact and Account segment builders into a unified experience that allows you to create segments that are a combination of both Account and Contact attributes.Reference Documentation: SegmentsLocation: You can access Multi-Entity Segmentation by navigating to Visitors > Segments Prospectory Activity Data in SalesloftFeature: Prospectory Activity Data in SalesloftBilling Plan Required: Prospectory Activity Data in Salesloft is available on the Premium, Advanced, and Enterprise PlansDescription: Prospectory Activity Data in Salesloft pushes Prospecting data from Drift directly into Salesloft providing a more unified selling experience for your sales reps.Location: Prospecting Activity Data from Drift can be found in the Live Feed within Rhythm or on the contact record in Salesloft.Bionic - Source Improvements & Response RefinementFeature: Source Improvements & Response RefinementBilling Plan Required: Source Improvements & Response Refinement are included with a Bionic Chatbots purchaseDescription: Source Improvements allow you to correct the source that the Bionic Chatbot is generating its responses from. Response Refinement allow you to tweak the bot's response using natural language processed directionsReference Documentation: Bionic ChatbotLocation: Source Improvements and Response Refinement can be found by navigating to Playbooks > AI Response Testing

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Salesloft Chrome Extension New Partner IntegrationsRhythmExpanded Task Types in PlaysTask Type functionality has been expanded to include integration tasks, like sending LinkedIn InMail.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license. Plays tasks can be added by a Salesloft Admin.Where: Play Tasks can be created from the Play Settings. Once initiated, Plays will appear in the Rhythm Workflow.How: Learn more about how to Create a Play and assign a play action. Channels and ConversationsAdmin Setting - Allow Users to Modify Sync SettingsAdmins can control whether or not users can modify inbound/outbound sync for their own personal Email Activity sync preferences.Who: This feature is available for users with the Essentials, Advanced, and Premier licenses.Where: Admins can enable this feature within the Admin Email Settings page.How: Admins can “Allow users to modify sync settings” via the Admin Email Settings > Email activity sync > checkbox for allowing modifications. Utilizing this feature (dis)allows individual users to enable or disable inbound/outbound sync.Platform and CRMEnhanced Account ManagementWe've improved Salesloft's Account Management settings page and backend logic to ensure that People are accurately linked with their corresponding CRM Account records, regardless of the domain value associated with those Accounts. If a Person's CRM Account ID is not populated, we no longer match People with free email domains to existing Accounts using fallback logic or create new Salesloft Accounts based on their email domain.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Enhanced Account Management is found within the Account Management settings page.Only Admins or users with Account Management permissions may update Account Management Settings.How: Learn more About Account Management. Salesforce Campaign SyncLink any Cadence in Salesloft to an active Campaign in Salesforce, create Campaign members and update Campaign member status with SFDC Campaign Sync.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: The Salesforce Campaign Sync is configured within Cadence settings.How: Learn more about Salesforce Campaign Sync.Salesloft Chrome ExtensionGlobal People Search & UI EnhancementsQuickly search for people from the extension header, along with other minor UI enhancements .Who: This feature is available for users that have downloaded the Connect for Salesloft Chrome Extension. Where: The Global People Search bar is located at the top of the Connect for Salesloft Chrome Extension.How: Click on the search bar at the top of the Connect for Salesloft Chrome Extension and type the name of the person you are searching for. Clicking on the search bar will show you your most recent searches.New Partner IntegrationsEquilarCreate Plays with Equilar executive transition signals to prompt sellers to follow up on crucial buyer activity at the most opportune moments.Who: Customers with Salesloft and Equilar, must turn on the Equilar integration.Where: Enable the integration in Equilar and create Plays in Salesloft.How: Learn more about how to enable Equilar Plays. MutinyAdd a custom tracking parameter to links included in Salesloft emails to allow Mutiny to identify prospects that click through. After identifying your prospects, Mutiny will track all of their future website activity and alert you when they are on your site.Who: Customers with Salesloft and Mutiny, must reach out to Mutiny Growth Strategist to enable.Where: