In modern sales, you use more than one piece of technology to complete your day-to-day tasks. But hopping between multiple platforms and searching for the information you need is a waste of time. Salesloft’s Connect feature solves the problem within your technology stack by letting you access and perform Salesloft functions directly from the applications you use the most.
Salesloft Connect for Salesforce brings the core Salesloft functionality into your Salesforce instance. Run your targeted Cadences, send one-off emails to Leads and Contacts, use the integrated Dialer to make calls from any page in Salesforce, or view all details on a Lead/Contact directly in the sidebar.
In this article, you will learn how to set up Connect for Salesforce and explain the features this extension offers, including:
Before you Loft emails, view Salesloft People information, and execute Cadences from your Salesforce account, you need to Download the Salesloft Chrome Extension.
Once the extension has been installed, pin it to your Chrome Browser. This will allow you to easily access Salesloft features within your Salesforce instance!
Once the extension has been downloaded, you may import records from your Salesforce account. You can import from Lead, Contact, or Accounts records. The imports can be pulled from an individual record, lists, campaigns, or reports.
To learn more about importing from Salesforce, check out the Imports from Salesforce article.
There are many Salesloft actions you can take on Lead and Contact records using Connect for Salesforce, but that’s really only the basic features available to you. The Connect for Salesforce side panel opens more of Salesloft’s core functionality within Salesforce, like viewing Salesloft Person info and running Cadences.
To access the Connect for Salesforce side panel, click on the Salesloft logo on the right-hand side of the page. The side panel will appear on the right side of your page.
The Side Panel has different icons at the top that take you to different panel pages or tabs. Select the links below to learn more about each tab. The Side Panel tabs include:
- Search: Search for People that have been imported into Salesloft.
- Open Actions: Allows you to perform Salesloft Global actions.
- Person Profile Tab: A snapshot of Salesloft information. This way you don’t need to bounce back and forth between Salesforce and the Salesloft platform. When you open the side panel, it will display the Person info of the Lead or Contact you are viewing. As you navigate through Salesforce, the sidebar will automatically display your Contact's Salesloft profile.
- Things to Note: The Lead or Contact must be imported into Salesloft for the details to appear.
- The Person Profile tab includes the following information and subtabs:
- Person Details: displays all of the familiar information available in Salesloft, including the Person’s information: Name, Title, Account, and Company Website.
- Quick Actions: Select the icons to perform any of the following:
- Book a Meeting
- Edit Person Details
- Send Email
- Call
- Mark Success
- Contact tab: Shows the Person’s contact information, including email address, available phone numbers, and other standard information available for that Contact.
- Things to Note: Contact information pulls from the completed fields of the Person’s Salesloft profile.
- Cadences tab: Displays information about Cadences a Person is on as well as their Cadence history.
- Activity tab: Record of actions taken on the Person record, like changes in the Do not contact status or marking them as success.
- Notes tab: The Notes tab does exactly what the name says: it allows you to log notes on the Person’s record in Salesloft. When you log a note, you can quickly reference it from the Notes tab, or view it under recent activity. Notes even log to your Salesforce activity history with the subject line “Note” for seamless logging and clarity across the platforms.
- Cadence Tab: Run entire Cadences straight from your Salesforce instance.
- Rhythm Tab: The Rhythm focus zone will appear under the Workflow icon in the top navigation bar. The Rhythm tab shows one off email, call, integration, and general tasks.
- Live Feed: Here you can see a complete list of activity that has been tracked within your Live Feed.
- Dialer: Allows you to open the Dialer and shows the status of the Dialer window.
Tasks create and handle one-off actions.
These events will sync to the appropriate CRM records in Salesforce to give increased visibility to other sellers and managers in the organization.
You can create one off tasks via the person record menu. Follow these steps to add a new Task from Salesforce:
- Go to a Contact record in Salesforce and open the Salesloft Side Panel.
- In the side panel, go to Person Record tab.
- In the upper right corner of the Person Record tab, click the … to open the menu. A dropdown will appear.
- Select Create Task. The Create Task window will appear.
- Fill out the task details and click Create Task.
