About Account Management

If your sales team uses an Account-based model, you know the significance of communicating with prospects across an entire account versus an individual contributor. 

The Account Management tab defines how people and accounts are linked in SalesLoft upon import. Depending on how your account management page is set up, people are linked to preexisting accounts or new accounts are created when 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, select the checkbox labeled Link people to accounts on import? 

SalesLoft looks for criteria in order to match them to the correct account when linking people to accounts upon import. You can rearrange the criteria order to best fit your data. 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 you import people and their account is not already in SalesLoft, you can select the option to create a new account when the person is imported. 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, edit the settings to best fit your needs.

Things to Note: These settings may be locked into place after the initial setup. If you want to edit the fields but are unable to do so, please reach out to your Success manager.  

• 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.