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31 Topics
R
Champion
RenskeChampion
asked in 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.

221
SWaldman
Discussions Moderator
D
Champion
drew.moldenhauer15Champion
asked in Platform & CRM
Account Mapping To CRM- Company ID

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

231
Salesloft_Rob
Discussions Moderator
brianolis
Champion
brianolisChampion
asked in Analytics
Account types

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

553
brianolis
Champion
J
Champion
JonHayesChampion
asked in Integrations
Salesloft/Paperflite Integration

Our company uses Paperflite to organize and share relevant content with prospects and customers. I’d like to build in Paperflite content and tracking links into Team Cadences that the sales team are using. If I use Paperflite-generated links in team cadences, will the sales team member who are using the cadences receive analytics on the Paperflite content they’re sharing?For those who are familiar with Paperflite -- you know that when you generate a link for content, it can give you analytics into when recipients have clicked on or engaged with linked assets.

601
BrynjaHill
Community Manager
L
Champion
LanaWedeChampion
asked in Manage Data
Request to Enable Account Detail Editing in People View

Hello Everybody,Salesloft currently does not permit editing Account Details while in the Prospect (People) view. This limitation is particularly challenging during mass calling when we need to quickly add or update account-level information. Would it be possible for the Product team to adjust these settings?Many thanks,Lana

931
BrynjaHill
Community Manager
O
Champion
OliviaRundioChampion
asked in Conversations
Issues with Zoom Meeting Recordings

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

551
Alice Bedford
Discussions Moderator
eddie.sempek
Champion
eddie.sempekChampion
asked in Manage Data
How to remove internal meetings from meetings attended metric

I’m running into an issue where the meetings attended metric is including internal meetings the BDR is attending. I know conversations can exclude recording meetings that only include internal domains, I’m wondering if there’s a way to do something similar and remove internal meetings from showing up in the meetings attended metric. Any thoughts on how to solve this? Should I be looking at another metric like meetings booked?

1509
M
Champion
eddie.sempek
Champion
eddie.sempekChampion
asked in Cadence
Multi-Threading Best Practices

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

963
SheenaJohnson
Discussions Moderator
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? 

481
Salesloft_Rob
Discussions Moderator
T
Champion
TanyaFChampion
asked in Rhythm
Managing teams' workload

How do managers/admins quickly view their teams daily workload or have visibility into the teams' rhythm activity? Our manager is looking for a way to have visibility into her teams' daily outreach activity. In our current system we have a way to view this but have not been able to find a way to view daily outreach activity without 'acting on behalf' of a user and looking at individual rhythms. We learned that SL does not have a direct feature to view what is specifically due for users in terms of daily outreach activity but that there is a “scheduled actions” report in Coaching and I will check this out. We would love to learn how other managers and leads are reviewing daily outreach activity for teams. This is useful for several reasons and one is understanding how available or not team members are based on daily outreach activity workload.

901
Alice Bedford
Discussions Moderator
M
Champion
Monique BeaudouinChampion
asked in Configure Salesloft
Best Group management practices?

Hi fellow Lofters!  Looking for some insight from fellow Salesloft admins re: Group management.  How are you successfully keeping Groups accurately and up to date without adding a ton of manual work to your plate?

462
SWaldman
Discussions Moderator
P
Champion
PaulGilbertChampion
asked in Cadence
To link or not link that is the question

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

802
P
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EstherBex
Champion
EstherBexChampion
asked in Drift
Can you filter by region in Drift?

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

561
SheenaJohnson
Discussions Moderator
S
Champion
silveroliveChampion
asked in Analytics
Analytics

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

671
SWaldman
Discussions Moderator
remyers
Champion
remyersChampion
asked in Create Automation
Favorite Campaign Automations

Hi team! I work in athletics and sell 12 different sports, which leads to using a lot of candences. I’m curious about people's favorite automation rules they have in their one-off cadences With all the different leads and sports we also have the ability to lose leads once they leave the cadence. I’m also interested in hearing about people's favorite automation rules and how it has helped them to move people from cadence to cadence to keep in contact with people. Automations have been a life saver for me with disposition and sentiment, but that is the real extent that I have used them thus far.  Thanks!

1895
SWaldman
Discussions Moderator
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?

1481
BrynjaHill
Community Manager
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

662
K
Lofter
S
Champion
silveroliveChampion
asked in Cadence
Using a single cadence to reach to both registered v. attendees in a webinar follow-up cadence?

Has anyone implemented a single team cadence for a post-webinar follow up for both registered and actual attendees? We’d like to provide different messaging to each group on the first step. I was looking at leaving the email step blank and offering two templates for our reps to insert, depending on the lead. Any other ideas?

521
SWaldman
Discussions Moderator
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?  

792
B
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L
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LaurenHChampion
asked in Drift
Will articles from community.drift.com migrate over to champions.salesloft.com? 

Will the articles from community.drift.com migrate over to this hub? A coworker wanted to share a discussion post with me related to "IntegrationRequest failed and no fallback available" failures in Drift that she found last week, but I get redirected to the Champions Hub homepage when I click the link and nothing pops up when I search "IntegrationRequest”. I’m not in desperate need of the info in the discussion, but it did bring up this point that I’m curious about. 

3224
A
Champion
danielleb
Champion
daniellebChampion
asked in Analytics
Activity Tracking for Email Replies

Activity Tracking for Replies: When we respond to a prospect’s email, it doesn't register as an email activity in the tracking dashboard. Could you clarify why this is happening?

781
Salesloft_Rob
Discussions Moderator
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

3825
K
Lofter
K
Champion
KoletsbChampion
asked in Cadence
Cadence Ideas for selling through a Broker (Third Party Gatekeeper)

I’d love to hear some best practices on handling a sales cadence that may not involve the end customer until later in the sales funnel

801
SheenaJohnson
Discussions Moderator
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.

1021
SWaldman
Discussions Moderator
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.

2014
M
Champion
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