About Account Management

Modern sellers working with an Account-based model know the significance of communicating across an entire company versus an individual contributor. So when you are importing people into SalesLoft, it’s equally important for that account information to align.  

The correct Account Management setup will keep your Account-based methods running smoothly. We have the ability to link people to preexisting accounts as well as creating new accounts when necessary whenever you import people into SalesLoft.  

SalesLoft will set defaults for account management, but you can edit them to best fit your account needs based on the data requirements of your team.

In this article, you will learn how to manage your account management settings, including: 

• Link People to Accounts on Import
• Create a New Account Upon Import
• Edit Account Management Settings

Link People To Accounts on Import

To link people to existing accounts in SalesLoft, be sure the checkbox labeled Link people to accounts on import? has been selected.

When linking people to accounts upon import, SalesLoft looks for different criteria in order to match them to the correct account. We recommend setting up the criteria in this order: 

1. Company Name
2. Company Website
3. Email Domain

Things to Note: Once SFDC Connector is turned on you will add Salesforce Account ID to the top of this list.

Create a New Account Upon Import

If none of the above criteria matches an account that already exists in SalesLoft when trying to link the people to an account, you can select the option to create a new account. To create a new account, select the checkbox for If an existing account is not found, I want to create a new account.  

When creating an account, two fields must exist: Company Name and Website. If these elements cannot be found, SalesLoft will not create an account. 

SalesLoft will search for these elements by looking for certain criteria.

Map Account Name To:

When populating the Account Name, SalesLoft will look at the following criteria. We recommend this order:  

1. Company Name
2. Company Website

Map Account Domain To:

When populating the Website, SalesLoft will look as these criteria (again we recommend this order):

1. Company Website
2. Personal Email domain

Edit Account Management Settings

While we recommend the default options for your account management settings, certain field options may not pertain to your team. In those instances, you can edit the settings to best fit your needs.  

• Delete any unnecessary fields by selecting Remove next to the field option.
• If there are alternative or unused field options, you can select them by clicking + Add Fallback at the bottom of the list.