This guide will help you install SalesLoft's Salesforce Dashboard & Reports for Salesforce within your Salesforce.com environment to allow for more granular reporting of SalesLoft activities inside of Salesforce.
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. Please note, the dashboard package will create 21 additional fields in your Salesforce instance.
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 Settings page using the dropdown menu by your name, then under the Your Settings section, click on the Downloads menu. Choose either "Install to Production" or "Install to Sandbox," depending on which Salesforce environment you're connecting to your SalesLoft account. See the short video below of where to find these install buttons.
*NOTE: You must be a SalesLoft admin as well as a Salesforce admin (or at least have permissions to create custom fields in Salesforce) to install the dashboard package successfully. And you will also need to be simultaneously logged into both your SalesLoft and Salesforce accounts in the Chrome internet browser.*
If you are not already logged in with your Salesforce username and password (in the Chrome browser), you will be asked if you have a Salesforce username and if you are a Salesforce admin.
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 admin, please contact your company’s Salesforce admin, create a temporary SalesLoft admin account for them, and then ask them to follow these instructions to install the dashboard. You can then deactivate their SalesLoft account once the installation is complete.
On the Package Installation Details page, be sure to select "Install for All Users" to ensure all users have permissions to write to those custom activity fields that will be created by this process. Otherwise, they will get errors notifying of failing Salesforce activities.
Map all the newly installed fields under Settings > Team Settings > Field Configuration > Activity Fields tab. See the video below on how to navigate there.
NOTE: To get the most out of the SalesLoft Salesforce Dashboard, we recommend mapping the below Activity Fields so they'll sync. The fields below in red and underlined are not going to be added by this installation. You will need to manually add "Bounced," "Call Sentiment" and "Call To" as custom activity fields in Salesforce.
"Call Duration" should already exist as an activity field in Salesforce that you can map to. All other fields that were newly added, except "Call Disposition," can be found labeled as "SalesLoft _____." "Call Disposition" will just be labeled as "Call Disposition."
- Cadence External Identifier
- Cadence ID
- Cadence Name
- Call Disposition
- Call Duration
- Call Sentiment
- Call To
- Clicked Count
- Email Template ID
- Email Template Title
- Replies Count
- Step Day
- Step ID
- Step Name
- Step Type
- View Count
For help mapping these fields, please refer here for additional instructions.
Once installed and mapped, log into Salesforce and click on the Dashboards tab. You may need to navigate to the dropdown menu labeled "Find a dashboard..." to select "SalesLoft Dashboard Package." You will need to click on each individual report to customize them based on your company's 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.
If you have any questions or would like help with the installation process, please email Support@SalesLoft.com.