This guide will help you install SalesLoft's Salesforce Dashboard & Reports for Salesforce within your Salesforce.com environment. You can choose to install in your Sandbox or Production environment, and you can provide access to all users, specific user profiles, or admins only. If you have any questions or would like help with the installation process, please email Support@SalesLoft.com
Let's get started:
Head to your SalesLoft Analytics page using the navigation bar. The link will be at the top of the page. It will look like this:
*Only available if you are a SalesLoft Admin
If you are not already logged in with your Salesforce username and password, you will be asked if you have a Salesforce username and if you are a Salesforce administrator. You can also choose to install this Dashboard for Salesforce in the Sandbox or the live Production environment. Then, click the link provided in the app.
Select the environment where you want to install the app and click Continue. If you are not a Salesforce Administrator, please contact your company’s administrator and ask them to follow these instructions to install the SalesLoft Dashboard for Salesforce
On the confirm installation page, read and agree to the terms & conditions, and then click Install.
If you haven’t already, enter your Salesforce username and password. Again, if you are not a Salesforce Administrator, please contact your company’s administrator and ask them to follow these instructions to install the SalesLoft Dashboard for Salesforce.
On the Package Installation Details page, Choose the Security Level appropriate for your company and click Install.
Please note that we recommend that you select Install for All users.
Once installed, log into Salesforce and click on the Dashboards tab. You can click on each individual report and customize based on your company needs. For example, your company may have a Sales and SDR team. You may want to duplicate the dashboard and filter to show only the Sales or SDR team.
To get the most out of the SalesLoft Salesforce Dashboard, we recommend syncing the following Activity fields:
- Cadence ID
- Cadence Name
- Step Name
- Step ID
- Step Type
- Step Day
- Call Disposition
- Call Sentiment
- Call Duration
- Email Template ID
- Email Template Title
- View Count
- Click Count
- Reply Count
For help mapping these fields, please refer here for additional instructions.