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
Salesforce Admins
Microsoft Dynamics 365
CRM Field Mapping
- Recommended Salesforce Fields
- Auto-Map Standard Salesforce Fields
- Field Configuration Overview
- Person Field Configuration
- Account Field Configuration
- Activity Field Configuration