how do i add salesloft to salesforce

Importing From a List or Campaign

1. From your Salesforce account, navigate to the Leads, Contacts, Account s tabs or select an individual Campaign (depending on which list you want to import into Salesloft). ...
2. Find the View pick list to select a previously created list and select Go or Create a New View.
3. Click the Import to Salesloft button.

Full Answer

How do I import from Salesforce into SalesLoft?

To import from Salesforce into Salesloft, you will need to Download the Salesloft Chrome Extension. The Salesloft extension will create Salesloft specific buttons in your Salesforce instance including the ability to import, view Salesloft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features.

How do I use connect for Salesforce with SalesLoft?

There are many Salesloft actions you can take on Lead and Contact records using Connect for Salesforce, but that’s really only the basic features available to you. The Connect for Salesforce side panel opens more of Salesloft’s core functionality within Salesforce, like viewing Salesloft Person info and running Cadences.

What can I do with the SalesLoft extension?

The Salesloft extension will create Salesloft specific buttons in your Salesforce instance including the ability to import, view Salesloft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features. Things to Note: The Import into Salesloft button will not appear if Salesforce is in accessibility mode.

How do I map fields from Salesforce to SalesLoft?

Map fields from Salesforce to Salesloft. Set logic rules, like “Map to Contact first, then try Lead” or “Contact only” or “Lead only.” Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.

How do I map a field from Salesloft to Salesforce?

Set up your Personal CRM connection. Connect Salesloft to your Salesforce Main Connector account or a Salesforce Sandbox. Set your field level security in Salesforce. Back in Salesloft, go to the Field Configuration Page to see your Auto-Mapped Standard Fields and verify the mapping is exactly how you want it to be.

How do I import leads from Salesloft to Salesforce?

The Salesforce import takes place within your Salesforce instance. When you Download the Salesloft Chrome Extension, the extension adds import buttons to Salesforce. Click the import button from the individual or list view of Leads, Contacts, Accounts, Campaigns, or Reports.

How often does Salesloft sync with Salesforce?

Our default sync time is set to check every 10 minutes. The Sync Frequency panel will show the frequencies that have been set for your team.

Can you use Salesloft without Salesforce?

Connecting to your CRM is not required with Salesloft. If you do not have Salesforce or another CRM to connect to, you will not lose any Salesloft application functionality (saving and sharing templates, email intelligence, in-app dialer, etc.).

Why is Salesloft not showing up in Salesforce?

Things to Note: The Import into Salesloft button will not appear if Salesforce is in accessibility mode. Temporarily disable accessibility mode to use this functionality. Once the extension has been downloaded, you may import records from your Salesforce account.

How do I import leads into Salesforce?

How to Import Leads in SalesforceClick the Leads tab.Scroll down the page to the Tools panel.Click the Import Leads link.Click the Launch Wizard! ... Click Leads.Click Add new records.Specify any additional information, such as a lead source or assignment rule.More items...

How do I set up Salesloft?

Before you can fully engage your customers, you need to properly set up your Salesloft account....Use the checklist below to track your progress!Accept Your Invite to Salesloft.Install the Google Chrome Extension.Connect Your Email Account.Connect to Your CRM.Set Up Your Email Signature.Complete Your User Setup.

How do I install Salesloft?

Go to Your Personal Settings in Salesloft by clicking your name in the upper right corner and selecting Settings from the menu. Once you've accessed the Settings page, go to the Downloads tab. There you will see the option for the Salesloft Chrome Extension. Click Install Chrome Extension.

How much is Salesloft a month?

SalesLoft's pricing varies from $75 for the group version to $125/mo per user for the enterprise edition and has a minimum of 3 users. Some versions are email only, some include calling capabilities.

Is Salesloft better than Salesforce?

Reviewers also preferred doing business with Salesloft overall. Reviewers felt that Salesloft meets the needs of their business better than Salesforce Sales Cloud.

How much is Salesloft per year?

How Much Does Salesloft Cost? There's an annual contract, one Salesloft license per user, per year is $2K. $125 to $165 per user, per month, depending on the package. Only prospecting capabilities is on the lower end of the range.

Can you use Salesloft as a CRM?

For complete transparency, Salesloft Enterprise offers robust CRM integration. Log, track, and access accurate customer data at every deal stage. Build a real-time sync log to know your sales funnel from top to bottom.

How does Salesloft integrate with Salesforce?

Connect for Salesforce Admin Setup. The Connect for Salesforce feature is enabled by default for all Salesloft users. ... Install Connect for Salesforce. ... Salesloft Imports from Salesforce. ... Connect for Salesforce Side Panel. ... Click to Call in Salesforce. ... Loft an Email in Salesforce. ... Insert Meeting Availability in Salesforce.

How do I export from Salesloft?

The export will provide you complete reports with your Salesloft data....Export AnalyticsFrom the side nav, click the Analytics icon.Set the parameters for the reports you want to export, such as the date range and the group or individual team member.Click the Export button.Confirm you want to export your reports.More items...•

How do you export people from Salesloft?

To export People, follow these steps: From the People page, Filter and sort your list. Click Export in the right corner of the page. An Export People popup will appear asking if you want to export based on the current filter.

How do I import leads into Salesforce using data loader?

Import Contacts and Leads as campaign members using Data LoaderClick Insert then login using your Salesforce credentials.Select Show all Salesforce objects.Select Campaign Member(CampaignMember).Click Browse... then look for your . ... Click Next>.Click Create or Edit Map.More items...

Your Data Your Way

Insight from Salesloft combines Salesloft and Salesforce data to achieve a powerful analytics package, giving leaders instant visibility into performance. The end result is a holistic view of Salesloft and its impact on the organization.

Salesforce Sync Keeps Both Platforms Up-to-Date, in Real-Time

Easily customizable data sync keeps lead records and activity data updated and accurate, automatically.

Safeguarding Your Data

Salesloft enables an account-based approach by maintaining all account fields (standard and non-standard) and their related contacts from Salesforce.

Importing an Individual Lead, Contact, or Account

Navigate to the lead or contact record you want to import into Salesloft.

Importing From a Report

In order to import a Salesforce report, the report must be a Leads report or a Contacts & Accounts report. Both of these are standard Salesforce reports. The import maximum is 2,000 people at a time.

Custom Import Button

The Salesloft extension pulls all of the leads or contacts from a list when you click the import button. If you would like to pick and choose or select specific leads or contacts from a list view to import, you can do so by installing our Custom Import Button.

Completing Your Salesforce Import

After you select your lead, contact, list, campaign or report to import, you will be taken to the Complete Your Import screen in Salesloft. Here, you can add your imports directly into a cadence or simply import them to your database for a later date.

About Salesloft (Salesforce)

You’ve been using Salesloft to land more and more conversations with high-value prospects and decision makers. Where do you go from here? How do you take things to the next level?

Here are some of the benefits

Seamless integration – Gong imports, transcribes, and analyzes your SalesLoft call recordings with machine learning to help you understand what’s working and what’s not

Speaker Separation Type: Mono Vs. Stereo Recording

When Gong analyzes phone calls imported from modern PBX systems, audio is provided to Gong in two channels: one channel includes the recorded Gong user, and the other channel includes the customer. In addition, Gong knows which extension (or, in the more general case, which recorded Gong user) the call is associated with.

How do we connect?

Follow these steps to ensure that your SalesLoft is set up to properly work with Gong. Because Salesloft utilizes Gong's integration with Salesforce, you need to make sure you're synced correctly with Salesforce as well.