How to integrate Salesforce and

SalesLoft

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Salesforce and

SalesLoft

Integration Guide

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SalesLoft & Salesforce. Better Together.

With intelligent integration, Salesforce Sync, and seamless workflows, SalesLoft is the ultimate sales machine. Monitoring and tracking sales activities is a crucial element of Salesforce’s effectiveness. Fortunately, communications sent in SalesLoft are automatically recorded as activities in Salesforce. No manual updating — just one cohesive view of activities. SalesLoft provides fifteen custom activity fields out of the box for deep insights into every activity. Including call duration, call disposition and sentiment, email activity counts, cadence identifiers, and more.

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  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
SalesLoft
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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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