Product Q&A

HI! So my team is trying to set an automation rule based on opportunity stages. The problem we are encountering is that our company offers different products and we want to trigger this automation rule based on a a specific product. I looked at the dropdown options for the opportunity triggers and they are very limited. Is it possible to add custom opportunity field triggers into that dropdown? For example: Opportunity Stage changes to Closed won AND Opportunity Product = X?  

We have a situation that is causing issues with CRM sync activity. We are running into contacts who have multiple email addresses. We currently have two email fields on the Salesforce contact, the default and a secondary. I can’t find documentation from Salesloft on how to sync activity using either of those email fields. While not ideal, it’s causing many sync issues, and I’d like to help the team with this issue. Does anyone have best practices for managing CRM activity sync for people with multiple email addresses?

Hi everyone, My organization uses a Content Committee made up of Sales Enablement and a group of high-performing sales reps to create and manage cadences.Currently, individual reps are not permitted to create their own cadences. However, because our sales team operates across multiple regions globally, I'm curious whether this is the best approach. Different territories often require unique messaging and outreach strategies.For organizations that allow Personal Cadences:What are the primary use cases? Under what circumstances is it beneficial to enable reps to create their own cadences? At what point does it make more sense to allow Personal Cadences rather than relying exclusively on team-wide cadences managed by a Content Committee?I'd love to hear how others have approached this.

I am a new Salesloft admin and I am trying to understand the difference between e-mail Global Opt-Out Links and the List-Unsubscribe Setting (screenshot below).When it mentions “in addition to golbal opt-out link” what does that look like in practice? Do emails have two unsubscribe options? 

Has a way been developed to to tally current, outstanding over due tasks by rep?

Hi all, looking for a best practice to see a report on overdue steps for my team. So not the % of steps which have been overdue but the actual open step. We don’t use Salesforce.

In the cadences i run, 2,3 or 5 step/email cadences - i always thread all follow ups or steps under the subject/thread of the first email.I would like to know if people/users have received better responses with new subject lines for the follow up emails instead of threading them. For example - i could be talking about a suite of products under one umbrella offering but then choose to have different subjects per new product follow up. or new subject for each new use-case follow up

I’ve been focusing on supporting sales managers to use Salesloft to revolutionize their pipeline calls. However, this is a new tool. The sales team recently went through MEDDIC training and I’m curious if anyone has ideas on how I can bridge the gap to better help the team. They keep their pipeline calls private, so I run independent training with the sales managers. 

Hi all, my name is [removed by moderator] and I’m coming over from Crown Castle. I’m remote based out of [removed by moderator] . I’ve worked with Zayo in the passed as a partner selling to the US Census Bureau. I know some of the folks in the Zayo Federal team and looking forward to working with them again. I have a dog name TIto and he is the best. My passion is golf and I happen to live in an area where there is golf everywhere. I’m grateful to be part of this team.

I’ve been trying to create a type of round robin automated greeting for each of my contacts I am emailing on cadences, but I have not been able to make it work with the suggested Dynamic Fields {first.name] + Snippets. Could you please help me with this. Examples of a greeting + snippet:  1- Dear Scott, I’m reaching out with great respect for your time and focus.2- Hello Michael, trust this message finds you well.3-  Andres, this seemed like the perfect bridge to finally tell you that you've been on my thoughts. Your suggestion will be greatly appreciated.Cory

How many people can I BCC on one email?

Hi, as contacts are owned by several persons of the account team in D365 we have no option to automate the contact ownership in SL. Is there any way with a play that we can update the contact owner to the account owner or any other suggestions  .. I get stuck at this point Would love to see an option to update to current account owner. 

All my emails are bouncing and I’m not seeing any of my emails being sent in my outlook.

I have a few cadences where I want to A/B test the subject line in the first email. I then have 3 additional emails but when I choose ‘thread’ it only gives the option for ‘A’ in the previous email and not B. What happens when I launch the cadence? Will everyone getting the additional emails get threaded to the A option only (even if they receive the B option for the first email)? TIA!

