Salesforce has become a primary hub for most companies’ customer management needs.
But, let’s be honest, the amount of data Salesforce provides can be a bit overwhelming to the average user. In order to maintain the most accurate and up-to-date information, you could find yourself spending a portion of your day updating fields and logging completed tasks.
SalesLoft makes managing Salesforce a whole lot easier. By connecting your SalesLoft and Salesforce accounts you can import leads or contacts and run your activities from the engagement platform that will take care of the logging for you. This way all of your data stays up-to-date and you spend a fraction of the time keeping up with your Salesforce account.
In this article, we will break down the SalesLoft and Salesforce integration, including:
- Connecting To Your Salesforce Account
- Importing from Salesforce
- Salesforce Logs
- Salesforce Lightning Integration
Before you can take advantage of SalesLoft's Salesforce integration, you must connect your Salesforce account to your SalesLoft account.
To connect to your Salesforce account, follow these steps:
- Click the drop-down menu under your name and select Settings. Then select CRM.
- Click Link to Salesforce.
- You will be directed to your Salesforce login page. Login to connect your SalesLoft account to Salesforce.
In order to complete activities through SalesLoft, your Salesforce records must be imported into SalesLoft. Once this import is complete, the Salesforce records become SalesLoft People and Accounts that you can add to Cadences and perform a series of actions towards.
SalesLoft has multiple ways to bring Lead, Contact, and Account records from Salesforce directly into SalesLoft like importing an individual record or a complete listview.
To learn more about the different Salesforce to SalesLoft imports and how to complete those actions, check out our Imports from Salesforce article.
Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft it), log a phone call with the dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
All activity will be logged on the Lead or Contact level. If a Contact is associated with a Salesforce Account, the activity will log under the Account’s activity history as well.
So there you go, all of your activity logged simply by completing your task. But what is it going to look like in your Salesforce instance? Each activity type will log the same standard information by default. To include further activity data and information, ask your SalesLoft Admin about mapping activity information from the Salesforce Field Configuration.
Salesforce Email Logs
After an email is sent from SalesLoft or sent from Gmail or Outlook using the Loft It button, the log will appear under the activity history of the lead or contact and the account.
Email logs will be recorded with the subject line "Email: (Subject line of the email).
When you enter the activity details, you will find the body of your email message in the Comments. Other activity related data will be filled out according to your Activity Field Mapping settings.
Salesforce Call Logs
Calls that are logged from the dialer will appear under the activity history of the lead or contact and the account.
Call logs will be recorded with the subject line "Call: (Call Disposition):(Call Sentiment)."
When you enter the activity details, you will find any notes that were logged from the call in the Comments. Other activity related data will be filled out according to your Activity Field Mapping settings.
Salesforce Other Step Logs
Other steps are logged under the activity history along with your emails and calls any time an other step is logged from a cadence. Things to Note: Other steps that are Complete Only will not be logged.
Other steps will be logged as "Other: (Step Name)."
Any notes logged in the other step log box will appear in the comments in the activity details.
SalesLoft Note Logs in Salesforce
SalesLoft allows you to log single notes on a person or account record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object.
Notes will be logged with the subject line "Note" and note details will appear in the Comments in the activity details.
Whether your team is using Salesforce Classic or Lightning, SalesLoft provides seamless integration when importing leads and contacts List Views, individual lead and contact records, campaigns, as well as Click to Call functionality.
Additional setup is not required within the application, but please make sure you have the most up to date version of the SalesLoft Chrome extension.
Leads List View:
Contacts List View:
Individual Lead record:
Individual Contact record:
Click to Call: