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  1. SalesLoft Knowledge Base
  2. CRM

CRM

Connect to your CRM and sync your SalesLoft data.

Salesforce User Guides

  • CRM Notifications and Failed Activities
  • Getting Started with Salesforce User Guide
  • Imports from Salesforce
  • Understanding SalesLoft and Salesforce Ownership
  • Salesforce Activity Logging
  • CRM Record Selection
See all 7 articles

Salesforce Admins

  • Manage Team Salesforce Settings
  • CRM Mirroring: Recognize Salesforce Merges and Deletions
  • CRM Sandbox Guide
  • Manage Salesforce Sync
  • SalesLoft API Limits
  • Salesforce Troubleshooting Guide

Microsoft Dynamics 365

  • Recommended Dynamics Fields
  • Auto-Map Standard Dynamics Fields
  • Dynamics User Guide
  • Dynamics Admin Guide

CRM Field Mapping

  • Recommended Salesforce Fields
  • Auto-Map Standard Salesforce Fields
  • Field Configuration Overview
  • Person Field Configuration
  • Account Field Configuration
  • Activity Field Configuration
See all 7 articles

Insight from SalesLoft

  • Insight from SalesLoft
  • How to Update Salesforce Dashboards
  • How to Install Insight from SalesLoft
  • Insight from SalesLoft Troubleshooting

Advanced Salesforce Configuration

  • Custom Import Buttons in Salesforce
  • Salesforce Person Account with SalesLoft
  • Salesforce (Former) Activity Dashboard Package

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