The Task will appear in your Rhythm workflow when it’s due. You can also view upcoming Tasks in the Rhythm Workflow by setting the Rhythm filter for the appropriate “Due by” and change “Show me Tasks from” to “One-off Tasks”.
Salesloft’s Dialer lets you call from wherever you work, including your Salesforce instance. With our click-to-call function, reaching out to Leads and Contacts is even simpler. All you have to do is click the Call button next to a Person’s phone number. Once you’ve clicked Call, the Dialer functions exactly like it does in-app. You can enable LocalDial to drive higher connect rates as well as drop-in Voicemail Recordings.
Things to Note:
- Click to Call does not work when Salesforce is in accessibility mode. You can temporarily disable accessibility mode to use the click-to-dial functionality.
- It is not possible to add the button to custom phone fields in SFDC Classic because they don’t have an ID or class that can distinguish them from other custom field types.
- Manual Import must be enabled in the Team General Settings in order to add People to Salesloft via the Dialer extension if they do not already exist in Salesloft.
Before you call from your Salesforce records with ease, you need to enable the functionality. Follow these steps:
- From your Salesloft account, click your name in the upper right corner and go to your Settings.
- Click the Calls tab.
- Below Phone Settings, check the box next to Click to Call Enabled?
- Hit Save.
The Call button located next to any Salesforce phone field, allows you to click-to-call by opening the Salesloft Dialer. The click-to-call feature is available on Leads, Contacts, Accounts, and Opportunities in Salesforce Classic or Lightning.
Things to Note: Opportunities in Salesforce do not contain phone fields by default. To access the click-to-call feature within opportunities, a Salesforce admin needs to customize your Salesforce instance.
Once you click-to-call, use the Dialer just like you would within the Salesloft platform. When the call is finished, you can log the call or make a new one by clicking on the reset button at the top of the Dialer.
Connect for Salesforce allows you to leverage the power and features of Salesloft email and templates without leaving the Salesforce record. Quickly email Leads or Contacts by using a template so you use the same consistent messaging, with the added benefit of tracking metrics.
Speaking of tracking, using the Loft It feature logs and tracks your emails in Salesloft (and Salesforce).
When composing emails in Connect for Salesforce, you may add CC or BCC recipients by clicking the CC/BCC link in the upper right hand corner of the email compose pane. Enter multiple email addresses in the CC or BCC fields by separating them with a comma.
To send an email from Salesforce, follow these steps:
- Go to the Lead or Contact record.
- Click the Loft It button next to the Person’s email address. The Email Window will appear in the bottom right corner.
- Compose your message. Add templates or snippets by selecting the Insert button in the bottom right corner of the email window.
- Send the Cadence email using one of the following options:
- Send: sends the email to the Person and logs the email in Salesloft and Salesforce.
- Schedule Send: the Calendar icon will allow you to schedule the email to send later. When scheduling a step in advance, you can set the emails to go at a certain time according to your time zone or the time zone of the Person receiving the email.
- Send All: sends the emails to each Person listed on the Cadence step and logs the email in Salesloft and Salesforce.
- Schedule Send All: the Calendar icon will allow you to schedule all of the emails in the Cadence step to send at a later time. When scheduling a step in advance, you can set the emails to go at a certain time according to your time zone or the time zone of the Person receiving the email.
Insert Availability allows your to add times from your calendar when send a one-off email or Run Cadence Steps. Having this feature within Connect for Salesforce means you can add your availability without leaving your Salesforce window (and you don't have to jump between your calendar tab and your Salesforce tab!)
To insert your calendar availability, follow these steps:
- Go to the Lead or Contact record.
- Click the Loft It button next to the Person’s email address. The Email Window will appear in the bottom right corner.
- You can select Insert Availability from one of the following options:
- Calendar icon dropdown in the email editor pane
- Insert menu in the compose window
- Once you select the Insert Availability option, Calendar pop-up will appear. Enter your meeting details and select any applicable time slots. on the calendar.
- Click Insert Times. The time slots you selected on your calendar will be added to your email.
- Send the email.
