Product Release Notes

In this article, we will highlight Salesloft's newest features and functionality. Rhythm & Cadence Conversations   Platform, Data, & CRM Rhythm & CadenceImplement Scheduled AI Email GenerationAI-generated Emails in Cadences are generated prior to clicking the Run Cadence Step button which reduces time spent waiting for the email to generate.Who: Implement Scheduled AI Email Generation is available to all Salesloft users.When: This feature is generally available.Where: Implement Scheduled AI Email Generation is found when generating AI emails within a Cadence Step.How: To learn more about AI-generated Emails, check out the Create a Cadence Email Step Using AI article. Enhancements for AI-generated emailsVarious improvements such as refining the AI prompts and adding additional data points and context to the emails have been implemented to AI-generated emails.Who: Enhancements for AI-generated emails are available to all Salesloft users.When: This feature is generally available.Where: Enhancements for AI-generated Emails are found when generating AI emails within a Cadence Step.How: To learn more about AI-generated Emails, check out the Create a Cadence Email Step Using AI article. Conversations Conversations in Global SearchSalesloft users can search for a specific person, account, or conversation title in the Global Navigation Menu to surface the most recent conversations held.Who: Conversations in Global Search is available to all Salesloft usersWhen: This feature is generally available.Where: Conversations in Global Search can be accessed in the Global Navigation MenuHow: To learn more about Conversations in Global Search, check out the Salesloft Search and Navigation and Search Conversations articles. Platform, Data, & CRMAI Conversation InsightsThe Conversation Insights report in Drift provides powerful, automated analysis of your Bionic Chatbot conversations. This feature helps you understand what your site visitors are asking and how well your AI is performing, enabling you to refine your content strategy and personalize buyer interactions.Who: Available to Drift customers who have Bionic Chatbots enabled.When: This feature is generally available.Where: AI Conversation Insights can be found by navigating to Reports and then selecting Conversation InsightsHow: To learn more about AI Conversation Insights, check out the Drift: Conversation Insights article. 

Release Date: July 2, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Deal Summary ImprovementsDeal Summaries now highlight Key Takeaways (e.g. pricing, exec engagement, competitive mentions) and Significant Decisions with stakeholder details, timing, and impact. You can also configure summaries by interaction count or date range—like "Last Week" or a custom range up to 1 year—for sharper context. Learn more. Amazon S3 Connector Now Supported via FivetranYou can now ingest data into Clari from Amazon S3 using our Fivetran-powered connector, enabling more flexible access to external .csv or .tsv files.Bring in data such as product usage, financial metrics, or customer scoring into Clari’s Forecast, Opportunities, and Accounts modules. With S3 as a supported source, teams can expand their data ingestion capabilities without relying solely on traditional databases. Learn more. Admins: Your organization must have the associated modules on RevDB to use this capability. Persona-Based Capture Configuration (Role & User Level)Admins can now configure activity tracking at the user and role level in addition to the existing org-wide settings, giving your team more precise control over how and where activity and contact data is logged. Whether you want to tailor settings for specific roles (like tracking both inbound and outbound activity for CSMs but only outbound for SEs) or run pilots with select users, this update makes it easy. Learn more.Admins: Head to the Capture configuration settings to add new role or user-based configs. If multiple configs exist, user-level overrides > role-level which overrides > org-wide settings. Support for Snowflake Key-Pair AuthenticationTo prepare for Snowflake’s deprecation of password-based authentication in Nov 2025, Clari now supports RSA key-pair authentication for Snowflake connectors. This secure alternative allows you to configure or migrate your connectors using public or private keys for improved security.Admins: Begin transitioning now by generating RSA key pairs and updating authentication settings in Clari Studio > Integrations. This is recommended for all Snowflake-connected customers ahead of the password deprecation deadline. Learn More. What’s New in Groove? Assign Flow Owners Automatically via CSV User LookupYou can now auto-assign Flow participants at scale during a CSV import by using a column with Salesforce User IDs or email addresses. This feature is ideal for matching participants to their correct Flow owners based on CRM data—perfect for territory updates, campaign alignment, or large-scale lead routing. It’s compatible with Custom Merge Fields and Direct Import, making it a powerful addition to advanced import workflows. Learn more.Admins: Ensure the user importing the CSV has Add People to All Flows permissions and that Flow owners are shared on the Master Flow. One Flow Restriction (Safety Setting)To streamline communication and protect your sender reputation, admins can now enable a safety setting that ensures each contact or lead is active in only one flow at a time. This applies across all methods of import—including CSV, auto-import, API, and manual add—and prevents contacts from being enrolled in multiple flows simultaneously. When enabled, users will see tooltips for blocked adds, and backend validations enforce the rule across the platform. Learn more.Admins: To activate this setting, enable the toggle in Manage My Org > Flow Settings > Safety Settings. Optional overrides can be applied for select users. Enhanced People & Ownership Management Across FlowsWe’ve streamlined people management by introducing a unified permission structure for changing ownership and managing participants across Flows. This update reduces friction during employee transitions and team restructuring by giving Admins and Team Leads clearer, role-based access to transfer Flow ownership and manage people—complete with confirmation modals and tooltips for unsupported actions. Learn more.Admins: Control visibility and access through Manage My Org > Roles. Enhanced Bulk Management of Flow PermissionsWe’ve unified and simplified bulk flow management with a new Bulk Manage Flows permission that enables eligible users to archive, delete, label, and move multiple flows at once based on their role and access level. This update reduces confusion, improves control for Admins, Analysts, and Team Leads, and adds helpful tooltips and runtime permission checks to clarify exactly what each user can do.Admins: Grant the Bulk Manage Flows permission via Manage My Org. Ensure users also have View all Flows and Templates and (where applicable) Manage People Across Flows to fully use bulk actions like Change Owner. Learn more. Preview Merge Fields with Live Salesforce DataNow, when building or reviewing templates in Groove, you can preview merge fields using real Salesforce data from your contacts, leads, accounts, or opportunities. This feature removes the guesswork from personalization—helping sales reps, managers, and content creators verify dynamic fields like “First Name” or “Company Name” before an email is sent. Toggle between live data and raw merge tags, and even send a test email to yourself for added confidence. Learn more. Nooks Integration: Power Dial from Groove ActionsGroove now integrates with Nooks, allowing reps to power dial prospects from Flow steps and One-Off Actions—either in sequence or in parallel. Completed calls log back to Groove and advance Flows automatically. Learn moreAdmins: Users configure Groove in Nooks. What’s New in Copilot? Clari Copilot Is Now Available in the Slack MarketplaceClari Copilot is now officially listed in the Slack Marketplace, making it easier than ever for teams to discover and install the app. This update doesn’t change any functionality—existing users can continue using Copilot in Slack as usual—but new teams can now access a verified version of the app directly through Slack’s directory. Install Clari Copilot in Slack Audit Logs Now Available in Clari CopilotAdmins can now track and review all configuration changes made in Clari Copilot with the new Audit Logs feature. Whether you're monitoring consent updates, recorder settings, call access changes, or user management actions, Copilot provides a full history—complete with timestamps, before/after values, and user attribution. This update enhances visibility, compliance, and accountability for your team. Learn more.Admins: Access Audit Logs from User Management > Audit Logs. Filter by user, action type, impersonation status, or date range to drill into the details you need. Granular Access Control for Gametape FoldersYou can now manage who can create, edit, delete, and organize public Gametape folders with new role-based permissions. This update gives teams structured control over shared content while maintaining visibility and collaboration across departments. Folder management rights are configurable by role—ensuring the right users can organize content without granting broad administrative access. Learn more. Admins: Visit Settings > Roles & Permissions > Gametapes and Folders to manage folder access by role. This feature is enabled by default across all orgs. 

In this article, we will highlight Salesloft's newest features and functionality. Conversations Platform, Data, & CRM Conversations Scorecard AnalyticsScorecard Analytics surfaces aggregated Scorecard data to teams, allowing you to assess meeting performance across teams or departments, understand coaching consistency and impact, and empower data-driven decisions for improved rep performance.Who: Visible for users with Conversations Access enabled and "View team analytics" permission enabled for their role. Collaborators will not be able to view this report. Private scores are only visible to the scorer/scored users. However, users with the “Manage Scorecards” permission can view private scores. When: This feature will gradually roll out to users over the coming week.Where: To access Scorecards Analytics, click on Conversations Insights in the Analytics drop-down and then select the Scorecards tab.How: See the “Conversations Scorecards Analytics” article to learn more. Platform, Data, & CRM Control Drop-In Voicemail RecordingsControl Drop-In Voicemail Recordings allows Salesloft admins to enable or disable the Salesloft Dialer Drop-In Voicemail Recordings setting. Controlling this setting can help you adhere to compliance rules your company may have.Who: The setting toggle is only accessible by Salesloft Admins. The setting applies to all Salesloft users.When: This feature is generally available.Where: Control Drop-In Voicemail Recordings is located within the General section of the Dialer Settings page.How: See the "Manage Team Dialer Settings" article to learn more. Command Center Opportunity Drill DownsThe Command Center Opportunity Drill Downs allow you to click any metric in the Command Center to see the list of opportunities that make up that number. Use these drill downs to gain immediate visibility into the health and performance of your prospecting and closing efforts, and quickly identify areas for improvement and focus.Who: Available to all Salesloft users.When: This feature is generally available.Where: Can be found in the Command Center. To access Command Center, hover over the Analytics tab and select Command Center. How: Once in the Command Center, click on any metric within the Prospecting or Closing Funnels to view the contributing opportunities. Check out the “Command Center Overview” article to explore this feature. Bulk User Creation via CSV fileThe Bulk Import Users via CSV feature allows an Admin to quickly add users to Salesloft in lieu of sending individual user invite emails, which streamlines user onboarding and saves administrators’ time.Who: Available to all Salesloft users with Admin permissions.When: This feature is generally available.Where: Can be found on the Users Settings. To access, go to the Settings and find the Users Settings page under the Team section. How: See the Bulk Import Users via CSV article to learn more, or explore the feature by navigating to Users Settings and clicking Import users. 

Release Date: June 4, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Duplicate DashboardsNow, anyone can duplicate a dashboard to quickly create a personalized version without starting from scratch. This makes it easy to tailor dashboards to your team’s specific needs while keeping the original intact. Just look for the "Duplicate" option in the dashboard’s menu (or from the left nav in Cadences). You’ll become the owner of the copied version and can edit it freely. Learn more. Field Extensions via Data IngestionEnrich your Clari instance by adding fields from external data sources directly to core objects like Accounts and Opportunities—without having to create custom fields in Salesforce. This enhancement enables 1:1 object mapping via the Data Ingestion pipeline to quickly bring in external data like product usage, bookings actuals, or CS scores. Set up in Clari Studio Field Configuration, these field extensions make it faster and easier to surface warehouse data in the Inspect Module and deliver a more complete view of your book of business. Learn more. Note: Field Extensions via Data Ingestion are only available to customers on RevDB. Admins: Use Field Config in Clari Studio to define the relationship and select which fields to surface in your Account or Opportunity views. What’s New in Groove? Timezone in Email Send Actions (Returning Feature!)We’re bringing back the ability to schedule emails by recipient timezone in the Email Action compose window. This feature helps you land in your recipient’s inbox at just the right moment—no matter where they are in the world—by letting you select the delivery time and corresponding timezone. It’s a powerful way to boost engagement and stay connected across regions without needing to send emails manually at off-hours. Update: Retiring the Send with Groove ribbon buttonIn New Outlook (Outlook for Web, Outlook for Mac, New Outlook for Windows), we’ve simplified how you send emails with the Microsoft Outlook <> Groove integration. Now, you can use Outlook’s native Send button and still log emails to Salesforce, plus track engagement metrics like opens, clicks, and replies. This update will roll out to users once accepted by Microsoft. As part of this change, the Send with Groove button in the Outlook ribbon will be retired.   For Classic Outlook for Windows users, the Send with Groove button in the Outlook task pane will remain. Admins: If you have an Admin managed add-in, an Admin will need to approve the update before the change is live for your users per your configuration settings. We recommend deploying the Clari Groove add-in to your users with an active Groove license. 

In this article, we will highlight Salesloft's newest features and functionality. Spring 2025 Launch Account Research AgentThe account research agent leverages AI to automate the gathering and synthesizing of information about accounts from various sources, aiding in sales personalization and prospecting. It streamlines the research process for sales representatives by summarizing and surfacing company info, engagement history, and additional sales context.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The Account Research Agent is available as part of the Account Agent add on.Where: The Account Research Agent can be found on the Account and Person Profile pages within Salesloft.How: See the Understanding the Account Research Agent article to learn more. Buyer Identification AgentThe buyer identification agent pinpoints the most relevant contacts within your accounts. On its own, Salesloft will recommend contacts already in Salesloft based on activity history and buyer persona. With Zoominfo, the buyer identification agent leverages the power of ZoomInfo's Buying Committee data to recommend contacts that are not yet in Salesloft/CRM.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The buyer identification agent is available as part of the Account Agent add on.Where: The buyer identification agent can be found on Account Profile pages within Salesloft.How: See the Understanding the Buyer Identification Agent article to learn more.Account Research Agent Supports AI Email Steps for CadencesAI Emails for Cadences use generative AI to craft messages that are personalized  based on the buyer role, company, and findings from the Account Research Agent for each email sent.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: AI Emails for Cadences are available to all Salesloft users. For customers with the Account Agent add-on, the AI-generated email will use information from the Account Research Agent. Where: AI Email Steps for Cadences is located within cadence email step creation and when you run cadence email steps.How: Check out the Create a Cadence Email Step Using AI article for more information.  AI Emails For PlaysAI emails for plays use generative AI to craft messages that are personalized based on the incoming signal, buyer role, company, and findings from the Account Research Agent* for each email sent. To ensure the most up-to-date context is used, the email is generated at the time of initiating a task. The rep can then choose to send as-is, tweak the wording, or start from scratch to create a fully customized email.Availability: This release is available.Who: AI emails for plays are available to all Salesloft users. *For customers with the Account Agent add-on, the AI-generated email will use information from the Account Research Agent.  Where: AI emails for plays are located within play creation.How: Check out the Create AI Emails for Plays article for more information.No-Code PlaysNo-code plays allow you to create signals from any account or opportunity update, enabling you to automate workflows and unlock data from other business systems without custom APIs. No-code Plays consist of the following features:New signals for plays: Create plays from account or opportunity update signals, unlocking more flexibility to create custom plays based on the relevant buying signals for your business.  Additional criteria for plays: Introduces many new options for play criteria across Salesloft objects like meetings, accounts, people, opportunities, and user fields. Signals from custom objects: Connect custom Salesforce objects to Salesloft to create play signals. Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: No-code plays are available for all Salesloft users. Signals from custom objects are available for customers with the Elite package (contact your account representative for more information). Where: No-code plays are located within Play creation.How: Check out the Create a Play article for more information. iPaaS Integrations with Workato, Tray, and ZapieriPaaS integrations with Workato, Tray, and Zapier allow you to sync any data source to Salesloft person, account, and opportunity fields via these iPaaS partners. In addition, templates have been introduced within Workato, Tray, and Zapier to help you easily configure iPaaS > Salesloft automations. When used with no-code plays, iPaaS integrations enable you to unlock signal-to-action workflows from any data source in your tech stack. Availability: This release is available.Who: iPaaS integrations with Workato, Tray, and Zapier are available for all Salesloft users but you must also be a customer of either Workato, Tray, or Zapier.Where: iPaaS workflows are created in the iPaaS application itself.How: Check out the Create Play Signals via iPaaS Integrations article for more information.  Deal Summary AgentThe Deal Summary Agent quickly builds easily digestible updates on the status of a deal, recent activity, and next steps in order to align internal stakeholders on the selling team. This agent also creates recommended next steps based on this information to help drive a deal toward close. The Conversations MEDDPICC extraction agent also automatically pulls out insights from conversations and populates them into the methodology section of the deal summary to drive deal alignment and raise deal risks to sales leadership.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The deal summary agent is available to teams that have enabled the Generative artificial Intelligence Setting.Where: The deal summary agent can be found by navigating to a Deal and clicking on the Summary tab.How: For more information, check out the Understanding the Deal Summary Agent article. Auto-Record for Zoom MeetingsAuto-record for Zoom meetings allows you to automatically record all Zoom meetings, without having to remember to click a single button.Availability: This feature will gradually roll out to users over the coming week.Who: Auto-recording for Zoom meetings is available for Salesloft users with the Zoom API integration enabled.Where: Auto-record for Zoom meetings is found within Conversations.How: Check out the Auto-Record Zoom Meetings in Salesloft article for more information. New Conversations ReportsNew Conversations reports introduces the Conversations tab within Salesloft Analytics to provide a better way to analyze user activity in Conversations, including reports on tracker trends, Conversations recording/adoption, Conversations scorecards, and most viewed Conversations.Availability: This feature will gradually roll out to users over the coming week.Who: New Conversations reports are available for all Salesloft users.Where: New Conversations reports are found by clicking on the Conversations Insights section of the Analytics dropdown.How: Check out the Conversation Adoption Analytics article for more information.Recording Error Alerts for Upcoming ConversationsRecording error alerts for upcoming Conversations adds error messages to the “Upcoming” tab to inform you about any issues that may prevent meetings from being recorded or processed.Availability: The latest release is available.Who: Recording error alerts for upcoming Conversations is available for all Salesloft users.Where: Recording error alerts for upcoming Conversations is located within Conversations in the “Upcoming” tab.How: Check out the following articles for more information:Why is my Auto-Record Toggle Disabled? Upcoming Meeting will not be Lofted Warning Banner Calendar Not Connected Warning Banner    Analytics Interpreter AgentThe Analytics Interpreter Agent acts as a translator for the reports in Salesloft Analytics, using AI algorithms to analyze the data within Salesloft Analytics reports, identify trends, and provide recommendations tailored to the user's specific goals and context.Availability: This feature will gradually roll out to users over the coming week.Who: The analytics interpreter agent is available to all Salesloft users.Where: The analytics interpreter agent is located within Salesloft Analytics and Coaching. How: Check out the Interpret Salesloft Analytics with AI article for more information. Rhythm & CadenceCadence Enrollment RulesCadence Enrollment Rules allows administrators to control how many cadences a prospect can be enrolled in at the same time.Availability: This feature will gradually roll out to users over the coming week.Who: Cadence Enrollment Rules is available for the standard Salesloft admin role and users with the Override Cadence Enrollment Restrictions permission enabled.Where: Cadence Enrollment Rules are located within Cadence and Task settings.How: Check out the Manage Cadence Enrollment Rules article for more information.  CC/BCC Enhancements for Cadence EmailsCC/BCC Enhancements for Cadence Emails introduces the ability to CC/BCC recipients on Cadence Email Steps.Availability: This feature will gradually roll out to users over the coming week.Who: CC/BCC Enhancements for Cadence Emails is available for all Salesloft users.Where: CC/BCC Enhancements for Cadence Emails is located within the email composer window while creating a Cadence Email Step.How: Check out the Add CC/BCC to Cadence Emails article for more information. Channels & ConversationsDialer: Salesloft Connect Chrome Extension Background DialerThe Salesloft Connect Chrome Extension Background Dialer allows users to accept inbound calls without needing to have the dialer window open, streamlining the process. In addition, Salesloft dialer users no longer need to press "Open Dialer" when logging into the extension.Availability: This release is available.Who: Salesloft Extension Background Dialer is available to Salesloft Dialer users who have downloaded the Salesloft Connect Chrome Extension. Where: Salesloft Extension Background Dialer is available within the Salesloft Connect Chrome extension. The Extension Dialer opens as a new Chrome window.  How: Check out the Make and Receive Calls Using the Salesloft Connect Dialer article for more information. Dialer: Use Groups to Manage Dispositions and SentimentsUse Groups to Manage Dispositions and Sentiments allows Salesloft admins to control the dispositions and sentiments that Dialer users see by assigning them to specific groups.Availability: The latest release is available.Who: This feature is available for all Salesloft users. Dispositions and Sentiments are managed and assigned by Salesloft admins. Where: Groups to Manage Dispositions and Sentiments is configured within Disposition and Sentiment settings.How: Check out the Manage Dispositions and Sentiments article for more information. Platform, Data, & CRMRequired Fields for Person Records & Enhanced Workflow for Linking Person RecordsRequired Fields for Person Records improves the linking and creation of Person records with Lead or Contact records. This allows users to select which Lead or Contact record to associate a Person record with, create new Lead or Contact records from an unlinked Person record in Salesloft, understand which People are linked or unlinked, and mark fields as required.Availability: This release is available.Who: Required Fields for Person Records is available for all Salesloft users.Where: Required Fields for Person Records are located on Person records. The records are managed from the Person Field Configuration.How: Check out the following articles for more information:Person Field Configuration Create a Person in Salesloft Link a Person to a CRM in Salesloft  On-Demand (Manual) CRM SyncThe On Demand CRM Sync feature allows Salesloft Admins to easily start an inbound sync from their connected CRM to Salesloft.Availability: This release is available.Who: On-Demand (Manual) CRM Sync is available for Salesloft admins.Where: On-Demand (Manual) CRM Sync is located within Sync Management settings.How: Check out the Manage Manual Sync from CRM article for more information.  Mobile: Person Profile - Quick Action ButtonsThe Person page in Salesloft Mobile has been redesigned to improve efficiency by adding quick action buttons, informative tags, and enhanced relevant details.Availability: This release is available.Who: Person Profile - Quick Action Buttons are available for Salesloft mobile users.Where: Person Profile - Quick Action Buttons are located on the Person Profile Pages within the Salesloft mobile app.How: Check out the View a Person Page in Salesloft Mobile article for more information.DriftContent Classification for Bionic ChatbotsContent Classification for Bionic Chatbots allows for the sharing of specific content to a specific audience based on the site or page they are visiting.Availability: This release is available.Who: Content Classification for Bionic Chatbots is available for Drift customers with Bionic Chatbots.Where: Content Classification for Bionic Chatbots are located within the Content Library.How: Check out the Content Library - Content Classification article for more information. 

 Release Date: May 7, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Accounts: Update Fields from the Details PanelWhile your GTM team could already update CRM fields in the Accounts module today, now they can also edit fields directly in the Details Panel. Quickly search the field you’re looking for, make the change, and save for even faster updates! As always, updates are pushed directly to Salesforce and you can rest assured that all field types support edits. Admins: Ensure Account fields you want to be editable are enabled in Field Configuration and visible in your Account modes.  What’s New in Groove? Groove Skip ReasonsCustomizable Skip Reasons give admins the ability to standardize how users document why they bypassed steps in their Flows, helping teams drive accountability, especially at larger organizations that are trying to uphold any specific standards, and providing valuable insights into workflow deviations and process optimization. Learn more. Microsoft Email Send Limit UpdatesMicrosoft is introducing a tenant-wide limit on outbound external email sending that enforces a cap on the total number of external recipient emails your entire Microsoft 365 organization can send within a rolling 24-hour period. These limits apply to Microsoft 365 and will impact Flow and one-off email sends from Groove if the thresholds are exceeded. Learn more. Admins: Work with your IT admin to understand your total outbound external email volume. Groove is just one input. To fully understand your exposure, you’ll need to work with your IT team. Monitor outbound email volume across your org and review your Flow configurations that send high volumes to external contacts. Groove Managed Package Update 5/9Routine update to managed package including bug-fixes. 

