Once you begin completing your activities, you want the assurance that the activity is correctly logged to your CRM. Unfortunately, log errors can still happen due to one reason or another.
The good news is that we provide you with CRM Notifications!
In this article, you will learn how to view and manage
- CRM Notifications - User
- CRM Notifications - Admins
- Alert If Your CRM Is Disconnected
- Failing CRM Activities Actions
- Failing CRM Activities Table Layout
CRM Notifications - User
As an individual user, you need to know whether or not your activities are logging to your CRM so you can be sure that your data is all in sync. SalesLoft provides a notification that will keep you up to date if any activity fails to log to your CRM. Also, this shows your CRM status — whether you are connected or disconnected to your Salesforce instance.
Where is this notification? In the top right corner of your navigation menu, you'll see a lightning bolt icon. When an activity fails to log to your CRM a red notification will appear on the lightning bolt icon, similar to the notifications that appear on your phone. Click the lightning bolt to view the most recent failed activities. These failed activities display an error message, and allow you to retry the failed activity.
To view your failed CRM activity logs, follow these steps:
- Click the lightning bolt icon in the upper right corner.
- A dropdown menu will appear with your most recent CRM activity failures. The failure will include the activity that failed and an error message for why the failure occurred. Use the error message to address the issue. If necessary, escalate the error to your team admin.
- Once the error has been addressed, click Retry to attempt to log the activity again.
If you have many error messages, you can click View All at the bottom of the dropdown menu. This will show all of the failing CRM activities that have occurred.
CRM Notifications - Admins
When your team logs SalesLoft activity to your CRM, each user can track their failed CRM log attempts from the lightning bolt icon or from their CRM Settings page. While it's useful for each user to be aware of any logging failures, most users can't fix the errors that cause a log failure because they don't have Salesforce Admin access.
Which is why SalesLoft admins can view the failing Salesforce activities of your entire team. Think of this like a safety net for you to catch a logging failure and fix the error, where a failed log may otherwise go unnoticed (and harm your data).
Admins can see recent failing SFDC activities for the entire team from the lightning bolt icon, aka the New Salesforce Notifications on the nav bar. There will be a notification badge on the lightning bolt icon whenever any user's activity fails to log in Salesforce.
Alert If Your CRM Is Disconnected
If your CRM disconnects from SalesLoft, your activity will not be able to log. This can cause a backup of errors that will need to be addressed and could potential slow down your work flow.
The CRM Connection Lost banner notifies you if your CRM ever loses connection from SalesLoft. The banner will appear as a red bar across the top of your SalesLoft window, directly beneath the top navigation bar.
Things to Note: Th CRM Connection Lost banner is visible for both Salesforce CRM and Dynamics CRM customers.
There are two types of CRM Connection Lost Banners. The banner you see will depend on whether you are SalesLoft user or the Main CRM Connector.
SalesLoft User CRM Connection Lost Banner
If you are an SalesLoft users and your CRM Connection is Disabled or in a Bad State, you will see a Global Alert Banner letting you know you need to resolve this issue immediately.
A button towards the right side of the banner will direct you to your Person CRM Connection's page.
Main CRM Account Connection Lost Banner
When the Main CRM Connector is Disabled or in a Bad State, every admin for that SalesLoft instance will see a Global Alert Banner letting them know they need to resolve this issue immediately. Since the loss of connection for the Main CRM completely halts CRM sync for your team, all team admins will also be alerted of the lost connection with the global alert banner and receive an email notification.
A button towards the right side of the banner will direct you to your CRM Sync Settings page. Here, the Main Connector or any team admin can Manage your CRM Settings and resolve the issue.
Failing CRM Activities Actions
The Failing CRM Activities page shows any activity logs that have failed to push to your CRM. Now, these logs are still kept in SalesLoft, but something in your CRM (like an unmapped field or field restriction), is keeping SalesLoft from completing the log.
You can access the Failing CRM Activities page for one of the following locations:
- Click the lightning bolt icon in the upper left corner of the navigation bar.
- From you Personal CRM Settings, click the View Failing Settings option.
On the Failing CRM Activities page, you will see a table with all of the failed activities listed. The data shown on the page will differ based on your roles and permissions. For example team admins and user's with the Manage CRM Logs permission with see logs for the entire team. Standard users will only see logs that you have attempted.
From the Failing CRM Activities page, you may perform the following actions:
In the upper right corner of the Failing CRM Activities page, you will see the refresh button. Click refresh any time you want to refresh the table of activities. This could should new activities.
Filter and Soft
The filter and sort options allow you to simplify the list of failed activities. You may want to filter by a specific user or sort your list so that you can zero in on a specific type of error that must be addresses.
Use the Filter & Sort button to filter by the failed activities of:
- A specific team member
- Your entire team
- Just your own
You may also sort the list by:
- The user's last name
- The SalesLoft Person's last name, and who the record will log to in Salesforce
- The subject of the Salesforce activity. Subjects will be based on the activity that is completed and include the following items:
- Hot lead
- LinkedIn Sales Navigator
- Meeting booked
- Text message
- Sent email
- Error Reason: This is the error message causing the activity to fail. For additional help correcting the failed activity and the error, check out the Salesforce Troubleshooting Guide.
Retry All Team (Past Month)
Allows you to attempt to sync all failing activities from the past month. When activities fail, a team admin may need to go into your CRM and address the error causing the failure. Once that adjustment has been made, click Retry to attempt the log to your CRM.
Failing CRM Activities Table Layout
Below the actions on the Failing CRM Activities page, you will see the table layout. This shows the available information related to the failed activities. The table includes the following columns:
- Error Reason