Salesforce Lightning Integration

Follow

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 Cadence Chrome extension

Leads List View: 

Contacts List View: 

 

Individual Lead record: 

 

Individual Contact record: 

 

Campaign

 Click to Call: 

 

Happy Lofting!

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk