Product Q&A

Hi,Any suggestions on how to setup a process that enables a customer to answer a question, and based on the question route to a specific SalesLoft user’s meeting scheduler page?Example, if state = CA, use SalesLoft User A or if state = B, use SalesLoft User B.The meeting scheduler form in SalesLoft is limited and can’t support conditional logic. So I know I have to user some other solution. I can’t even send in values in the querystring into a Salesloft booking’s page :( Any suggestions, are welcomed. ThanksDavid

Hi Champions! I have a customer expanding into the EU and being mindful of GDPR laws, we are exploring the use of a custom email preference center link in place of Salesloft opt-out links. Anyone taking this approach? What works well? What doesn’t? Are you using a Marketing Automation platform for EPC links?  

Hey Salesloft Community,Microsoft is changing how they handle emails for high-volume senders.  If you send over 5,000 emails daily to Outlook.com, Hotmail.com, and Live.com addresses, you need to take immediate action to ensure your emails continue to reach inboxes. Starting May 2025 Microsoft will require specific email authentication settings for your sending domain to boost inbox security.Why This Matters for Salesloft Users:This directly impacts whether your emails land in Outlook inboxes. Without these settings, your messages could go to spam or be rejected.What You Need to Do (and What to Check Immediately):Verify SPF, DKIM, DMARC are Set Up CORRECTLY: Work with your IT team immediately to implement or double-check these email authentication methods for your sending domain, ensuring they meet the following criteria: SPF (Sender Policy Framework): Must Pass for the sending domain. Your domain's DNS record should accurately list authorized IP addresses/hosts. DKIM (DomainKeys Iden

I was unable to find an existing help article on this topic. We have a BDR out on leave. I’d prefer not to change the Salesforce flow to have all their leads be assigned to another team member. I’d prefer to use salesloft to process the re-assignment. Any best practices for managing team members out of office? If the best practice is to edit the source assignment rule then I’ll work with our SF admin.

Hey Champions, John Wood, Manager of Product Manager, here to chat about IPaaS! For years, Salesloft has had integrations with leading IPaaS solutions, with Zapier being the newest addition to our marketplace. Customers have used these integrations to simply automate importing leads and, in some cases, build their own custom CRM workflows. Salesloft partners with IPaaS solutions to open up a new world of data integration within your organization’s tech stack, acting as both the destination and a data source.What is IPaaS?IPaaS, or Integration Platform as a Service, is a cloud-based tool that seamlessly connects your different software applications and systems. Think of it as a bridge that allows your apps to communicate and share data.How can it help your organization?Today’s businesses rely on numerous software applications. IPaaS ensures these applications can talk to each other, preventing data silos and streamlining operations.  Use Case: Most recently, our organization built an IP

Hi fellow Lofters - I’m a Salesloft admin for my org and I wanted to see how other admins and users might navigate this “issue.”Our org has established a domain send limit and it sometimes frustrates reps as they are trying to engage their prospects/customers (and especially multithread).  A particular problem some reps have is not knowing when/why they’ve hit our daily domain limit.Has anyone else found a way to easily investigate how many cadence emails are being sent to a particular domain?  Perhaps a Salesforce report?Curious to hear how other Salesloft teams are helping their reps with this.

Hey Champions!It's Ashley from Salesloft Consulting Services, and I wanted to chat with you about something that I truly believe can transform how you manage your pipeline: Salesloft Deals. You know, we're all about maximizing efficiency and driving growth, right? And that's exactly what Deals is designed to do. Think about it: how much time do you spend trying to get a clear picture of your pipeline? Jumping between spreadsheets, trying to piece together the latest updates... it's a lot, isn't it? Well, Salesloft Deals gives you that single, unified view you've been looking for. Imagine having instant access to all your key metrics, seeing exactly where each deal stands, and spotting those potential roadblocks before they become real problems. That's the power of having everything in one place.  As you can see from the screenshot, Salesloft Deals provides a clean, intuitive interface that puts all your critical opportunity information at your fingertips. This visual representation all

Hello,  I noticed a new field on the Account Mapping Field Config Page. Called Company ID. What is it used for? Thanks!