Enable in Salesloft Settings > Integrations.How: Learn more about the Mutiny integration. CallHippoAutomatically log calls and SMS messages made through CallHippo in Salesloft.Who: Customers with Salesloft and CallHippo, enable in CallHippo.Where: Calls and SMS messages made in the Call Hippo extension will be logged in Salesloft.How: Learn more about the Call Hippo integration. OrumNew updates to the Orum integration share call recordings with Salesloft Conversations and allow reps to skip Salesloft tasks from the Orum app.Who: Customers with Salesloft and Orum, contact your Orum CSM to share call recordings with Salesloft.Where: Use Orum’s AI-powered sales dialer in the Orum app and automatically log activity and share recordings with Salesloft.How: Learn more about the Orum integration.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Chrome Extension Enhancements New Partner IntegrationsRhythmReview Scorecards in RhythmUsers can request conversation reviews, which generates an action in Rhythm for the reviewer, helping sales managers to more efficiently coach their reps.Who: This feature is available to all Salesloft users with an Advance or Premium license.Where: Reviewing Scorecards actions are initiated from the Conversation Detail Page.  Scorecards in Rhythm appear in your Rhythm Focus Zone and the Rhythm Side Bar.How: Users can request a scorecard review from the Conversation Detail Page which will create a Review Scorecard task for the reviewer in their Rhythm Focus Zone and their Rhythm Side Bar.“Add Person to a Cadence” Task Type for PlaysCreate Plays that prompt the user to add a Person to a Cadence in response to a signal.Who: This feature is available to Salesloft users with the ability to create Plays.Where: Plays are created from the Discover Plays page by navigating to Team Settings > Workflow > Plays > Discover Plays.How: Learn more about creating Plays.Drift PlaysCreate Plays triggered by Drift high buyer intent signals to help sellers convert leads. Drift Plays can recommend AI-generated email copy for the seller follow up that includes context from Drift chat and website interactions. Drift Plays are prioritized for the seller in the Rhythm Focus Zone.Who: Customers with Salesloft and Drift must turn on the Drift integration.Where: Enable the integration in Drift and create Plays in Salesloft.How: Learn more about how to enable Drift Plays.Channels and ConversationsExtending Conversations Key MomentsView Conversations Key Moments are available Conversations Navigator and inside the “Your Conversation is Ready” email template.Who: Conversations Key Moments is available to all Salesloft users with Advanced or Premier licenses.Where: Conversations Key Moments can be found in the Conversations Navigator and inside the “Your Conversation is Ready” email template in addition to the Recap tab of the Conversation Details page.How: Learn more on how to Identify Key Moments in your Conversations.Things to note: Key Moments are generated with artificial intelligence models provided by Microsoft Corporation and AWS.Auto Attribution in the “To” field for Activity SyncAdditional recipients  in the “To:” and “CC:”  field are attributed to email activity in Salesloft.Who: This feature is automatically available to all users.Where: Email To: field and CC: field.How: When multiple people are found in the “To” and “CC” fields, Salesloft will attribute the email activity to each Person included in the email. Things to Notes: The first person in the "To:" field must be a Salesloft Person record. Including multiple people in the To: field is available in Gmail and Outlook.Platform and CRMAnalytics HubAnalytics Hub is a new analytics experience that acts as a one stop shop for all of your revenue intelligence needs.Who: Analytics Hub is available to all Salesloft users. Analytics Hub is currently in feature preview and can be turned off during the review period.Where: When enabled, Analytics Hub  can be accessed from the “Analytics” item in the menu bar at the top of the platform.How: Learn more about the Analytics Hub.Chrome Extension EnhancementsCustom Fields Alphabetical Sort: Person detail information is now sorted alphabetically on the Person tab in the extension sidebar. People Scroll Behavior: Information above the tabs for Contacts, Cadences, Activity and Notes now locks to allow scrolling while keeping information in place.Who: Chrome Extension Enhancements are available for Salesloft users using the Salesloft Connect Chrome Extension.How: Update the Salesloft Connect Chrome extension. New Partner IntegrationstrumpetCreate Plays that prompt seller follow-up based on buyer engagement with your digital sales rooms. Who: Customers with Salesloft and trumpet, must turn on the trumpet integration.Where: Enable the integration in trumpet and create Plays in Salesloft.How: Learn more about how to enable trumpet Plays.

