Activity Field Configuration

Any activities logged in SalesLoft, whether they are sent emails, logged phone calls, or other steps, can also be logged in Salesforce and associated with a Lead, Contact, Account, or Opportunity activity history.

When activities are logged, the type of activity, subject field, and description will be filled out by default. SalesLoft activity field configuration allows you to log even more information into Salesforce. 

Once your fields are mapped, you can leverage the SalesLoft activities that have been logged to Salesforce to create additional Salesforce reports and dashboards, similar to the Insight from SalesLoft dashboard package, to simplify your reporting.

Activity fields are divided into two types: default fields and additional fields.

In this article, we will go over activity field configuration, including: 

• List of Default Activity Fields
• Create Activity Fields with Insight from SalesLoft
• Mapping Default Activity Fields
• Additional Activity Fields

List of Default Activity Fields 

You must map activity fields to an equivalent Salesforce field in order to view SalesLoft activity field information in Salesforce. 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.

Things to Note: All users who will log activities in SalesLoft must have Read/Write access to all Salesforce Activity fields that are mapped from SalesLoft to Salesforce.

Here is a complete list of the SalesLoft Default Activity Fields and the type of Salesforce field they should be mapped to:

° Denotes a default Salesforce activity field. This means the field does not have to be custom created.

*  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.

Create Activity Fields with Insight from SalesLoft

SalesLoft has made the Salesforce activity field 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?).

Things to Note: While the Insight for SalesLoft dashboard package creates the activity fields in Salesforce, it is your team's responsibility to complete the field mapping process after the fields are created. 

The Insight dashboard includes the following fields: 

If you do not wish to download or use the dashboard package and would like to manually create the custom activity fields in Salesforce, you may do just that.

Mapping Default Activity Fields

Default activity fields are readily available in SalesLoft. This means you can map the fields directly to their equivalent Salesforce activity field.

Things to Note: While default fields show on the SalesLoft side, some of them may not be in your Salesforce account. Create custom Salesforce fields in order to map the activity fields, OR download our Insight from SalesLoft dashboard package, which will create the Salesforce activity fields.

To map default activity fields, follow these steps:

1. Navigate to the Activity Fields tab by accessing your Team Settings, selecting Field Configuration, and clicking the Activity Fields tab.
2. Find the SalesLoft field you would like to map and select the ellipses on the same line.
3. Click Edit Mapping.
4. Use the Salesforce Field Name dropdown picklist and chose the appropriate Salesforce field.
5. Click Save.

Additional Activity Fields

If your team uses specific activity fields that need to be logged, you can add those fields in your Additional Fields section.

Additional fields can be set as a default option so all your SalesLoft activity is logged the same. Or you can set the field so you can edit the information when your users log a call.

To add an additional field for your activity logging, follow the instructions below:

1. Navigate to the Activity Fields tab by accessing your Team Settings, selecting Field Configuration, and clicking the Activity Fields tab.
2. Scroll to the bottom of the page and click New Additional Field.
3. From the picklist, select the Salesforce Field Name the field will map to.
4. Check the box for the type of activity you would like to log the field for:
   • Emails: Email logs will require a set value. For the Email activity, you must set a value to log in the field information using the following checkbox: 
     
     • Always set value to: Sets a fixed value for all emails logged.
       
• Calls: You have two options for call logs. From the Calls activity, you have the following additional options: 
  • Field is editable when logging: Selecting this box will add a field to the call log box when your users make their calls. They can update the field when their calls are logged.
  • Always set value to: Sets a fixed value for call logs.
• Both: Check both boxes to log the field to each activity.
5. Hit Save.