In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Channels & Conversations Platform, Data, & CRM DriftRhythm & CadenceAI Generated Email Steps for Personal CadencesPersonal Cadences now support AI Generated Email Steps. Who: AI Generated Email Steps for Personal Cadences are available to all Salesloft users with the ability to create Personal Cadences.Where: AI Generated Email Steps for Personal Cadences can be found when adding an Email step to a  Personal Cadence.How: To learn more, check out the Create a Cadence Email Step Using AI article. Filter, Sort, & Group Enhancements for RhythmNew user experience for filtering, sorting, and grouping activities in Rhythm that allows users more flexibility for managing their workflow.Who: available to all Salesloft users.Where: Found within the Rhythm area of the platform.How: To learn how to apply filters, check out the Filter Salesloft Page Views article.  Deals & ForecastAccount-Based ForecastingAccount-based forecasting allows Salesloft users to submit and manage forecasts at the account level, for every account in their book.Who: This is available to Salesloft users with Forecast. Forecast is only available to teams with the Premier license and Salesforce CRM.Where: To access Account Based Forecasting, hover over the workspaces tab and click Forecast. On the forecast screen, select the account segments tab.How: Check out the Submit an Account Forecast in Salesloft article for more information.Set Forecast Goals by SegmentAllows teams to set and manage different forecast goals for each of your segments. Who: This is available to Salesloft users with Forecast. Forecast is only available to teams with the Premier license and Salesforce CRM.Where: Set forecast goals and segments from the forecast tab under general settings How: To learn more, check out the Forecast Segments and Manage Goal Settings articles.  Channels & ConversationsAuto-Record for Microsoft Teams New UI ChangesIntroduces a toggle that allows users to enable or disable meetings that are set to auto-record for Microsoft Teams meetings. Any upcoming Microsoft Teams meetings that are scheduled on your calendar should appear inside Salesloft Conversations. Users can confirm the meeting is set to auto-record and click the toggle to disable auto-record for a particular meeting.Who: This is available for all Salesloft users that utilize Microsoft Teams and Conversations.Where: The toggle can be found next to each meeting in the Upcoming section of Conversations.How: Check out the Auto-Record Microsoft Teams Meetings in Salesloftarticle article for more information. Platform, Data, & CRMGranular Permissions for 3rd Party IntegrationsWhen enabling a third-party integration, customers can now view how the integration will use their Salesloft data. For partner developers, can now select the specific permissions your integration needs to operate.This ensures that third-party applications are only accessing data that they need.Who: Salesloft customers who use integrations and Salesloft developers who build them.Where: This information can be found in the Salesloft App Hub (https://accounts.salesloft.com/oauth/applications) and during the integration authorization flow.How: Developers will be able to specify the scopes they want the app to use. Customers will be able to see what scopes an app needs when they are turning the integration on. To learn more, check out the Developer Portal.Audit Log EnhancementsUpdates for audit log users to improve performance, including:Reduce availability for downloadable CSV files from 90 to 35 days API endpoints to request report and retrieve the file Webhook for notifications that audit log report has been processed and sentWho: Salesloft users that use the Audit Log.Where: The Audit Log can be found by navigating to the Audit Log page under Settings.How: Check out the Manage Audit Logs article for more information.Bulk Group Creation via CSV FileBulk Group Creation via CSV allows users to create, update, and delete groups and group assignments via CSV within Salesloft.Who: Available for admins and users with the manage_team permissions.Where: Bulk Group Creation via CSV can be found in the Groups settings page.How: Check out the Bulk Import Groups via CSV article for more information.Salesloft Mobile - Settings page updateThe Settings Page in the Salesloft Mobile App has been updated for a more streamlined experience.Who: Settings Page Updates are available for Salesloft Mobile App users.Where: Settings Page Updates can be found within the Salesloft Mobile App.How: Download the most recent update for the Salesloft Mobile App. DriftBionic Chatbot Guided Testing & Training EnhancementsThe Bionic Chatbot testing page now includes Topic Classifiers, Scenarios, Keyword Search, and Filter and Sort buttons to improve your ability to identify and test your Bionic Chatbot’s responses to various buyer scenarios. These enhancements improve the training process for Bionic Chatbot to ensure you’re able to improve your buyer experience by more reliably providing accurate and helpful information to your site visitors.Who: Bionic Guided Testing & Training Enhancements is available for Drift users that utilize Bionic Chatbots.Where: Bionic Guided Testing & Training Enhancements can be found on the Bionic Chatbot testing page.How: Check out the Drift Message Inspector article for more information. 

Release Date: April 2, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Account Summaries in ClariAccount Summaries let you analyze conversations from emails and meetings to summarize what's happening across an account. Generate account-specific summaries based on your selected account mode—AM Mode, CSM Mode, Opportunity mode, and more. Learn More. Admin Actions: Enable Email Body access and AI Features from the Integrations page in Clari Studio. What’s New in Groove? Omnibar in the People TabOmnibar is now available in the People Tab in Groove Flows. Get quick access to Salesforce records as you click through your contacts in the People Tab. Learn More.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Channels & Conversations Platform, Data, & CRM DriftRhythm & CadenceCadence Focus Zone in Salesloft Connect Chrome ExtensionThe Cadence experience in Salesloft Connect now mirrors the Focus Zones you use in the web application. Navigate between the Rhythm and new Cadence Focus Zones in the Salesloft Chrome Extension to execute your due activities.Who: Available to Salesloft Connect Chrome Extension users.Where: Cadence Focus Zone is available in the Salesloft Connect Chrome Extension.How: Instead of the Cadence icon in the Chrome extension side panel, users will go to Rhythm workflow to run Cadence steps. They can also select the Cadence Focus Zone from the dropdown menu to focus on executing only Cadence steps. To learn more, check out the Run Cadence Steps in Rhythm Sidebar article. Refreshed Plays ViewThe Plays settings page features an improved Play list view as well as other visual enhancements.Who: Plays are available to Salesloft users with permissions to create and manage Plays.Where: Plays can be found on the Plays settings page.How: To learn more, check out the Manage Plays article. Channels & ConversationsBulk Authentication for ZoomBulk Authentication speeds up the configuration process and the added user table makes managing users easier than ever.Who: Bulk Authentication for Zoom is configured by Salesloft Admins.Where: Bulk Authentication for Zoom can be found in the Zoom settings. How: Check out the Bulk Configure the Zoom API Integration article for more information.Microsoft Teams Auto-recordMicrosoft Teams auto-record automatically records Teams meetings,increasing your recording capture rate.Who: Microsoft Teams auto-record is available for Salesloft users that have Microsoft teams connected.Where: Auto-record will start automatically with this release.How: To learn more about Microsoft Teams Auto-record, check out the Auto-Record Microsoft Teams Meetings in Salesloft article.Improved Conversations ReliabilityBack-end updates to conversations that provide customers with more reliable meeting states.Who: All Salesloft usersWhere:  Improved Conversations Reliability will start automatically with this release. How: To learn more about this Conversations improvement, check out the Conversations States user guide. New Transcript Languages Chinese, Japanese, and Korean have been added as supported languages to Conversations Transcripts.Who: All Salesloft users.Where: Find Transcript Languages in Salesloft Conversations.How: To learn more, check out the Conversations Transcripts article. Manage recording permissions in bulk from Conversations Admin SettingsManage recording permissions in bulk with a new toggle option, now located in the create recordings section of the Conversation Settings. Who: Conversations settings are available to all Salesloft administrators.Where: Create Recordings Migration is located in the Conversations Admin Settings page.How: Navigate to the Conversations settings page to enable or disable recording permissions for your users. To learn more, check out the Manage Conversations article. Platform, Data, & CRMAccount Team SyncAutomatically sync your team members as user relationships in Salesloft without creating new Salesforce fields. The synced team members can then be used in account filtering and to assign tasks in automation rules and Plays.Who: Account Team Sync is available to Salesloft users that use Salesforce as their CRM.Where: Account Team Sync is configured in CRM settings. User relationships are viewed on an accounts profile page.How: Check out the Manage Account Team Sync help article for more information.Missed Calls in the Activity FeedMissed Calls are shown in the Activity Feed.Who: Available for all Salesloft users. Where: Available in the Salesloft Activity Feed which can be found in-app on the Person Profile Page.How: When a missed call is received, the event is logged as an activity that can be viewed on the profile of the prospect that made the phone call if they exist in Salesloft. Check out Logged Activities Inside the Activity Feeds for more information. Group Management EnhancementsThe Groups settings page has a new design that introduces a number of visual enhancements for a more streamlined experience.Who: Group Management is available for all Saleloft users with the manage teams permission.Where: Group Management is located on the Groups settings page.How: For more information, check out the Manage Groups and Hierarchy article. Required Fields Supported for Record Creation in Salesloft Connect Chrome ExtensionThe Salesloft Connect Chrome extension now supports required fields when linking a Salesloft Person record to a Lead or Contact in the CRM, helping improve data integrity and the overall synchronization experience.Who: Required Fields for Record Creation is available to all Salesloft users utilizing the Salesloft Chrome Extension.Where: The Salesloft Chrome Extension.How: Learn more in the Create a Person From the Extension Side Panel article. DriftBionic Guided Testing and Training EnhancementsWe’re introducing several enhancements to the Drift Bionic Chatbot training page to improve the usability and outputs generated by testing and training workflows. These updates include:Adding search input  Adding topic classifiers  Add Scenarios section to the testing page  Opening message inspector as soon as the bot responds  Adding a link to edit scenarios in the message inspector.Who: Guided Testing and Training is available to Drift users with Bionic Chatbots. Where: Guided Testing and Training is located on the Bionic chatbot testing page.How: Check out the Test and Train Responses and Message Inspector articles for more information.Vertex verification workflowWe’re improving the user experience for the domain verification process in Drift by providing clear, in-context guidance directly within the Drift Content Library. Our improved Vertex Verification Workflow offers step-by-step instructions for domain ownership verification and association requests, providing real-time status updates reflecting the customer's current step in the indexing process and adding banners with step-by-step instructions to improve clarity and time to value for Bionic Chatbots.Who: Vertex Verification Workflow is available for Drift admins Where: Vertex Verification Workflow is located in the Drift content library How: Check out the Verify the Domain for Drift Vertex AI article for more information.

Release Date: March 5, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Forecast Config: Create Forecast Columns and Tabs, Delete Forecast TabsThe new ability to create Forecast Columns and Tabs, and delete Forecast Tabs expands on your freedom to forecast your way. If you haven’t yet, we strongly encourage completing our Forecast Config Fundamentals learning path in Clari University, or reviewing the documentation in our knowledge base to learn more.Admins: Try it: Create tabs or columns in Clari Studio. Ask Clari EnhancementsWe've further improved Ask Clari’s answers to your questions using advanced LLM models. Expect even easier readability, more detailed reasoning, more thorough coverage of discussed topics, and more effective responses to your questions overall. Field Mapping for Ingested DataExternal data tables fields must be mapped to Clari’s data model in order for Clari to successfully ingest them into RevDB. Our new Field Mapping Configuration allows admins to flexibly map fields in these tables without strict naming conventions. This minimizes integration issues and eliminates the need to hard-code specific field names in your external table schemas. Learn more.Admins: Ask your Clari account team if you would like to ingest data from 3rd parties into Clari.  What’s New in Copilot? Gainsight <> Copilot IntegrationSeamlessly synchronize call insights from Copilot into Gainsight’s timeline. Automate relevant meeting data synchronization between Copilot and Gainsight, ensuring that actionable insights from calls are centralized for folks like CSMs. Push meeting details such as summaries, action items, participants, and embedded call recordings directly to Gainsight. Learn more.Admins: Add the API key from Gainsight to your Copilot Workspace Settings.  Faster Call SharingWe’re making improvements to let you share calls faster. Now, as soon as the video recording of a call is processed, reps can share the call with their customer (even while Copilot is still working on the transcript and AI insights for you). Learn more. Smart CRM Suggestions in SlackWe’re hyper focused on improving the rep’s day to day experience. Update your deals using Copilot’s CRM Suggestions directly from your post-call Slack alert. The new Update Deals button in the post-call summary allows you to review suggestions, edit, and accept them all in Slack. Learn more. Additional Languages Supported in CopilotWe have added Czech, Hungarian, Greek, Turkish, Arabic, Thai, Vietnamese, Malay, and Indonesian to the 28 languages that Copilot can transcribe. Learn more. Enterprise-Grade Desktop App DeploymentNow, Copilot’s desktop application supports enterprise-managed deployments, allowing IT teams to control application versions and updates across your organization. Manage application versions, perform updates, and handle rollbacks if needed. Learn more. Post-Call Alerts via EmailWe’ve added email to the ways in which you can receive your post-call summaries and alerts from Copilot. Learn more.Users: Opt-in to how you want to receive pre-call or post-call alerts in your Call Actions Settings, choose from Slack, Teams, and/or Email.  What’s New in Groove? Improved Send with Groove for OutlookWe’ve simplified how you send emails with Microsoft Outlook <> Groove integration. Now, you can use Outlook’s native Send button and still log emails to Salesforce, plus track engagement metrics like opens, clicks, and replies. Learn more.Admins: Let your users know to start using the native Outlook ‘send’ button. Share this post.  Here’s what to expect as we roll out these improvements:Phase 1 – Early March: You’ll start using Outlook’s Send button to send emails. A small banner will confirm that Clari Groove is processing your message. Internal emails will not be logged, and everything else will work as usual. Phase 2 – March/April: The Send with Groove button will be removed from the task pane but will still be available in the ribbon. Keep using Outlook’s Send button as we refine the experience. Phase 3 – April/May: The Send with Groove button will be fully retired. Moving forward, all tracked and logged emails will be sent seamlessly using Outlook’s native Send button. Unified Salesforce Connection for Groove Chrome Extension.We’re streamlining the experience to connect the Groove Extension to your Salesforce account for a simpler, faster login experience. Learn more. Upcoming Platform Changes Field Configuration: Clean up of unsupported configurations. To keep your instance running smoothly we have identified some customers with unsupported configurations in field config. If your instance has an unsupported configuration, we will clean this up on your behalf. Please note that any changes pending in a draft state will be cleared when we proceed with the cleanup. 

 See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas: Rhythm & Cadence Platform, Data, & CRM Extension and Integrations Drift   Rhythm & Cadence Simplified Create Plays Flow The Plays settings page now features a “Create Plays” button to begin Play creation. The “Discover Plays” tab has been replaced by the Create Plays button.Who: This feature is available to admins and Salesloft users with Play creation permissions.Where: The Plays settings page.How: Click the “Create Play” button to select a Play template and begin creating your Play. Selecting “Create Plays” will take you to the “Start from a Template” page. Influence Metrics for CadencesCadence Outcomes reporting now leverages the influence model to include new metrics like total influence on meetings booked and opportunities created, in addition to the last-touch meeting rate and opportunity rate.Who: This feature is available to all Salesloft users.Where: Cadence outcomes are visible in the following locations: The Cadences Page list. You can find Cadence Outcomes by clicking “Cadences” in the “Content” tab. Cadence Overview Page: The Cadence details will show metrics at the top of the page.  Cadence Standard View in Analytics: Go to the Analytics navigation. Select Content Performance. The report can be viewed at the bottom of the page. How: Check out the Cadence Metrics Overview article to learn more about how to measure and interpret the outcomes of your Cadences.  Platform, Data, & CRM Influence MetricsIn app analytics have been updated to include new metrics Influenced Meetings Influenced Opportunities For users with Deals enabled Influenced Pipeline Influenced Revenue Avg. Influenced Sales Cycle Influenced Win Rate Avg. Influenced Deal Size Who: This feature is available to all Salesloft users.Where: Influence Metrics can be found in the following Salesloft locations: Analytics in the Salesloft platform. Plays Overview Page Cadence Overview PageHow: To learn more about Influence Metrics, check out the Understanding The Influence Model article. Extension and Integrations Outlook - Drop Down Menus for Custom Fields in Person Creation This update allows users to select from custom fields using drop down menus while creating a Person in Microsoft Outlook.Who: This feature is available to Salesloft users who use the Outlook add on.Where: Drop down menus for Custom Fields can be found while creating a person in the Outlook add on.How: Where there are custom fields with pick lists in Salesloft for person creation, there are now the same drop downs available in the Outlook add on. Drift Guided Testing and Training Guided Testing and Training streamlines the training process for Bionic Chatbot by importing  testing history into the AI responses testing page, as well as the rating the customer gave each response. We aggregate all ratings into an overall acceptance score with a clear breakdown of questions to allow you to more easily train your Bionic Chatbot based on past response behavior.Who: This feature is available to Drift users with access to Bionic Chatbots.Where: Guided Testing and Training is found on the AI response testing page.How: Check out the Bionic Chatbot article to learn more about Guided Testing and Training.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas: Rhythm & Cadence Channels & Conversations Platform, Data, & CRM Deprecation NoticeRhythm & Cadence Follow-Up if No ReplyFollow-Up if No Reply is an email follow-up reminder that you can set up when you compose an email, helping you to stay on top of communication.Who: This feature is available to all Salesloft users.Where: Follow-Up if No Reply is configured within the email composer by each user.How: While composing an email, click the checkbox at the bottom of the composer to configure the reminder. To learn more, check out the Create Follow-up Task for No Reply Email article.   Play OutcomesPlay Outcomes leverages an underlying influence model to show detailed insights into the performance of Plays over the last 90 days, including key metrics like meeting rate, opportunity rate, win rate, average sales contract, pipeline generated, and revenue generated; and how the changes over time compared to the previous 90 days. Who: This feature is available to all users with access to Plays via Plays: Manage permissions.Where: Play Outcomes can be viewed in the Play overview pages and within Analytics Reports (Content Performance: Plays). Users may need to scroll over to the right to view the influence metrics. How: Check out this Play Outcomes article to learn more about how to measure and interpret the outcomes of your Plays. Channels & Conversations Collaboration LicensesCollaboration Licenses provide users limited access to Conversations, allowing them to view recordings, add comments, and access conversational data without providing full access to the Conversations platform. Who: This feature is available to all Salesloft teams with an Advanced or Premier license. Collaboration licenses are assigned by a team admin.Where: Collaboration Licenses are assigned from the Users Settings. When a user is assigned a Collaboration License, they will have limited access to the Salesloft platform. To learn what is included in the Collaboration experience, check out the Getting Started With Collaboration Licenses article.  How: To learn how to set up Collaboration Licenses, check out Manage User Settings. Conversation User Settings RedesignConversation Settings have been  redesigned to provide a more streamlined and user-friendly experience.Who: This feature is available to all users.Where: Conversation Settings are located under the Communication section of the Settings page.How: Check out the Your Conversations Personal Settings article to learn more about Conversation Settings. The settings may vary based on your Conference Provider. Check out the following articles for more information: Zoom Google Meet Microsoft Teams  Platform, Data, & CRM SCIM EnhancementsWe have updated the Okta Enterprise SCIM implementation so that our new integration can provision users with: Custom Roles License Group Assignment  Adhere to SCIM Enterprise 2.0 specificationsHow: Check out the SCIM Enhancements article to learn more.Deprecation NoticeIn January 2025, Salesloft will deprecate the following features: Contact Dashboards in Salesloft Deals  Drift Video: Check out our Drift Video Offboarding article for more information. We recommend Vidyard as Salesloft’s preferred video partner. For more information, check out the Feature Deprecation Process. 

Community PostRelease Date: January 8, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Enhanced CRM ScoreFor customers with Copilot and Clari, the Enhanced CRM Score builds on the CRM Score you already know to account for a broad variety of revenue signals, including CRM data (as always), Copilot call data (new), and Meeting data (new). Learn more. Please Note! We do not want to make potentially disruptive changes to the insights that you use to inspect your deals and forecast before the end of the fiscal year. Enhanced CRM Score will begin rolling out to you on Jan 15, 2025. You will receive an email when Enhanced CRM Score is going to roll out to your organization. Sunsetting Mobile App v.4.2.3If you are using a version of the Clari mobile app that is before 4.2.3, please update your app in the Play Store or App Store. Versions below 4.2.3 and (4.2.3 520 on Android) will no longer be supported after January 31st, 2025. For customers administering app updates for your users (MDM) you will need to update your users to the latest version by Jan 31, 2025   Activity Export APIExport activity data associated with Accounts and Opportunities with the new Activity Export API. Leverage the data to build custom reports and analytics in the BI tool of your choice. Learn more.This feature may include an additional cost, contact your account manager for more details.  Updates to Time Machine Pulse and Funnel Drill Down For organizations with Time Machine in Pulse and Funnel, Opportunity Amount and Close Date will be in separate columns in the right side panel, instead of nested together in a single column. This means you can now sort by Opportunity Amount or Close Date in the right panel. What’s New in Groove? Flow Owner TransferTransfer ownership of specific people in Flows to other members of the team if contacts or leads are reassigned (e.g. when a team member is out of the office, or when territories are reassigned in CRM). Learn more. What’s New in Copilot? Manually Re-link Calls to Opportunities and AccountsManually relink calls to the correct Accounts and Opportunities as needed to ensure your CRM data is accurate. Learn more. What’s Coming in February Here’s what to look out for in the February New Feature Release. Outlook: Send with Groove improvementsFor users of Groove and Microsoft Outlook, we are streamlining how you send emails with Groove. The send with groove button will be consolidated with the native send button that already exists inside Outlook. When you send an email with Outlook using the native Send button, a message will appear to verify that Groove is working in the background. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Platform, Data, & CRMRhythm & CadenceSingle Signal, Multiple Play Actions per RoleSingle Signal, Multiple Play Actions per Role provides the ability to set more than one Task while creating a Play, allowing you to implement multi-threaded orchestration strategies when working target Accounts and Deals.Who: This feature is available to all Salesloft users with an Advanced or Premier license. Plays can be created and managed by team Admins. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the “Add action” button to add an additional Task to the Play.AI Generated Email Step for CadenceLeverage generative AI inside your Cadence Email steps to draft the initial email message with up-to-date buyer context. Reps can efficiently send personalized emails in their Cadence workflow with minimal manual effort, while adhering to messaging guidelines that admins establish for the Cadence step.Who: AI Generated Email StepsSteps are configured by Admins while creating a Cadence.Where: AI Generated Email Steps are enabled while creating a Cadence and will populate information in the email composer while completing the Cadence step.How: AI Generated Email Step for Cadence can be enabled or disabled for the whole Saleloft organization within the Artificial Intelligence settings page. Once enabled, generative AI will research, draft and personalize the Cadence email to the specific buyer. See the Add an Email Step article for more information.Log Missed Calls in the Live FeedWhen a call is missed, a notification will appear in the Live Feed.Who:  Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: In the event that a call is missed, a new notification will appear in the Live Feed telling the seller that they missed a call. The notification will include who called and what number it was from.Account-Based Signals in the Live FeedWhen a third-party signal is received at the account level, it will appear in the Live FeedWho: Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: When an account-based signal is received, a new notification will appear in the Live Feed. The notification will allow users to navigate to the Salesloft account page.Deals & ForecastForecast SettingsWhen creating a Forecast, the Forecast type and metrics will be applied based on segment rather than  the whole organization. This allows for more forecasting customization options and different use cases, such as forecasting by account or opportunity.Who: Forecast is available to teams with  the Premier package. Forecast Settings are configured by Salesloft Admins.Where: Forecast Settings are configured within the Forecast Admin settings page.How: See the Manage Deals Forecast article for more information on how to configure Forecasts. No changes or updates need to be made to existing Forecasts.Platform, Data, & CRMAPI: New OAuth Grant Type for Client CredentialsSalesloft now supports authorization via Client Credentials in addition to Authorization Code when creating a new app to connect third-party systems to Salesloft. Who: Teams with custom/internal integrations who want to make system-to-system requests. Where: Salesloft App Hub How: When creating a new app, admins will have the ability to specify the grant type called "Client Credentials". Will only be available for Private Applications. 

Release Date: December 4, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Delete Forecast ColumnsDelete any column(s) within your Forecast Tab(s) in Forecast Config. Learn more. Edit Fields in AccountsIn the Accounts module, edit CRM fields from the Account Object including, Boolean, Picklist, Multi-Picklist, Text, Amount, Currency, Data, and Reference field types. Learn more.Admin action: Your teams will now be able to edit existing CRM fields in the Accounts module. We recommend adding any new fields that are relevant for account-based workflows in Studio Field configuration and updating any views to include these new fields.  Manually Match Contacts to Accounts & Opportunities from CaptureManually match a captured contact to the appropriate Account and Opportunity in instances when Capture is unable to do so using your configured matching requirements. Learn more. Capture Details in User ManagementTo help you ensure you’re getting the most value out of Capture, Admins can now view which users are configured for Capture and whether they are in Preview or Write to CRM mode in User Management. Learn more.Admin action: Review if you have users in preview-mode that are not writing data to CRM. What’s New in Copilot? Smart TopicsTrack Topics with better precision and recall using Smart Topics (powered by RevAI). Quickly and easily setup topics with real-time feedback on the critical revenue moments your topic could capture, without providing examples or waiting for extended training periods. Learn more.Admin action: Setup new topics, in workspace settings Topic RecommendationsCopilot will recommend Topics of interest by analyzing last quarter's calls. You can pick the relevant recommended topics and save to be tagged on future calls. Learn more.Admin action: Review suggested topic recommendations and choose which topics you would like to continue to tag  Topic Dashboard EnhancementsSave dashboards customized to help you visualize topic trends over time, or topics segmented by your deal stages, geographies, market size, or any other CRM attribute. Then, quickly drill down to replay exact moments in calls. Learn more.Admin Action: Create dashboards to visualize topics, these can include topics you have already configured or new topics created from Topic Recommendations or Smart Topics.  Unified Adoption Report ExportThe Copilot Adoption Report consolidates team calls, dashboard overviews, and activity into a single download so admins can analyze Copilot adoption across users. Learn more. What’s New in Groove? Flow Approval ProcessA structured, trackable workflow for content approval and publishing empowers users to create content independently while ensuring quality and consistency across your Flows. Learn more.Admin Actions: Configure flow approvals in your organization if needed.  Flow CollectionsGroup Flows into Collections to easily apply common settings like automated actions and sharing rules across the Collection, reducing the time and effort required to manage these settings across individual Flows. Learn more.Admin Actions: Update Flow permissions in MMO to determine who can create Collections Timezone Returning to Scheduled SendsTimezone is returning to the settings you can control for scheduled sends completed in Actions.  Auto-Save ActionsWe removed the need to manually save your changes to actions with the “Save and Close” button based on your feedback. Now, the changes you make to Actions are automatically saved as soon as you finish typing them, when you close the action out, or move on to the next action in your list!  Thus, when you want to create/log a new Action, we replaced the “Save and Close” and “Log” button with a “Create” button, which will not only create the new action but also save it to your actions list! Learn more.  Enhanced BlocklistPrevent certain emails and events that include blocklisted emails, from logging to Salesforce. Blocklists can be configured at the profile level to customize for different users. Learn more.Admin Actions: Admins will need to update settings in the managed package in salesforce to enable Enhanced Blocklist for each profile. Then update blocklist domains or email addresses for each profile.  What’s New in Align? Edit Due DatesAction Due Dates are now editable.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. Fall 2024 LaunchCommand CenterCommand Center streamlines data from across the revenue lifecycle so teams can visualize key insights from their entire process - from prospecting to closing - in one place. Teams can view powerful AI Insights and empower immediate action through new Plays, which can be enabled directly from Command Center.Who: Command Center is available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: Command Center is a part of Salesloft Analytics.How: See the Command Center Overview article to learn more. AI Insight: Objection HandlingThis agent helps scale the process of coaching by identifying reps in need of coaching due to having a low win rate and high objections per deal. Who: Command Center AI Insights are available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: AI Insights can be found within Command Center.How: See the Objection Handling AI Insight & Play article to learn more.AI Insight: Stalled DealThis agent helps validate pipeline faster by using historical analysis of deal progression and win rates to identify deals that have sat in any stage for too long so teams can take action before any losses occur.Who: Available to all Salesloft users. Must have Deals configured to leverage Stalled Deals. Deals is only available to Salesforce CRM users. Where: AI Insights can be found within Command Center. The Stalled Deal insight is also visible within the pipeline view in Salesloft Deals.How: See the Stalled Deals Insight & Play article to learn more. AI Insight: Signal ConversionThis agent enriches Seismic and Highspot Plays with data on how the signal impacts conversion rates. For RevOps and admins, the insight is surfaced in Command Center with a prompt to enable related Plays if they are not already in use.  Who: Command Center AI Insights are available for all Salesoft license types. Must have the Seismic and/or Hubspot Integrations set up to leverage this agent. Where: AI Insights can be found within Command Center. The Signal Conversion insight also appears on Seismic and Highspot Plays in the Rhythm workflow.How: See the Signal Conversion AI Insight & Play article to learn more. Rhythm & CadenceRhythm in Salesloft Connect Chrome Extension for Salesforce Users Rhythm is available when using the Salesloft Connect Chrome Extension in Salesforce.Who: Rhythm in Chrome Extension is available to all licenses but requires the use of Salesforce.Where: Rhythm in Chrome Extension can be found within the connect for Salesforce Side Panel.How: Update the Chrome Extension to the most recent version to start using Rhythm in the Chrome Extension.Open the side panel within Salesforce to view and run Rhythm tasks. To learn more, check out the Salesloft Connect for Salesforce article. Review Record in PlaysReview Record is available as an action in Plays. In addition to the Stalled Deals Play, Review Record can be used in any Play to prompt a seller or manager to review a deal, update information, or log notes in response to a signal. The task is then assigned to a manager so they can review the record and follow up.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Record action.Time Block Action in PlaysA Play that prompts you to block time off on your calendar to complete important tasks related to your Deals like building pipeline, reviewing account news, or completing a handoff after a deal is closed. such as handoffs, direct calendar invites for prospecting, alignment meetings.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Time Block Action. Note: users must sync their calendar to Salesloft to use the Time Block Action. Review Scorecard Action in PlaysReview Scorecard is available as an action within Plays. By prompting reviews of seller conversations directly in Rhythm, sales managers can more efficiently coach their reps and provide feedback to their team at scale.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Advanced or Premier license. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Scorecard action.Deals & ForecastSearch Ability in Hierarchy Visibility Settings in ForecastSearch for individual users directly in the hierarchy table, with matching results highlighted for easy viewing — no need to expand each level. Who: Search Ability in Hierarchy Visibility Settings in Forecast is available for Salesloft admins with access to Forecasts. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM. Where: Navigate to Forecast, then click on the Admin tab, then click General Settings and then Deal Forecasts. From there scroll down to Hierarchy Visibility and click the Edit button.How: U the search bar at the top of the Hierarchy Visibility settings page to enter the name of the user you are looking for. Scrolling Enhancement on Forecast PageThe Forecast Hierarchy Table now has a new scrolling pattern that lets you scroll and view the entire table on one page. Who: Scrolling Enhancement on Forecast Page is available for Salesloft users with access to Forecast. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM.Where: In the Forecast Hierarchy Table within your Forecast Dashboard. How: Scrolling on the Hierarchy table will allow you to view the whole table. Add Search to Advanced FiltersThe advanced filters on the Deals Pipeline table are now searchable.Who: Add Search to Advanced Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: Add Search to Advanced Filters can be found by clicking on the Workspaces tab and selecting Deals. From here, click on the Advanced Filters icon to be able to search.How: Inside the Advanced Filters window, use the Search bar to type the name of a filter. Select the appropriate filters and click Save.   Deal Access Permission: Role LevelA role-based permission that enables/disables Deals for specific role types. If disabled for a role, it will remove Deals from the navigation for said users of that role type.Who: Deal Access Permission: Role Level is available by default to standard Admin and User roles. Custom Roles with the Deal Access Permissions may be configured by Salesloft Admins.Where: The Deal Access Permission can be enabled or disabled while configuring user roles.How: To add the Deals Access Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “deals” in the permissions search.  Confirm the Deals Access permission toggle is set to “On” (blue).  Deals Advanced Date FiltersWhen you add a Date field to a Pipeline Dashboard, you can filter by  custom dates and preset date periods.Who: Deal Advanced Date Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: The Deals Advanced Date Filter can be found inside a Pipeline Dashboard. Navigate to the Pipeline Dashboard by clicking on the Workspaces tab and selecting DealsHow:  To add a date filter, follow these steps: Go to your Pipeline Dashboard and select the funnel icon to open Advanced Filters.  Find a date filter.  In the filter options, select Customer Date Range.  Select a start range using the calendar menu. Select an end date. Channels & ConversationsSupport More Transcript LanguagesSalesloft Conversations transcripts now support nine additional languages including:Danish Portuguese Swedish Vietnamese Polish Romanian Turkish Ukrainian RussianWho: Additional Transcript Languages are available for all users with access to Salesloft Conversations.Where: Additional Transcript Languages can be found within Salesloft Conversations.How: See the Conversation Transcript help article to learn more about Salesloft Conversations.Download Conversations Role-based PermissionA role-based permission that when enabled allows users to download a Conversation transcript, video, or audio. Who: The permission can be enabled for all users. It is defaulted ON for User, Admin, and Custom roles.Where: The Download Conversations Permission can be enabled or disabled while configuring user roles.How: To add the Download Conversations Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “conversations” in the permissions search.  Confirm the Download Conversations permission toggle is set to “On” (blue).  Conversation Video Player UpdatesIntroduces several enhancements to the video player used within Conversations including a minimized video mode.Who: Conversation Video Player Updates are available for all Salesloft users with access to Conversations.Where: The Conversation Video Player can be found within Salesloft Conversations.How: Learn more about the Conversations Video Player in the View Conversations Video and Audio Recordings articleTemplate Page EnhancementsThe following enhancements have been made to the template pages: Ability to sort by Clicks, Opens, Replies, and Owner New column for Last Used. You can sort by Last Used.  Tag filters are now at the top of the page only, not in the left hand side bar.  Added Archived Templates filterWho: Template Page Enhancements are available to all Salesloft users.Where: The Templates Page can be found by clicking on Content at the top of the screen and then selecting either Template.How: Learn more in the Templates Page article. Platform, Data, & CRMConfigurable Analytics MetricsConfigurable Metrics gives Salesloft admins the ability to configure a particular metric (or set of metrics) to better align to their organization’s definitions. Users with the proper permissions will now have more control over how the Connected Calls, Meetings Attended, Meetings Booked and Positive Calls metrics are attributed within Salesloft.Who: Configurable Analytics Metrics can only be configured by a Salesloft admin but apply to the whole Salesloft instance.Where: Configurable Metrics can be managed from the Configurable Metrics settings page.How: See the Manage Configurable Metrics help article for more information.Visibility for Connected IntegrationsSalesloft will now show a list the third-party integrations that are connected to your Salesloft instance, and admins now have the ability to revoke access to these apps.Who: Visibility for Connected Integrations is available for all Salesloft users and admins, though only admins have the ability to revoke access to integrations.Where: The list of connected integrations can be found on the Integrations page in Settings.How: To learn more, check out the Salesloft Integrations article for admins and Set Up Your Profile - Manage Connected Apps for users. Opportunities APIDevelopers can view and manage opportunities via Salesloft’s public API. This allows customers with a custom CRM to import their Opportunity data into Salesloft.Who: Opportunities API is available to all Salesloft customers and is designed for customers without out-of-the-box CRM integrations..Where: Opportunities API can be managed from the Developer’s portal.  How: See the article in the developers portal for more information.Account and People List EnhancementsThe following enhancements have been made to the Account and People Lists: Ability to manage columns on the people list and account list Ability to filter by hot leads on people listWho: Account and People List Enhancements are available to all Salesloft users.Where: The Account and People lists can be found by clicking on Contacts at the top of the screen and then selecting either Accounts or People.How: To edit columns, follow these steps: Select the Edit Column button found on far right side of the filter row. The Customize Columns window will appear.  Search for fields or scroll through the list to select or deselect the available fields. Once a field is selected, it will appear in the Field Order side of the window.  Rearrange the order of your fields so they are in your preferred order.  To rearrange the fields, hover over a field name, click and hold the field title, then drag the field to the spot in the order. Once it's in the correct spot, release the field. You can remove a field from the list by clicking the cancel button to the right of the field name. Things to Note: If you have selected a Display By filter, that column will appear first in the report by default.  Click Apply.  Once the settings are applied, save your view so you can access the report again and again. Assign Managers to Salesloft Users Assign managers to your Salesloft users to create powerful revenue workflows in the Command Center. With managers assigned, automatically assign a Review Conversation Play to the manager when their rep receives too many objections in a meeting. Or assign a Review Record Play if a manager’s rep has too many stalled deals. The Pipeline view in Deals also includes a new feature to filter for your Manager Hierarchy.Who: Salesloft users with the “manage team” permission Where: Settings > UsersHow: In User Settings, edit a single user or select multiple users and then assign another user as their manager. If you are a Salesforce connected Team, your manager hierarchy will automatically sync from CRM. DriftMessage Inspector in Chat Data ReportThe Message Inspector in the Chat Data Report allows you to understand where site visitors are interacting with your Playbooks by inspecting messages on the chat data page, creating better visibility not only for Bionic responses, but also for the entire playbook end to end.Who: Drift CustomersWhere: The Message Inspector is found within the Chat Data report.How: Click on a message in the Chat Data report to inspect it.Control Over the Source URL to be Used in Bionic ChatbotsSource Improvement allows users to correct the underlying source that the Bionic bot generates its responses from so that it can redirect users to the best possible page and quickly and accurately gather the correct context from which to answer site visitor inquiries.Who: Drift CustomersWhere: Drift AI Response Testing page and Chat ReportHow: Click on “Bad Response” - “Use a different source” and select the source URL where the response is availableOff Topic Training WorkflowYou can now mark questions as off topic and the bot will not answer those questions the next time it’s asked, or they will be able to instruct the bot to answer a question from the knowledge base if it incorrectly categorized the inquiry as off topic.Who: Drift Bionic Chat Customers.Where: AI Responses Testing PageHow: if it should be off topic - thumbs down > off topicif it should be on topic - thumbs down > should have answered the questionDrift Video ​​Notice of DeprecationIn January 2025, Salesloft will deprecate Drift Video. We recommend Vidyard as Salesloft’s preferred video partner.

