CRM

Salesforce User Guides

• Getting Started with Salesforce User Guide
• Imports from Salesforce
• Understanding SalesLoft and Salesforce Ownership
• Salesforce Activity Logging
• CRM Record Selection
• Salesforce FAQ

Salesforce Admins

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

Insight from SalesLoft

• Insight from SalesLoft
• How to Install Insight from SalesLoft
• Insight from SalesLoft Troubleshooting

Salesforce Field Mapping

• Salesforce Field Configuration Overview
• Person Field Configuration
• Account Field Configuration
• Activity Field Configuration
• Opportunity Field Configuration

Advanced Salesforce Configuration

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