Monitoring and tracking sales activities is a crucial element of Salesforce’s effectiveness. Fortunately, communications sent in SalesLoft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities. SalesLoft provides fifteen custom activity fields out of the box for deep insights into every activity. Including call duration, call disposition and sentiment, email activity counts, cadence identifiers, and more.
Let SalesLoft do the heavy lifting in Salesforce. Easily apply automation rules to execute any repetitive process that you’d normally have to do manually. Rules can even include multiple actions built on a single set of criteria. This gives admins more control over the flow of data in and out of the system, and also allows admins to use a criteria met by one SDR’s process to be reflected to the entire team, preventing duplicate communications at an Account-Based Sales level.
This is why Sales Operations leaders love SalesLoft. SalesLoft provides a real-time log of all sync activities, status, and outcomes. This sync log details aspects such as fields, records, time, and direction. Sync log provides complete transparency, with the ability to easily retry failed syncs and troubleshoot mapping errors, should they arise. Admins gain valuable insights into what data is being transferred.
Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.
The data syncing between the platforms happens in real-time, so it’s always accurate and up-to-date.
Administrators have the ability to choose which platform takes priority for each data field while syncing.
Map fields from Salesforce to SalesLoft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.”
Your data is serious business. We make protecting it our business. Automated sync should only be done with proper safeguards to prevent scenarios that could lead to data degradation.
SalesLoft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.
When data is missing from one system or the other, you can easily map fields to be synced between platforms for complete data parity.
SalesLoft knows when a lead is converted to a contact, and automatically remaps the appropriate data to that contact.
You are in complete control when it comes to syncing data between SalesLoft and Salesforce. You can choose to sync manually or automatically.
Don’t worry about overwriting data. SalesLoft tracks all updates to and from Salesforce, so you know the who, what, and when of your data.
Manage user roles across both platforms. User account ownership in Salesforce is automatically carried over to SalesLoft.
Administrators have complete control over which fields in both Salesforce and SalesLoft can receive updates during syncing.
SalesLoft syncs at blazing speeds, pushing out updates as they happen and pulling in updates every 1, 5, or 10 minutes.
SalesLoft provides flexible rules and detailed audit logs that let you build intelligent functionality and automation.