We wanted to give you a quick update regarding our October monthly release notes. With our Fall Launch coming up on November 13, we’re bundling the October and November updates into a single release note on November 13. What This Means for You:All the October highlights you’re looking forward to—including improvements, new features, and user-experience enhancements—will be announced alongside our feature-packed Fall Launch release. This allows us to give you a comprehensive overview of all the impactful changes and upgrades at once.Stay tuned for an exciting Fall Launch full of insights to elevate your platform experience – and the introduction of Command Center! Thank you for your patience and continued engagement as we work to bring you a stellar lineup of updates.

Release Date: November 6, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Time Machine in WaterfallUnderstand the deal-level changes that contributed to the changes to your pipeline. Learn more. Updated Timestamps & Crawl CRMSync the latest updates to CRM from your organization’s Clari instance on demand, even between Clari’s automated syncs. Learn more. Note: For Time Machine in Waterfall and Updated Timestamps & Crawl to CRM, your Clari Inspect Modules (Opportunities and Accounts) must be running on RevDB. Adding Copilot Calls to SearchYou can search for information from Copilot call transcripts and by attendee email addresses in Search in Clari. What’s New in Copilot? Deal Summaries in Copilot & ClariSmart Deal Summaries provide quick but comprehensive insight into what is happening in a deal across conversations (emails and meetings). Understand the status, key discussions, and pending actions surrounding your key deals with ease to inform more accurate forecasting and strategic planning in minutes. Learn more. AI in Shared CallsShare calls with AI insights to include your choice of Smart Summaries, Chapters, and Ask Clari in shared calls, calls shared to Align, and embedded calls. Learn more. Smart CRM SuggestionsEasily update Salesforce with custom CRM field suggestions using call data. Our latest update allows configuration of custom fields and combines new insights with existing CRM data for more accurate and efficient updates. Learn more. Learn more. Improved Accuracy for Smart SummariesClari Copilot’s Smart Summaries now capture key details and actionable insights with even greater accuracy, ensuring you never miss critical information from your conversations. What’s New in Groove? Groove RebrandRelease Date: November 6, 2024Groove is getting a fresh new look on November 6th! We're updating the Groove logo and colors to better align with the Clari brand. You can get an advance look at the changes in the Rebrand Guide attached to our community announcement. Groove in ClariRelease Date: October 15, 2024In case you missed it, joint customers of Groove and Clari can now access Groove directly within the Clari web app! This integration provides a single point of entry for all your revenue-driving activities. Check out our previous announcement to learn more. Note: You may need to log out and make an update to your SSO setup with Clari to realize these changes. ZoomInfo IntegrationStreamline your workflows with the new integration between ZoomInfo and Groove, which allows you to add contacts to Flows without leaving your workflow, add people to Flows in bulk, and add people to Salesforce through Zoominfo. Learn more. Send Sample Emails from Flow PreviewsSend a sample email directly from the Flow preview to test formatting, merge fields, and general look and feel. Send sample emails from Flow previews for both templated and non-templated email steps. Learn more. What’s Coming in December?Here are a few things to look out for in December.  Multi Signal CRM Score: Clari & CopilotNote: Changes coming to CRM Score for Clari & Copilot Customers Clari and Copilot Customers will have access to a new opportunity score that takes in signals from multiple sources: CRM data, activity data, and Copilot’s conversational intelligence. Look forward to an improved CRM score for RevDB in December. Enhanced Meeting Logging with Copilot & SalesforceToday, Copilot writes back multiple records to CRM when logging a meeting. For better clarity, Copilot will write back a single record for each meeting with this new feature. Improved meeting logging requires activity sharing in Salesforce. If you would like to try this early, you can join the beta program.

Release Date: October 2, 2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Flow History Tab The Flow History Tab provides you with a history log of key events throughout the life of a Flow. Currently, it tracks Automated Actions and general status changes (e.g. Active > Archived). Learn more. Manual Archive UpdatesFlow owners and editors can remove any active participants when you archive Flows in the new streamlined experience. Additionally, the history of who archived the Flow and when is written back to the Flow History Table. Learn more. One-Click UnsubscribeTo help you manage certain requirements for one-click unsubscribe header if your users exceed the outbound email limits set forth by Google, you can enabled One-Click enforcement for Flows in Manage My Org to provide the necessary header when Groove Flows send an email on a user’s behalf. Learn more.Note: Groove’s one-click unsubscribe feature simply provides the expected unsubscribe link when Groove Flows send an email on a user’s behalf via the Google or Microsoft APIs. Gmail then uses algorithms to determine whether to display the link or not based on factors like the sender’s reputation, how often they send emails, and how users interact with their emails. If Gmail doesn’t think the campaign is eligible, it might not show the one-click unsubscribe link. This means that the link is not guaranteed to be sent 100% of the time through Groove Flows, even with the setting enabled.  Flow Permissions in Manage My Org To ensure efficient workflow management and more granular control over Flow permissions, you can now manage Flow view and edit permissions for Admins, Team Leads, Analysts, and Standard Users. Learn more. Moving Auto Removal Settings to Automated ActionsYour options to automatically remove people from a flow if they replied (excluding auto-replies) or if their email address bounced are moving to Automated Actions in Flow Settings. Smart Summaries in OmnibarNow, you can generate insights from all the activities (emails and meetings) that happened in a deal directly from Omnibar. Whether you need an Activity Summary or Key Next Steps, Clari will provide them and the links to the source materials (email and meetings). Learn more. Groove Mobile EnhancementsGroove Mobile is designed to support the field team’s workflow from start to finish. Instantly transform your in-person meetings into valuable connections with easy contact and lead creation, and capitalize on meetings and maintain momentum by adding new contacts to your Flows. Utilize every moment by managing Flows and Actions between meetings, and capture every interaction to ensure that all activities are captured with the details you need for richer context and more effective follow up. Learn more.Install the app from the Apple App Store: ‎Groove+  Note: The app is only available on iOS. Android is not supported. Newly Available in BetaFlow Collections: Organize flows by use case and apply automated actions and sharing permissions at scale instead of sharing flows individually. Flow Approval Process: Designate user roles that require approval before flows can be come active. Users can create flows in “draft” mode and then submit for approval to a Content Manager, and manage which users in your org have permissions to approve flows as Content Managers.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Platform, Data, and CRM Conversations Mobile DriftPlatform, Data, and CRM People List EnhancementsThe following filters have been added to the People List:Filter by industry Filter by user relationship Filter by Cadence assignee Filter by Cadence: ‘any cadence’ (people active in a cadence).Who: People List Enhancements are available for all Salesloft users.Where: Navigate to Contacts in the top menu and select People to access the People list.How: Use the Add filter button on the People List to be able to select filters. For instructions on how to filter the People List, see the Filter Salesloft Page View article. Conversations SMS Opt-Out ComplianceSalesloft Messenger will automatically append a “Reply STOP to opt-out” message to the first new message sent to a person.Who: Users who utilize the Salesloft Messenger desktop app.Where: SMS Opt-Out Compliance applies to new SMS conversations that are sent via the Salesloft Messenger desktop app.How: For more information check out Messenger Regulation Guidelines and Important Things to Know About Messenger. Conversations Access Permissions: Team-level & Role-levelTwo new permissions have been added to Salesloft that will allow admins to control user access to Conversations:Team-level Conversations Access Permission: enables/disables Conversations for the entire Team. Role-level Conversations Access Permission: role-based permission that enables/disables Conversations for specific role types.Who: The Conversations Access Permissions are accessible to Salesloft admins.Where: The Conversations Access Permissions can be found on the Roles Settings page.How: Learn more in the Roles and Permissions article.Google Granular PermissionsTo ensure users are successfully connected to all areas of Google, a new banner has been added to remind users to "select all" permissions when connecting to Google and send an alert if any permissions have been left off.Who: Salesloft users connected to Google (email, calendar, and Google Meet).Where: The banner appears when configuring your email, calendar, and Google Meet.How: When configuring your email, calendar, and Google Meet, the banner will appear to remind you to select all permissions. To learn more check out the How does Salesloft connect to Google Workspace? article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App version 1.18.11 and later.Where: The Salesloft Mobile App is available on iOS and Android.Add Notes/Log Meeting Notes on MobileAdd functionality to the Salesloft Mobile app that allows users to create and display notes assigned to specific contacts.How: Follow these steps to add notes to a contact record:Access a contacts profile Scroll to the new Notes card under Recent Activities View existing notes Create a new note by clicking the “+” icon DriftIntelligent Search - Feedback LoopEasily correct wrong answers from Intelligent Search responses with the new Intelligent Search Feedback Loop. Within a conversation, provide thumbs up/down feedback and then select “Bad Response” to update the source and generate a new response that Drift will use for future inquiries.Who: Drift users with access to Intelligent Search.Where: Intelligent Search can be found by clicking into the Playbook tab, and selecting Intelligent Search. How: To learn more about the Intelligent Search Feedback Loop, see the Intelligent Search article.Off Topic RedirectsThe Bionic Chatbot will not answer questions that are not relevant to the knowledge base that it uses as a source. Instead it will say “I'm sorry I can't help you with that, but if you have any questions about [company name] I'd be happy to assist you!”.Who: Drift users who utilize Bionic ChatbotsWhere: Off Topic Redirects are part of Bionic ChatbotsHow: To learn more about Off Topic Redirects, see the Bionic Chatbots article.Semantic CacheSemantic Cache stores Bionic Chatbot responses and consistently replicates them. This increases the response quality and consistency across Bionic Chatbot responses.Who: Drift users who utilize Bionic ChatbotsWhere: Semantic Cache is part of Bionic ChatbotsHow: To learn more about Semantic Cache, see the Bionic Chatbots article.Response Refinement WorkflowResponse Refinement helps you more effectively train your Bionic Chatbot, correcting itself in real time, and providing confidence in the bot's ability to correctly answer questions when site visitors ask them.Who: Drift users who utilize Bionic ChatbotsWhere: Response Refinement Workflow is part of Bionic ChatbotsHow: To learn more about Response Refinement Workflow, see the Bionic Chatbots article. 