Hello all!Not sure if this is the right place to ask this. Please point me to the right direction otherwise.Does anyone has an issue with MS Teams meetings not uploading to Salesloft?Thank in advance for any tips and trick you can share regarding this. :) 

HI Champions - I’m opening a ticket with Salesloft and plan to attend office hours, but I thought I’d also post here in case anyone is having a similar issue and found a magical solution. Case 1: The dialer is not allowing a user to connect in Salesloft (2nd image) Case 2:  User is working out of Salesforce and the call won’t connect, tested on several records (1st image)Steps taken:Chrome is updated Uninstalled, reinstalled extension Using latest Salesloft Chrome extension Restarted computer  

Hi There, I was wondering when the required fields and teams default recording would be switched on for our organisation? Many thanks

Hi Team - I am curious what is a realistic goal for weekly imports for a BDR/SDR. Currently I have their targets set at 200 imports/week to achieve 15 meetings / week and 10 opportunities / week. In addition, I am having issues with my team hitting their email domain limit which is postponing their outreach for days / weeks. This is effecting their on-time steps. Does anyone have a solution to this problem? Thanks! 

We’re interested in separating out activities from the analytics dashboard based on the account type. We deal with both end user customers and partners - and would like to be able to focus on each separately.Is there a method to do this within the Analytics section, or a workaround? If not, could we add this as an enhancement suggestion?Brian

Our company uses Paperflite to organize and share relevant content with prospects and customers. I’d like to build in Paperflite content and tracking links into Team Cadences that the sales team are using. If I use Paperflite-generated links in team cadences, will the sales team member who are using the cadences receive analytics on the Paperflite content they’re sharing?For those who are familiar with Paperflite -- you know that when you generate a link for content, it can give you analytics into when recipients have clicked on or engaged with linked assets.

Hello Everybody,Salesloft currently does not permit editing Account Details while in the Prospect (People) view. This limitation is particularly challenging during mass calling when we need to quickly add or update account-level information. Would it be possible for the Product team to adjust these settings?Many thanks,Lana

In the past 30 days we’ve had about 171 incomplete Zoom Recordings. I’ve surfaced this 2X in Salesloft office hours but with no resolve to our issues and am curious if other admins have found tips to prevent issues. From what I can see, Zoom settings are enabled, Calendar syncs are on, Video Conferencing is on, but we are still seeing incomplete calls. 

📣 Calling all Public Sector Sellers  📣 Does your organization have a team selling into PubSec? If so, how are you handling Call Recording best practices? Whether it’s calls made through the Dialer or recorded meetings with Zoom, Google Meet, etc. I want to hear from you in the comments!  Do you a have recording message announced at the start of call/meeting?  Are you asking to record calls/meetings prior to recording?  Are you auto recording all calls/meetings, unless specifically asked to not record by meeting attendee?  Do you keep your call recordings for a specific amount of time?  I have a customer ramping up their efforts to create a PubSec selling team, so I’d love to hear what’s worked well for your sellers, any best practices you’ve defined, and how you handle security and compliance concerns around recording. If you’re open to an exploratory conversation with my customer to share your expertise here, I’m not afraid to send you some Salesloft swag in return 😁  

Hi-I notice when I click on an email within my inbox I receive a notification stating the account just opened the email I sent. Is there a way to only receive those notifications when the intended account opens the email only?Thanks in advance. 

Hi all, I’m looking for some feedback on these questions:How long (period of time) are your cadences to prospects? How long (length of email) are your messages to prospects? What have you found to be helpful in getting high open rates and replies? Thanks for your help!V/r,Neville  

I’m running into an issue where the meetings attended metric is including internal meetings the BDR is attending. I know conversations can exclude recording meetings that only include internal domains, I’m wondering if there’s a way to do something similar and remove internal meetings from showing up in the meetings attended metric. Any thoughts on how to solve this? Should I be looking at another metric like meetings booked?

Hi , Where can we find API Key of my salesloft account ? I looked in Settings>Integration but its not there.

Hi allWe have a high volume of personal cadences and would like to create a library of Team Cadences in 25’.  Our challenge is we don’t have a copywriter who can write these. We have SME’s in Product Marketing but they don’t have experience writing sales emails. I'm wondering how other people are creating team cadences at scale. Is it sales-owned? SDR/BDR Managers? Marketing? A combination of everyone pitching in? We’re a large, multinational organization with a complex product so would be particularly interested in people working in similar types orgs who also don’t have one person creating cadences for the sales org. Thanks, everyone. 

I create Cadences and BDR work on those cadences but I am not able to pull those salesloft analytics within salesforce by creating reports there. As my salesloft instance perfectly syncing with salesforce and fields were mapped also .