See what's new in Salesloft this May!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Channels and Conversations Deals and Forecast Platform and CRM New Navigation Salesloft Chrome ExtensionRhythmCadence Function in Conductor AI PrioritizationConductor AI now considers Cadence Function when prioritizing cadence actions in Rhythm and Cadence Focus Zones.Who: All users, specifically users leveraging Cadences. Where: Cadence function is set up inside the individual Cadence Settings.How: Learn more about how Conductor AI leverages the Cadence Function to consider Buyer Engagement in the Conductor AI article. CadenceNurture and Renewal Cadence FunctionTwo new Cadence functions — Nurture and Renewal — have been added to help identify and prioritize Cadences.Who: This feature is available to all Salesloft users.Where: The Cadence Function may be added from the Cadence Settings page. You can view the Cadence Function on the Cadences page.How: Learn how to set Cadence functions while creating a new Cadence.Channels and ConversationsAI-assisted Conversations ScorecardAI-assisted Conversation Scorecards are structured evaluations that are tied to specific conversations which allow managers or reps to score their conversations and see where they need to improve.Who: AI-assisted Conversations Scorecards are configured and managed by Admins or entitled roles.Where: AI-assisted Conversation Scorecards can be configured and managed from the Scorecard admin page.How: Learn how to manage AI-assisted Conversation Score Cards and how to Score a Conversation.Conversation Key MomentsWhat: Salesloft will automatically pinpoint key moments, like objections, competitor mentions, and decision makers,  from conversations so reps and managers can spend less time reviewing recordings and more time focusing on closing deals.Who: Conversation Key Moments is available to all Salesloft users.Where: Conversation Key Moments is enabled by default and can be found on the Recap tab of the Conversation Details page.How: Learn more how to Identify Key Moments in your Conversations.Things to Note:  Key Moments is provided by Salesloft utilizing artificial intelligence models provided by Microsoft Corporation and AWS.Prepare for Meeting: Share Internal Notes PlayThe “Prepare for Meeting: Share Internal Notes” Play is multi-step a Play that prompts the meeting owner to create and share internal notes, and send a meeting reminder email to external attendees.Who: The “Prepare for Meeting: Share Internal Notes Play” is available for all Salesloft users. The Play is enabled by default and the Play can be disabled or edited by Admins by navigating to Team Settings > Plays > Discovery Plays.Where: “Prepare for Meeting: Share Internal Notes” appears inside your Rhythm workflow.How: Learn more in the Prepare for a Meeting Play article.  Auto Person CaptureAuto Person Capture will automatically add and create a Person record for contacts who do not already exist in Salesloft when you send them a Lofted email or invite them to a meeting.Who: Auto Person Capture is available to admins and users with the Create People permission and the Create People While Lofting permission enabled for their role.Where: The Create People and Create People While Lofting permissions can be assigned to a role by navigating to Team Settings > Roles and Permissions. Once the permissions are enabled to a role, Auto Person Capture will begin working for users with that role.How: Learn more about Auto Person Capture.Genesys Dialer IntegrationThe Genesys Dialer integration allows customers with a Genesys license to make and receive calls via Genesys within Salesloft and the Salesloft Chrome extension. Who: The Genesys Dialer Integration is for customers with a Genesys license. Salesloft admins can install and configure the Integration for their team.Where: Once installed the Genesys Dialer will replace the Salesloft Dialer when making calls.How: Learn more about how to Manage the Genesys Dialer Integration.List UnsubscribeList Unsubscribe is a one-click option to unsubscribe from promotional and marketing emails.Who: Admins can enable or disable the List Unsubcribe button for their entire team.Where: The List Unsubscribe button can be enabled and disabled by navigating to team settings. Select Email under the Communication settings. Click the deliverability tab and scroll down to the List Unsubscribe panel.How: Learn how to enable the unsubscribe button for emails.Deals and ForecastOpportunity Splits and Split TypesOpportunity Splits and Split types provide the ability to split attribution to multiple team members for an opportunity.Who: Opportunity Splits are available for teams with access to Deals and are enabled by admins. Once enabled, Opportunity Splits are visible to all Salesloft users. Things to note: Opportunity Splits are managed inside your team’s Salesforce account. Inside Salesforce you will configure, create, and designate the split amounts.Where: Opportunity Splits can be configured by navigating to the Deals tab > Admin settings > General Settings. How: Learn how to enable Opportunity SplitsAuto Buying Group CaptureSalesloft will automatically identify and add the appropriate stakeholders you've engaged with to an opportunity. This release also updated the "Stakeholder panel" to the "Buying Group" panel.Who: Auto Buying Group Capture is available to Salesloft teams with access to Deals.Where: The Buying Group Panel can be found on any individual Deal View Page.How: Learn more about the Deal Buying Group Panel.Platform and CRMNew NavigationMenu items have been moved to the top of the screen and re-organized for a more intuitive experience. Plus, use keyboard shortcuts to search and take quick action.Who: New navigation is available for all users.Where: Menu items can be found at the top of the screen.How: Learn more about Search and Navigation.Unified Opportunity CRM Sync for Essentials CustomersUnidirectional sync for Opportunity records to connect your Opportunities to People/Account records, Salesloft analytics, and automation rules. Automatically map standard Opportunity fields and configure custom fields.Who: Unified Opportunity CRM Sync is available for teams with Team CRM sync enabled for Salesforce, Dynamics, and HubSpot integrations.Where: Opportunity sync settings can be viewed in the Opportunity Field Configuration. How: Unified Opportunities can be viewed from:Opportunities related to a respective People or Accounts inside Salesloft.  Opportunity based analytics  Automation Rules using Opportunity data as criteriaLearn more in the Opportunity Field Configuration article. Salesloft Chrome ExtensionNew Chrome Extension A new, updated version of the Salesloft Chrome extension is now available and must be downloaded to continue accessing Salesloft via extension. The former version of the Chrome Extension is now “SalesLoft Connect - Legacy”.Who: The Salesloft Connect Chrome Extension is available for all Salesloft users to download.Where: Download the updated Salesloft Chrome Extension from the Chrome Webstore.Things to Note: If you have the legacy extension downloaded, remove that extension before downloading the new version. How: Learn more about the Salesloft Chrome Extension.

See what's new in Salesloft!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Deals and Forecast Channels and Conversations Platform and CRM Salesloft Chrome Extension (Early Access)RhythmPlays Dynamic Task AssignmentDynamic Task Assignment offers the ability to assign a task in a play action to a specific owner. Assignment options include Signal Assignment (default option), Salesloft record Owner, and Account User Relationship.Who: This feature is accessible to Salesloft admins and roles with the Plays: Manage permission enabled. Where: Dynamic Task Assignment can be found when setting up a Play. Navigate to Settings > Workflow > Plays.How: Learn how to add the Task Assignment when you Create a Play. Task Expiration for PlaysTasks created from Plays include an expiration date. Plays default to 5 calendar days. This helps to maintain a relevant, timely user experience in the Rhythm Focus Zone.Important: With the release of Task Expiration, any actions created by Plays that are more than 14 days overdue will automatically expire. This release will NOT impact Cadence steps or manually created one-off tasks.Who: All Salesloft Users. Admins and roles with the “Manage Plays” permission enabled can configure task expiration for each Play.Where: Task Expiration is configured when setting up a Play. Navigate to Settings > Plays to review existing Play settings. How: Learn how to update the expiration date when you Create a Play. Edit Play NamesThe ability to customize/edit the name of Plays. This is helpful for teams that wish to rename Plays that use the same Play Framework for different tasks or users. Who: Admins and roles with Manage Plays permission enabled. Where: Play names can be edited when you create a new Play or after a Play is created from your Plays Settings. To make edits navigate to Settings > Plays > My Plays.How: Learn how to rename Plays from Manage Plays. Cadence Focus Zone EnhancementsThis release allows users to adjust their Cadence Focus Zone filter so they can view groups of Cadence steps by Account, Cadence, and timezone, or group by Cadence.Who: All Salesloft Users.Where: The new filters are found in the Cadence Focus Zone located on the Salesloft homepage and the Rhythm Sidebar.How: Learn more about how to apply this filter in Cadence Focus Zone.CadenceBulk Reschedule ActionsThe ability to bulk edit/reschedule task and Cadence steps within Rhythm. This allows users to manage and prioritize the due dates of actions.Who: All Salesloft UsersWhere: You can bulk edit and reschedule task and cadence steps from the Rhythm Focus Zone found on your Salesloft homepage.How: Learn how to reschedule tasks in Tasks in SalesloftDeals and ForecastOverdue Forecast StatusThe Overdue Forecast Status is an icon that indicates when a Forecast is overdue. This will inform users that it’s time to update their Forecast.Who: Users with access to Salesloft Forecast. To access Forecast, users must have the Premier Salesloft plan and have the following permissions enabled for their role: Manage Forecast Submissions and View Forecasting.Where: Overdue Forecast indicators can be viewed in the Hierarchy table, in the expanded opportunities view, and in the Submit Forecast window. How: Learn more in our Overdue Forecast article.   Channels and ConversationsZoom Phone IntegrationThe Zoom Phone Dialer Integration allows you to use your existing Zoom Phone configuration to make and receive calls from inside Salesloft.Who: The Zoom Phone Integration is configured by a Salesloft admin and can be used by the whole team once it has been set up. Where: The Zoom Phone Integration can be configured on the Dialer Settings page. Once connected, users can access the Salesloft Dialer to place calls. How: Connect Your Zoom Phone Account to Salesloft and Manage the Zoom Phone Dialer IntegrationPlatform and CRMCustomize People List CSV Export & Import ImprovementsCustomize People List CSV Export gives users more flexibility to export critical person data from Salesloft. These improvements include:Users can choose which fields they want to export from both standard and custom fields.  