Your SalesLoft Field Configuration allows you to create and manage the data of Person, Account, Activity, and Opportunity fields. These fields contribute to the details related to any SalesLoft record as well as the information that may log and transfer between SalesLoft and your Salesforce account.
If you've taken a look at the Field Configuration tab or a Person or Accounts Details page, you know there are a lot of fields available to you. So you are possibly wondering what do some of these fields mean and, more importantly, which ones do you need to map?
The rule of thumb is to complete your field configuration based on the information and data your team values the most.
However, for those of you who would like a data launching point, we've created this article as your one stop explanation for the SalesLoft fields.
In this article you will learn about the following:
- Recommended Person Fields
- Most Recent Cadence Fields
- Required and Recommended Account Fields
- The Account Tier Field
- Recommended Activity Fields
here are the SalesLoft fields we recommend you map:
- Account CRM ID: Allows SalesLoft to identify which Salesforce accounts match which SalesLoft accounts. This field maps to the “Account ID” field on Contacts only.
- Company Name
- Country: This field contributes to SalesLoft's timezone detection feature. Things to Note: Configure the full country name, rather than the two letter ISO-3116 Country Field.
- Do Not Contact
- Email Address
- First Name
- Last Name
- Owner CRM ID: Allows SalesLoft to identify the Lead, Contact, and Account object owners, based on the Salesforce user matches set under the User Management section.
- This field must be set to use any automation rules associated with owner changes in SalesLoft or Salesforce
- Person Stage
The SalesLoft person fields contain five Cadence specific fields. Mapping these fields allows your team to view SalesLoft Cadence information inside of Salesforce. Based off of this data, managers can use Salesforce to report on the Cadence activities of each team member.
SalesLoft Tip: The most recent Cadence specific field data is not revealed anywhere in SalesLoft.
To map these fields, you or a Salesforce Admin will need to modify or create custom fields in your Salesforce. For example, you may want to create a "Cadence ID" field on the lead record that will map to the Most Recent Cadence - Cadence ID SalesLoft field.
The Cadence fields map to the following field types:
- Most Recent Cadence - Cadence ID: text field
- Most Recent Cadence - Cadence Name: text field
- Most Recent Cadence - Last Completed Step: number field
- Most Recent Cadence - Next Step: number field
- Most Recent Cadence - Next Step Due Date: date field
- Most Recent Cadence - Next Step Name: text field
After your field mapping is complete, these fields will update when:
- A person is added to a Cadence
- A step in a Cadence is completed on a person
Things to Note: These fields will not update when a person is removed from a Cadence.
Now, while person and account fields are very similar, the account fields contain a couple of required fields that need to be mapped.
Company Name & Domain are required fields in SalesLoft. You must map these fields to import Accounts from Salesforce. We recommend that you map the SalesLoft Domain field to the Salesforce Website field.
Outside of the Company Name and Domain, your account field mapping boils down to team preference. Which fields and details matter the most to your team?
To start your account field mapping, here are the fields we recommend for the most basic level of account field mapping:
- Account Stage
- Company Name (required)
- Domain (required)
- Do Not Contact
Account Tiers help segment sales strategies and allow companies to create focus around the most important accounts. Team members who sort their steps by Tier can execute account-based marketing strategies directly from the SalesLoft platform.
As a team admin, you can view and manage the Account Tier values from the Field Configuration tab. The field is listed under the Account Fields tab. Select the field to map and edit the values listed.
By default, SalesLoft offers the following tier values:
- Tier 1
- Tier 2
- Tier 3
Admins can change the Account Tier values by selecting the Edit Mapping from the ellipses icon on the Account Tier row. From the Edit Mapping window, you can:
- Edit an Account Tier Level: Change the name of an existing tier by editing the name in the text box.
- Add an Account Tier Level: Click Add Tier Level. Type in the name of the new tier and hit the enter key on your keyboard.
- Reorder Your Account Tier Levels: Grab the row by selecting the six dots to the right of the priority level name. Then, drag the row up or down.
- Remove an Account Tier Level: To delete a tier level, select the subtraction icon to the left of the priority level's name.
Once your changes have been made, click Save.
To view SalesLoft Activity field information in Salesforce, you must map the appropriate fields to an equivalent Salesforce field. However, Salesforce does not typically contain fields named "Cadence" or "Step ID" or any number of these activity fields in the standard Salesforce instance.
This means you (or more specifically, a Salesforce Admin) will need to create those fields in Salesforce in order to complete the activity field mapping and view all the awesome data that comes along with it.
SalesLoft has helped make this creation process simple by providing the Insight from SalesLoft managed dashboard package. By downloading the package, most of the activity fields will be created in your Salesforce instance for you (how nice is that?).
The Insight dashboard includes the following fields:
|Active Account||Formula (Number)|
|SalesLoft Cadence Name||Text(255)|
|SalesLoft Clicked Count||Number(18, 0)|
|SalesLoft Email Template Title||Text(255)|
|SalesLoft Replies Count||Number(18, 0)|
|SalesLoft Step Day||Number(18, 0)|
|SalesLoft Type||Formula (Text)|
|SalesLoft Unique Click Count||Formula (Number)|
|SalesLoft Unique Reply Count||Formula (Number)|
|SalesLoft Unique View Count||Formula (Number)|
|SalesLoft View Count|
If you do not wish to download or use the dashboard package and would like to custom add activity fields, you may do just that.
Here is a complete list of the SalesLoft Activity Fields and the type of Salesforce field they should be mapped to:
|Activity Field Name||SFDC Field Type||
SalesLoft Field Description
If an email sent to a prospect bounced.
|Cadence External Identifier||Text||
The identifier you can manually assign to a Cadence, and it will remain the same even on copied versions.
The alphanumeric identifier assigned to a Cadence.
The name given to a Cadence.
The disposition that the user logged during the call.
How long the call lasted.
The sentiment that the user logged during the call.
|Call To||Phone Number||
The phone number you made the call to.
How many clicks were received on a URL within an email.
|Email Message ID||String||
The unique string of letters, numbers, and symbols that prevents duplicate email activities in Salesforce
|Email Template ID||Number||
The alphanumeric identifier assigned to an email template.
|Email Template Title||Text||
The name given to a template.
How many replies an email has received.
The day in the Cadence that a step has been set to be run.
The alphanumeric identifier assigned to a step within a Cadence.
The name given to a step.
The type of step (i.e. Email, Phone, or Other).
How many opens/views an email has received.
|Meeting Assigned To||String||
Who the meeting is set with.
Scheduled date of meeting.
Name of meeting.
|Meeting Start time||ISO 8601 time format*||Time when the meeting is set to begin.|
|Meeting Duration||Number||Length of the meeting.|
* ISO 8601 refers to the standard Date/Time notation used across platforms. Mapping to this specific field type allows the time and date to sync properly.