Good morning I don’t see the ai library feature in my salesloft or my settings option within my cadence, I’ve been an sdr for a month so salesloft is quite new to me . thanks for your help  

Below is the definition of opens on this page https://help.salesloft.com/s/article/Salesloft-Analytics-FAQ?language=en_US#How_much_detail_can_I_see_in_Analytics. A few questions: Does this mean that if an email is sent to two email addresses at the same domain, and both email addresses open the email, only open is counted? ‘The number does not display the number of opens for a single email.’ I’m not following. What does this mean? What does Email Opens include?Email opens in analytics counts how the number of emails that have been opened at least once. The number does not display the number of opens for a single email.  Emails opened by someone with the same domain are excluded from email counts.

Hi guys, has anyone had experience with pulling inbound calls from salesloft into a salesforce report? I want a report that shows which calls were inbound vs outbound. 

Question why did we move the Succes button, think this needs to be a quick step. Not going to the dots and mark it like it now.

Why CONVERSATIONS via Google MEET depends on the manual recording transcript activation while via TEAMS it is automatic (notetaker participant)?

Hey Champions! 👋🏽While the Champions Hub is your go-to resource for Salesloft education and connection with your peers, the Digital Success Center (DSC) is your personalized admin portal built to deliver guidance and insights unique to your team's Salesloft account. Here’s what you can do in the DSC:💡 Generate & Manage Success PlansSelect your business goals and instantly generate a customized success plan, providing the exact, actionable blueprint you need to achieve them using Salesloft.Watch: How to create and manage a success plan 📊 Monitor Key MetricsTrack important platform health metrics, including team usage and adoption.⚙️ Access User Configuration ReportsMake sure your team is set up for success! For example, want to easily see which users are disconnected from your CRM? Easy! Just view and download the User Configuration Report. Watch: How to access the user configuration report🧍Points of ContactDon’t know who to go to? Quickly connect with your key contacts at Sale

If you want your new reps closing deals before they even finish their onboarding, here's what to do:  In this episode of Salesloft on Salesloft, Revenue Readiness Program Manager Colton Finn reveals how we threw out the old onboarding playbook. Instead of weeks of theory, new hires jump directly into the Salesloft platform with live accounts, real signals, and a fleet of AI agents to guide them. We empower reps to win from day one, resulting in:✅ Meetings booked within the first week✅ Renewals closed in week three✅ New logo business closed within 60 days

Here's exactly how our account executives use Salesloft agents to move deals forward:Milena Kaul had two high-stakes meetings coming up this week, and her forecast depended on them.1. A renewal that was at risk of slipping away.2. Big expansion opportunity with a key account.Normally, preparing for these would have taken her a full day of digging through Salesforce, sifting through conversation transcripts and old email threads.Instead, she used our Ask Salesloft AI agent. 🗣️She wrote: “What should I bring up in these meetings?”In under a minute, it pulled every relevant signal, including CRM notes, past conversations, email history, and even potential risks.It saved her hours, and she showed up hyper-prepared for both calls. It helped her champion tell the right story to her executives on the renewal call. She delivered a value-driven demo that helped her advance the expansion opportunity.They looked like rockstars, and it's all because they used the right tools to prepare in minutes

Sellers are really good at the hustle.The problem is, they're often too close to the work to spot their own blind spots.That's where a great sales leader comes in.Their job is to help sellers see what they can't see on their own.Katie Egge, RVP of Major Accounts at Salesloft, shares how she uses a simple, repeatable process that helped her team beat their quarterly target, increase new bookings by 36%, and 3x pipeline coverage.It's all about coaching with a purpose. 🏆 

We use Clay (for sourcing and enrichment), Salesloft (for outreach and qualification), and HubSpot (for contact/company management).Here’s the workflow I’m trying to figure out: Once a contact is found in Clay, we push it to Salesloft. Sometimes there are multiple contacts from the same company. Should we be creating both a person and an account, or just one of them? The goal: Make sure each contact is linked to the right company. When sending them over to HubSpot, have the contacts and companies properly mapped together. Set up a bi-directional sync so that changes update automatically across systems. Question:What’s the best way to do this with as little manual work as possible?