The ability to  add/remove/change the order of which the data shows up in the resulting CSV . Filter for specific imports from the source (imported from: CRM, CSV, Manual), user (Imported by), and date (Imported on). Who: All Salesloft UsersWhere: Customize People List CSV Export & Import Improvements can be found by navigating to the People tab > Export. Import Improvements can be found by navigating to the People tab > Create People > Import from CSV. How: Learn more in the following articles: Export People Records to a CSV and View Import HistoryDisplay CRM Org Information and Sandbox BannerThis feature adds the ability to view what CRM Org a team and individual users are connected to. It also adds a banner to indicate if a team/user is connected to a  Salesforce Sandbox Org via our new banner.Who: Display CRM Org information is available for all CRMs. The Sandbox Banner is only available for Salesforce CRM users.Where: The CRM Org Information can be found on the CRM settings page. The Sandbox banner can be found at the top of your Salesloft instance.How: Learn more about this release in the following articles: Salesloft Sandbox Guide, Your Personal Settings - CRM Settings, Manage CRM Sync - Enabling CRM SyncEnhanced Account and Person StagesAccount and Person stages are now managed from the Field Configuration Settings instead of the Stages Settings. This release also automatically creates Person and Account Stages in Salesloft when we receive an unrecognized option from the CRM. Auto-created Stages are added as Inactive Stage values.Who: Managing Stage settings inside Salesloft Field Configuration is available to Salesloft Admins by default and roles with the Manage Field Configuration Permission enabled.Where: Account Stages can be managed inside the Field Configuration settings inside the Account Fields.Person stages can be found in Field Configuration settings inside the Person Fields.How: Learn how to manage and activate stages in Edit Stage Settings.Feature PreviewFeature preview gives you the ability to opt-in or opt-out of new features that have been pushed to your team before they are officially released to all teams.Who: All Salesloft Users.Where: Feature Preview can be enabled by navigating to Settings > Profile settings > Preferences.How: Learn more in Feature Preview.License ManagementLicense Management gives you the ability to edit a single user’s license in the User’s table as well as the ability to bulk update multiple user licenses. The User’s table contains added visibility into license consumption. The Conversations Recording toggle has been split into the Conversations and Create Recordings columns. The Conversation column identifies each user’s Conversation’s access status. The Create Recordings toggle is where admins can enable and disable the ability to create Recordings for Conversations. Who: Salesloft Admins.Where: You can access the User’s table by navigating to Settings > Team > Users.How: Learn more in Manage Users.Salesloft Chrome Extension (Early Access)Inbound Call NotificationsThis feature adds the ability for users to Accept or Reject an inbound call directly from the pop out dialer window without having to interact with Chrome notifications.Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: Open the pop out dialer window to receive an inbound call and see the new buttons.How: Learn more in Salesloft Chrome Extension Overview (Early Access).Moveable Salesloft ButtonThis feature adds the ability for users to change the position of the Salesloft button while viewing content in their extension sidebar. Click, hold and drag the Salesloft button to a new position while in your CRM or Gmail. Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: The extension sidebar is available in Gmail or your preferred CRMHow: Along with the Salesloft extension, A Salesloft-specific button is embedded inside your CRM. This button allows you to leverage Salesloft features, like the side panel with Salesloft Person details, Cadences, and Tasks.This button, represented by the green Salesloft "S," appears in your CRM once the extension has been downloaded. By default, the button is located in the lower right corner of your CRM. You can slide the location of the icon up and down the right side of your CRM page - this is particularly helpful to move around CRM content, scroll bars, and even other extensions. To adjust the location of the Salesloft extension button, click, hold, and drag it where you want it to go.  A movement bar will display on hover to help with discoverability,  but you can click anywhere to get it to move.If the button is moved on tab 1 of a CRM’s page and you open tab 2, the location will be the same.Things to Note: The button will sync across all tabs after the page has been refreshed. The position of the button will be remembered unless a full restart of Chrome occurs.