Version 1.6.13Submitted on Jun 11, 2025  Bugs that were fixed:Salesforce people records were jumping to the next step in the cadenceVersion 1.6.12Submitted on Jun 6, 2025  Bugs that were fixed:Dialer was not calling mobile numbers when using click to call button Version 1.6.11Submitted on May 30, 2025  Bugs that were fixed:Added an alert when no microphone is detectedVersion 1.6.10Submitted on May 28, 2025  Bugs that were fixed:Fixed an issue with the email panel placementVersion 1.6.9Submitted on May 19, 2025  Bugs that were fixed:Voicemail drop icon can now be hidden when requested CRM icons now show the correct CRM Dialer was not pulling in secondary number if primary was blank Newly added phone numbers will now stay in sync with cadence stepsVersion 1.6.8Submitted on Apr 30, 2025  Bugs that were fixed:Phone numbers from previous contacts were showing up in dialer windows Create person URL fields were not allowing some URL addresses Lofting a meeting was changing from busy to free for some users Link to CRM functionality was updated to correct access levelVersion 1.6.7Submitted on Apr 15, 2025  Bugs that were fixed:Fixed Hubspot syncing issue Resolved authentication token issues  Link to CRM flow improvementsVersion 1.6.6Submitted on Apr 15, 2025  Bugs that were fixed:User tokens were not being automatically refreshed resulting in sign outs Do Not Contact rules were applied to the next searched contact New task pane was opening when applying a filter Microphone settings were not persisting between dialer sessions Improved Cadence speed  Hubspot import buttons were improvedVersion 1.6.5Submitted on Apr 4, 2025  Gradual Rollout through the week of April 18thWhat’s NewThe dialer pop out window no longer needs to be open to “listen” for inbound calls! Users with this new version will receive a notification to accept or reject the call from the top of their chrome window.  Accepting will automatically open the pop out dialer window.  Learn more here! Bugs that were fixed:Completed Email Steps were reappearing after sending the email Only required fields will initially show when linking a lead to a CRM record A banner asking you to enable microphone permissions for callsVersion 1.6.4Submitted on Mar 28, 2025 Bugs that were fixed:Call notes were erasing from the dialer notes menu as they were being typed or during different call states Cadence call steps were not clearing after completion Cadence filters were not being remembered when opening a new tab or beginning a new cadence Navigation between cadences was not working correctly causing a refresh of contacts Rhythm tasks were initially loading on the Cadence menu Recurring meetings were not functioning consistently Minor UI fixes in the dialer menu Search box was overlaying the edit person menu option Some tooltips were spilling over the frame of the extension Localization improvements to tab headersVersion 1.6.3Submitted on Mar 20, 2025 Bug Fixes/ImprovementsCadence steps were freezing or very slow for some users.  We found a likely culprit and applied a fix for this. Click to Call buttons will now show on additional types of phone number fields in Salesforce. Fixed a Call Notes issue where entered text was deleted as it was typed.   Fixed an issue where the company name was not being added correctly when creating a new person record. Automation rules will now fire correctly when logging a call. Recurring or Private meetings were incorrectly being lofted, this has been fixed. Some users were having issues with their authorization tokens causing frequent signouts, this has been resolved. Lofted emails were occasionally failing to register as activities, which has been fixed.Version 1.6.2Submitted on Mar 14, 2025 Bug Fixes/ImprovementsWe’ve made the Focus Zone memory much more sticky.  Choose Cadences for example and each new tab will default to that choice.   Addressed an issue with system notifications that could sometimes cause an incoming call to drop.Version 1.6.1Submitted on Mar 11, 2025 Bug Fixes/ImprovementsFixed an issue where users with the same names but different email addresses were not being lofted correctly.  Resolve an issue with Vidyard not working while in a maximized state Inbound call notifications will now wrap correctly for longer names Cadence steps accessed from the Person tab should again have a link to allow users to execute upcoming tasks.Version 1.6.0Submitted on Feb 28, 2025 What’s NewCadence Icon has been moved under the Workspace icon as a focus zone. Learn MoreBug Fixes/ImprovementsAll included fixes from 1.5.7 Resolved Dialer issues relating to Connectivity warnings and audio settingsVersion 1.5.8Submitted on Feb 28, 2025 Version 1.5.7 was rolled back due to a number of bug reports,  resulting in version 1.5.8 Version 1.5.7Submitted on Feb 24, 2025 What’s NewSalesforce users will start seeing a banner in the cadence tab letting them know that the cadence tab will be moving under the Workspace icon and exist as a focus zone with Rhythm. Learn MoreBug Fixes/ImprovementsUpdated our email pane component to latest version  Added an indicator to denote text that was generated from AI Fixed an issue that was causing logouts on Hubspot when creating a task Updated dialer components to improve stabilityVersion 1.5.6Submitted on Feb 18, 2025 Bug FixesFixed an issue with inline images lofted in GMail not rendering correctly in Salesloft Hubspot import button now displaying correctly Updating how we add dial icons to phone numbers to be more consistent with their display in Salesforce.Version 1.5.5Submitted on Feb 5, 2025 Bug FixesImproved search results speed Updated dialer components to improve stability for inbound callsVersion 1.5.4Submitted on Feb 3, 2025 Bug FixesAddressed an issue where some Gen AI emails were not sending correctly Increased the size of the AI reply generatorVersion 1.5.3Submitted on Jan 22, 2025 What’s NewStarting to roll out the new Follow-Up email task option for both Salesforce and GMail.  Look for it next to the “Loft it” button! You can now see and reschedule automated steps in the Person cadence tab.Bug FixesAn error was immediately showing in BCC fields as users were typing, we’ve adjusted this. Fixed an issue where an error message was also showing a confusing confirm message when saving calendar related updates. Some Timezones were resetting when sending emails from cadences steps but this has been fixed.Version 1.5.2Submitted on Jan 9, 2025 Bug FixesCalendar custom settings were being erased and should now applied correctly Resolved an issue where opening 2 email panes for 2 different records with the same email resulted in a crash Updating a Person’s contact info will now keep you on that person Fixed an issue where sorting was reverting to timezone in cadences When lofting an email and adding them to Salesloft, the extension will correctly refresh to show they’ve been added Fixed an issue with the Quick Action Email button not working in SalesforceVersion 1.5.0Submitted on Dec 16, 2024 Bug FixesPlease refer to the notes for 1.4.3 as all items were re-introduced in this version Fixed an issue with calls not ending when in passthrough mode. Clicking on a person link in the live feed will update the person tab to that record “View more” button now displays all text on phone steps Version 1.4.4Submitted on Dec 11, 2024 Rollback ReleaseDue to an increase in Dialer issues where calls were not ending properly when in passthrough mode, we’ve reverted the 1.4.3 release back to 1.4.2 as we investigate further.Version 1.4.3Submitted on Dec 9, 2024 Bug FixesThe 15 minute meeting option has been fixed to correctly display in the dropdown. An arrow to select the next month in our date picker has been moved back onto the form instead of appearing off the page. Clicking on a Salesloft email button in Salesforce will now only pop open the Salesloft email pane instead of both Salesloft and Salesforce.   Creating a call task will now be blocked for users in a Do Not Call status. Rescheduling a task was preventing the ability to choose a date from the next month, that’s now fixed. Fixed an issue where you were not able to update call settings while in a call.  Switching your headphone and microphone mid call is now possible. “Schedule All” and “Complete All” are not working correctly with updated messaging. “Log and Complete” was repositioned to no longer block key areas of the CRM screen.Version 1.4.2Submitted on Nov 27, 2024 Bug FixesFixed an issue that was causing an internal service error when lofting emails for some users. Resolved an issue where switching between a users activity tab was causing an error. Fixed an issue where the pending log message was appearing in the dialer when it should not have. Dialer Everywhere (right click action) was misbehaving and is now working correctly. We fixed an issue where linking an account on a person record will not clear out any fields you’ve entered before saving. Resolved an issue with our voicemail drop ins producing an error message. Version 1.4.1Submitted on Nov 21, 2024 Bug FixesRestored the “End Call” tone when ending a call. Fixed an issue where some completed cadence steps were not showing on the cadence tab. Clicking on the Live feed icon should again trigger a refresh of the feed. Version 1.4.0Submitted on Nov 14, 2024 What’s NewOur “new version” banner has temporarily been removed as it wasn’t performing the way we intended.  We’ll bring it back after a rework in an upcoming release.Bug FixesClicking on a person’s name in the live feed will now take you to that user's contact record instead of refreshing context on the page. When editing a person's record, we’ve added a message to warn you if entering a duplicate email address. Version 1.3.14Live on Nov 5, 2024 Bug FixesRolled back to version 1.3.12 due to reported issues with Loft it button Version 1.3.13Submitted on Nov 1, 2024 Live Nov 5, 2024 Bug FixesFixed an issue with Book a Meeting modal closing unexpectedly Version 1.3.12Submitted for Chrome Store approval on Oct 31, 2024 Bug FixesGeneral dialer bug fixes and stability improvements Import button should now display for certain contact and account screens Version 1.3.11Submitted for Chrome Store approval on Oct 28, 2024Bug FixesAddress bugs related to the new Google Calendar UI change: Fixed meeting edits from duplicating meetings Fixed meeting edits from sending out duplicate notifications Fixed Zoom and Teams links from disappearing after lofting a meeting   Fixed an issue with some contact fields not displaying correctly in the sidebar Version 1.3.10Oct 25, 2024What’s NewWe’ve reorganized and reordered what actions are in the Person edit menu vs our Quick Action buttons on the Person tab page. “Edit Person” and “Mark as Success” buttons have been moved to the Person edit menu “Create a Task” was relocated from the edit menu to a dedicated Quick Action button (for Rhythm enabled teams) “Add to Cadence” is now a quick action button  Bug FixesThe reload button in our “New Version” banner wasn’t triggering the extension to update to the newest version as intended. Going forward, this is fixed. The Import button should now show in certain list views in Salesforce. Fixed a navigation issue when deleting a person record. Version 1.3.9Oct 23, 2024What’s NewAdded “Create Person” to our action button at the top of the extension navigation menu.Bug FixesFixed an Account linking issue that prevented a contact from synching correctly. Fixed a bug that was causing the last digit of UK phone numbers to be missing. Version 1.3.8Oct 16, 2024What’s NewAdded a new banner to alert you when a new version of the extension is available. Find out what’s new by clicking the version badge in the action pop up in your chrome bar! Rhythm tasks can now be rescheduled to a custom date.  (available for Early Access customers)Bug FixesFixed an issue for some Salesforce Classic users where tasks were not auto navigating to the correct record. Fixed a bug where some users were unable to edit tasks from the Rhythm queue. The import button should now appear correctly on Person Account pages in Salesforce. Version 1.3.7Oct 11, 2024What’s NewRhythm is here! - Early Access has started for select Salesforce customers with a gradual rollout occurring over the next few weeks. One-off Task creation is available for teams that have Rhythm tasks enabledBug FixesRemoved a Zoom alert when not connected Fixed the progress bar overlapping a search window on the Workflow screen Dialer pop out window can now be resized to a smaller default sizeVersion 1.3.6Oct 1, 2024What’s NewYou can now select a custom date when rescheduling any cadence task. New Icons and Controls were added to more easily view and manage a prospects status from the Person tab.Bug FixesFixed an issue that prevented ‘Click to call’ buttons from appearing for certain phone number formats. Version 1.3.5 Sep 25, 2024Bug FixesGeneral bug fixes and localization improvements Version 1.3.4 Sep 24, 2024What’s NewMade dropdown positioning more ergonomic in the dialer Slightly increased spacing between the sidebar buttonsBug FixesResolved an issue that was causing cadence tasks to be incorrectly completed in some cases Fix a bug where Dialer would erroneously complete previously selected call actions Fixed an issue where pop up messages were misaligned Improved number recognition for showing Salesloft Click to Call button not showing for some numbers in Salesforce Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar.  They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails.  Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an issue that caused our GCal buttons to disappear and restored items from 1.2.3Version 1.2.4 August 23, 2024Bug FixesCritical update to restore GCal functionality for some users, rolled back to version of 1.2.3 Version 1.2.3August 23, 2024 Bug FixesLocalization improvements Version 1.2.2 August 9, 2024What’s NewDialer has been improved to allow for vertical resizing.  We also improved the dropdown behavior and size to reduce the need to scroll while logging a call.Bug FixesImproved translations in email panes and action pop up Added support to disable auto complete for the LastPass extension Fixed an issue with click to call buttons not displaying on some list views in Salesforce Version 1.2.1August 1, 2024What’s NewDo Not Contact Improvements - You can now view and manage Do Not Contact status at a granular level with Do Not Email, Do Not Text or Do Not Call in addition to Do Not Contact.   Bug FixesImproved dialer window localization Version 1.2.0July 25, 2024 Bug FixesLocalization improvements  Dialer stability upgrade Fixed a reported memory leak issue Fixed an issue on the account page in Salesforce where the import button was misbehaving. Fixed an issue where inbound calls were refreshing open tabs with contact information Fixed an issue where the loft in button was not displaying correctly

