Admin Setup Checklist

Congratulations! You are now the proud Admin of your team’s SalesLoft account. Admins are SalesLoft users that manage the rest of the team. So you get to call the shots on who has which role, dialer accessibility, email settings, cadence creation, automation rule set up, and more.

If you have logged into SalesLoft, you have probably noticed, there are a number of Team Admin settings to pick and choose from. Before you get into the full swing of all things SalesLoft, let’s take a step back and focus on setting up your team’s account. Your setup will include the full configuration that should occur before your users log in.

Things to Note: This guide is a lot like SalesLoft Admins 101. Meaning, some features and tabs are not explained. For a complete look at all things SalesLoft Admin, check out the articles listed in the Admins Category of the Knowledge Base. 

In this article, you will learn the recommended start up steps you should take as a team admin, including:

• Create Groups
• Invite Users
• Create Custom Roles and Permissions
• Set Up Single Sign On
• Manage Payment Settings
• Email Management
• Grant Dialer Access
• Assign Stage Values
• Salesforce Field Configuration
• Integrations

Create Groups

Groups are a collection of SalesLoft users. You can designate groups however you want. If your team is divided by different role functions, name the group after the role. If you separate your team into pods with awesome names like "Ninja Turtle Revivalists," Groups are the perfect way to put that name to use.

We recommended creating groups first so you have your segments defined prior to adding users (or else you'll give yourself an extra step after the fact).

Once groups are created you can assign SalesLoft rules, cadences, and templates to specific groups as well as view group data as a single entity.

To learn more about how groups are created, check out our Manage Group Settings article.

Invite Users

Your users are all of the team members who need access to SalesLoft. So, you are definitely going to want to take the time to send invites to all of the appropriate people.

To learn how to add and invite users to your team, check out our Manage Users article.

Create Custom Roles and Permissions

While all users will access the platform in the same way, every user may not need the same level of access inside of SalesLoft. Some team members, like managers or team leads, may need permission to create and manage users, while you may want to limit the number of features available to newer reps so they can focus on learning their role.

This is where roles and permissions come into play. Roles and Permissions allow you to denote the types of users you have, based on function, and determine the level of SalesLoft access they have based on their role.

To learn how to create roles and permissions, check out our About Roles and Permissions article.

Set Up Single Sign-On

Single Sign-On (SSO) services allow your users to log in to one service in order to sign in to multiple applications.

SalesLoft can be set up and accessed through multiple SSO providers.

To learn more about how to set up Single Sign-On for your team, check out our Manage Single Sign-On article.

Manage Payment Settings

Now that you have the ball rolling a bit, let's be sure you have the business end all squared away. Payment setup and receipt information can all be taken care of from the Payments tab in your settings.

To learn more about payment setup and an overview of pricing information, check out the following articles:

• Manage Payments
• Dialer Pricing Guide

Email Management

The team email settings act as a safety net for your team's email practices. This way we can establish good email habits and bolster your team’s deliverability record from day one.

To learn more about team wide email settings, check out the following articles:

• Set Up a Custom Tracking Domain
• Verify Your Email Deliverability Checklist
• Set an Email Send Limit
• Enable Click Tracking
• Allow Creation of Automated Steps 

Grant Dialer Access

The Dialer acts as your team's call center as well as one of your ultimate coaching tools. So when you set up this dialer for your users, you want to go ahead and enable the elements that will allow you to continually train your team moving forward.

To complete the dialer setup for your team, follow the steps listed in these articles:

• Provision Phone Numbers
• Assign Each User a Provisioned Number
• Establish Recoding Settings
• Enable Live Call Studio
• Manage LocalDial Numbers

Assign Stage Values

When a SalesLoft user wants to update the status of a Person or Account they are working in SalesLoft, they will update the Stage. Stages can apply to a Person, Account, or Opportunity in SalesLoft.

While you can opt to use the "out of box" stage options, it may benefit your team to have your Stages mimic your Salesforce status options or the steps in your sales cycle.

Take the time to assess which Stage names work best for your team and edit the stages. To learn more about how to create and edit Stage names, check out our Edit Stage Settings article.

Salesforce Field Configuration

Okay, you are making your way through this list and doing a great job!

Now, let's move on to the fun (albeit slightly intimidating) piece: the Salesforce configuration.

If you've worked with Salesforce before, you know it's a CRM with a whole lot of power. Since Salesforce holds so much data and SalesLoft is being setup to deliver even more data, it should be no surprise that the setup between SalesLoft and Salesforce involves a few more steps.

The SalesLoft to Salesforce configuration includes field mapping, enabling sync between the two platforms, and setting up your users. It's going to seem like a lot, especially with field mapping, because you will repeat the process for each bit of data you need. (But you can do this!)

We've listed out the each component of your Salesforce configuration in the following articles.

• Map Person Fields
• Add Custom Person Fields
• Map Account Fields
• Install the Insight from SalesLoft Dashboard Package
• Map Activity Fields
• Map Opportunity Fields
• Toggle on Salesforce Connector & Select Main Salesforce Connector Account
• Set User Management

Integrations

Incorporating integrations alongside the SalesLoft platform offers your team an even more robust arsenal of sales tools. Fortunately, SalesLoft has an ever-growing list of integration partners and capabilities that can take your sales enablement the extra mile.

To learn more about SalesLoft's available integrations, check out our A to Z of SalesLoft Integrations article.