Release Date: September 4,  2024 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Groove in Clari Access the full suite of Groove features directly within the Clari web app this September.  Please Note: Groove in Clari is coming mid-September, after the release date listed above. Updated Groove Logo and ColorsPrepare for an updated user experience. We’re updating the Groove logo and color palette to better align with the Clari brand.  Groove Flow Expiration Settings Set an Archive date and Last import date for Groove Flows to manage your content. Learn more.  Groove Flow Auto-Import Enhancements Restrict users from manually importing people into Groove Flows if an auto-import method is configured. Learn more. Add People to Groove Flows from SFDC Reports  Add contacts or leads from Salesforce reports to Groove Flows, right from Groove's Chrome Extension. Learn more.  Execute on Copilot via Omnibar Access Copilot calls and insights in Groove’s Omnibar, Calendar, and Notes Hub. Learn more. Please Note: Groove Conversations is sunsetting with this new integration.  Groove Actions ImprovementsIf you have not received updates to actions yet, all remaining Groove customers will receive this update through September.Here’s a quick list of the improvements to Groove Actions:Notifications for due or assigned Actions Scheduler can be inserted anywhere you’re using Actions Swap in templates anywhere you’re using Actions More flexible logging to Salesforce Reps can use any email or phone field in Salesforce to take action with a customer or prospect Logged activities now contain a consistent and uniform subjectLearn More. What’s New in Clari? Forecast ConfigurationForecast Configuration within Studio puts the power to customize your Forecast Tabs, Columns, and Queries in the hands of your admins. Tailor your Forecast Module to your unique forecasting process. Learn more. Please Note: This feature will become available to all Clari customers over the next few weeks. Expect an email with your GA date soon!  Advanced Forecasting: ConsumptionClari’s Forecast Module supports your consumption or usage-based pricing models. Contact your Account Manager to discuss your consumption or usage-based business. Learn more.  Forecast History ChartsWith forecast history, you can see historical CRM insights for forecast, quota, and read-only fields in the Forecast Module. Track performance over time and improve alignment among team members to call your number more accurately. Learn more. Admins: With forecast history, you can now see historical CRM insights for forecast, quota, and readonly fields. Additionally, support for read-only and forecast field history extends to Pulse. This will be enabled by default. To remove specific fields from your view in Pulse, uncheck them at the bottom of the chart. Quota Management EnhancementsWe’ve streamlined the process of uploading quotas to Clari, including pre-populating User IDs. Learn more. Forecast History in Export API Historical data including quotas and read-only fields will be included in the Export API.Learn more.  What’s New in Copilot? Copilot Admin Self-Service Improvements Streamline administrative tasks like user provisioning and onboarding, and integration and notification management with the latest updates to Workspace Settings. Bulk upload users, manage global notifications settings, and more. Learn more.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Channels & Conversations Platform, Data, & CRM MobileRhythm & Cadence Extend Assignment in Plays - Opportunity Owner and Record Owner’s ManagerPlays can be assigned to the Opportunity Owner and the Record Owner’s Manager for teams to configure plays that match your desired processes.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, assign the Play Task to the Opportunity Owner or the Record owner’s Manager.Add People From Account to Cadence Task TypeUsers are now able to add people from Accounts to cadences using Account-based signals from partners like G2 and Drift. This provides a higher level view of the Account and its critical happenings.Who: Plays can be created and managed by team Admins. All users can run this play type. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks are an available action within Plays configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play with an Account signal, you can choose the “Add to Cadence” task as the assigned action when a signal is received. Channels & ConversationsDialer Settings UpdatesThe Dialer Settings have been updated with a new app structure. The new structure includes a tab dedicated to Phone Numbers where you can provision and assign numbers, the Live Call Studio setting is now under General Dialer settings, and the Dialer Keypad setting is visible. Who: Admins and users with the “Manage Settings for Dialer” permission enabled for their role. Where: Settings > Communication > DialerHow: Learn more about the Dialer Settings in the Manage Team Dialer Settings article.  Disposition and Sentiment Settings UpdateThe Disposition and Sentiments Settings pages have been updated to the tabular page format similar to the other Salesloft Settings pages. The “Require dispositions/sentiments to be logged” fields are not toggles instead of the previous checkboxes. Who: Admins and users with the “Manage Dispositions and Sentiments ” permission enabled for their role. Where: Settings > Communication > Disposition and Sentiment.How: Learn more about the Disposition and Sentiment settings in the Manage Dispositions and Sentiments article.  Platform, Data, & CRMConnected Apps CleanupIn an effort to improve the connected app experience, all integrations with Salesloft must now be connected via an active user. Who: Admins and users with the “Manage Frontend Integrations” permission enabled.  Where: Settings > Administration > IntegrationsHow: Please review your Salesloft integrations and ensure they are connected via active admins. In cases where an integration is enabled via a user that is no longer active, the integration will be disconnected. This may result in an integration being disconnected unexpectedly.  Keyboard Shortcuts Introducing keyboard shortcuts. Quickly navigate to critical pages within the Salesloft desktop app without using a mouse.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Across the Salesloft platform. How: Learn more in the Salesloft Keyboard Shortcuts article.Roles and Permissions Settings UpdatesThe Roles and Permissions Setting is now known as “Roles” and it’s listed under the “Team” settings.Available Roles are listed in a new table that shows the number of users assigned to each role.The Permissions page now includes toggles and the ability to search permissions.Who: Available to Admins and users with Manage Roles & Permissions enabled for their role. Where: Settings > Team > RolesHow: Learn more in the Roles and Permissions article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App.Where:  The Salesloft Mobile App is available of iOS and Android.Rhythm on MobileYour Rhythm Dashboard is available in the Salesloft Mobile App to provide you with a consistent experience across all Salesloft platforms.This update includes the ability to create and manage one-off tasks directly in the app—such as emails or calls— directly from the mobile appWho: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Within the Salesloft Mobile AppHow: Update the mobile app to get the Rhythm Dashboard on your mobile device. Things to note: This feature is currently in feature preview.Mobile Enhancements: Keypad Visual Feedback: Adds feedback to the Dialer component in the Salesloft Mobile app to indicate when a key is pressed. This update aims to enhance the user experience for field sellers, providing clear visual confirmation of valid touch inputs Text Messenger Sent Confirmations: This feature ensures each text message sent from the Salesloft Mobile App is followed by a confirmation of success or failure. Call History - Associate Phone Numbers to Salesloft Records: Enhance the Call History feature in the Salesloft Mobile App to automatically match and display contact names and accounts for incoming call logs. This eliminates the need to manually search for contact details, logging the call, and then seeing the name and account.

On this page, we'll be highlighting the new features you'll find in Drift during the month of August. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Multi-Entity Segmentation Feature: Multi-Entity SegmentationBilling Plan Required: Multi-Entity Segmentation is available on the Premium, Advanced, and Enterprise PlansDescription: Multi-Entity Segmentation updates the Contact and Account segment builders into a unified experience that allows you to create segments that are a combination of both Account and Contact attributes.Reference Documentation: SegmentsLocation: You can access Multi-Entity Segmentation by navigating to Visitors > Segments Prospectory Activity Data in SalesloftFeature: Prospectory Activity Data in SalesloftBilling Plan Required: Prospectory Activity Data in Salesloft is available on the Premium, Advanced, and Enterprise PlansDescription: Prospectory Activity Data in Salesloft pushes Prospecting data from Drift directly into Salesloft providing a more unified selling experience for your sales reps.Location: Prospecting Activity Data from Drift can be found in the Live Feed within Rhythm or on the contact record in Salesloft.Bionic - Source Improvements & Response RefinementFeature: Source Improvements & Response RefinementBilling Plan Required: Source Improvements & Response Refinement are included with a Bionic Chatbots purchaseDescription: Source Improvements allow you to correct the source that the Bionic Chatbot is generating its responses from. Response Refinement allow you to tweak the bot's response using natural language processed directionsReference Documentation: Bionic ChatbotLocation: Source Improvements and Response Refinement can be found by navigating to Playbooks > AI Response Testing

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Salesloft Chrome Extension New Partner IntegrationsRhythmExpanded Task Types in PlaysTask Type functionality has been expanded to include integration tasks, like sending LinkedIn InMail.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license. Plays tasks can be added by a Salesloft Admin.Where: Play Tasks can be created from the Play Settings. Once initiated, Plays will appear in the Rhythm Workflow.How: Learn more about how to Create a Play and assign a play action. Channels and ConversationsAdmin Setting - Allow Users to Modify Sync SettingsAdmins can control whether or not users can modify inbound/outbound sync for their own personal Email Activity sync preferences.Who: This feature is available for users with the Essentials, Advanced, and Premier licenses.Where: Admins can enable this feature within the Admin Email Settings page.How: Admins can “Allow users to modify sync settings” via the Admin Email Settings > Email activity sync > checkbox for allowing modifications. Utilizing this feature (dis)allows individual users to enable or disable inbound/outbound sync.Platform and CRMEnhanced Account ManagementWe've improved Salesloft's Account Management settings page and backend logic to ensure that People are accurately linked with their corresponding CRM Account records, regardless of the domain value associated with those Accounts. If a Person's CRM Account ID is not populated, we no longer match People with free email domains to existing Accounts using fallback logic or create new Salesloft Accounts based on their email domain.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Enhanced Account Management is found within the Account Management settings page.Only Admins or users with Account Management permissions may update Account Management Settings.How: Learn more About Account Management. Salesforce Campaign SyncLink any Cadence in Salesloft to an active Campaign in Salesforce, create Campaign members and update Campaign member status with SFDC Campaign Sync.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: The Salesforce Campaign Sync is configured within Cadence settings.How: Learn more about Salesforce Campaign Sync.Salesloft Chrome ExtensionGlobal People Search & UI EnhancementsQuickly search for people from the extension header, along with other minor UI enhancements .Who: This feature is available for users that have downloaded the Connect for Salesloft Chrome Extension. Where: The Global People Search bar is located at the top of the Connect for Salesloft Chrome Extension.How: Click on the search bar at the top of the Connect for Salesloft Chrome Extension and type the name of the person you are searching for. Clicking on the search bar will show you your most recent searches.New Partner IntegrationsEquilarCreate Plays with Equilar executive transition signals to prompt sellers to follow up on crucial buyer activity at the most opportune moments.Who: Customers with Salesloft and Equilar, must turn on the Equilar integration.Where: Enable the integration in Equilar and create Plays in Salesloft.How: Learn more about how to enable Equilar Plays. MutinyAdd a custom tracking parameter to links included in Salesloft emails to allow Mutiny to identify prospects that click through. After identifying your prospects, Mutiny will track all of their future website activity and alert you when they are on your site.Who: Customers with Salesloft and Mutiny, must reach out to Mutiny Growth Strategist to enable.Where: Enable in Salesloft Settings > Integrations.How: Learn more about the Mutiny integration. CallHippoAutomatically log calls and SMS messages made through CallHippo in Salesloft.Who: Customers with Salesloft and CallHippo, enable in CallHippo.Where: Calls and SMS messages made in the Call Hippo extension will be logged in Salesloft.How: Learn more about the Call Hippo integration. OrumNew updates to the Orum integration share call recordings with Salesloft Conversations and allow reps to skip Salesloft tasks from the Orum app.Who: Customers with Salesloft and Orum, contact your Orum CSM to share call recordings with Salesloft.Where: Use Orum’s AI-powered sales dialer in the Orum app and automatically log activity and share recordings with Salesloft.How: Learn more about the Orum integration.