This document provides instructions for using Connect for Salesforce, which integrates SalesLoft's functionality within Salesforce. It describes how users can run cadences, send one-off emails, and use an integrated dialer directly from Salesforce. It also explains how to configure the connection, view cadences and prospect profiles, send emails and place calls, and get more information on SalesLoft features.
SalesLoft company smart panels provide real-time sales intelligence directly in the company dashboard. Use the Twitter smart panel to tune into the social media presence of your target and customer accounts.
Whether you're an SDR, Account Executive or Customer Success Manager, SalesLoft Snippets allow you to easily insert dynamic, small pieces of content to personalize your emails at scale. Learn how to use snippets with this SalesLoft U Lesson.
Disposition and sentiment are powerful ways to collect the important results of your sales calling process. SalesLoft allows you to customize dispositions and sentiments and make them required before logging a call.
SalesLoft's Calls tab lets you easily see all of your sales engagement calls in one place. Use the robust filtering and sorting options to view just the calls you want to focus on, and access their recordings with a simple click.
MailChimp offers high quality services regarding email templates, themes, landing pages, ads and many more. Before you send a campaign to your customers take a one look here to how to make an email design in MailChimp. So, SparkEmail will help you to design and code of responsive email templates and integrate it with MailChimp.
One of the challenges that plaque many people in mlm opportunity is poor retention rate. When the fall-out rate is greater then your recruitment rate, your mlm business is doomed. So what's the solution?
SalesLoft company smart panels provide real-time sales intelligence directly in the company dashboard. Use the Twitter smart panel to tune into the social media presence of your target and customer accounts.
Whether you're an SDR, Account Executive or Customer Success Manager, SalesLoft Snippets allow you to easily insert dynamic, small pieces of content to personalize your emails at scale. Learn how to use snippets with this SalesLoft U Lesson.
Disposition and sentiment are powerful ways to collect the important results of your sales calling process. SalesLoft allows you to customize dispositions and sentiments and make them required before logging a call.
SalesLoft's Calls tab lets you easily see all of your sales engagement calls in one place. Use the robust filtering and sorting options to view just the calls you want to focus on, and access their recordings with a simple click.
MailChimp offers high quality services regarding email templates, themes, landing pages, ads and many more. Before you send a campaign to your customers take a one look here to how to make an email design in MailChimp. So, SparkEmail will help you to design and code of responsive email templates and integrate it with MailChimp.
One of the challenges that plaque many people in mlm opportunity is poor retention rate. When the fall-out rate is greater then your recruitment rate, your mlm business is doomed. So what's the solution?
Information About Salesloft and Salesforce Integration.pptxAwsQuality
With Connect for Salesforce, you can perform various Salesforce Salesloft Integration actions on Lead and Contact records, but those are just the basics. The Connect for Salesforce side panel allows you to access more of Salesloft’s core features in Salesforce, such as viewing Salesloft Person information and running Cadences.
Read more: https://www.awsquality.com/information-about-salesloft-and-salesforce-integration/
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
Salesforce for Outlook, a Microsoft® Outlook® Salesforce integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple Salesforce
contacts, and view Salesforce records related to the contacts and leads in your emails and events - all directly in Outlook.
Depending on your organization, you may be able to customize what you sync and the sync directions between your Outlook and Salesforce integration. Your administrator determines the level at which you can customize these settings in Salesforce.
In this guide, you’ll learn about the most essential details to get up and running with Salesforce integration for Outlook.
In most cases, organizations set up Salesforce integration for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync and the direction you sync. For example, your organization may sync only contacts and events from Salesforce to Outlook.
If your organization is set up to add email and share activities, you’ll select only the emails you want to add to the Salesforce records of your choice. Specifically, you can add an email to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity.
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special live webinar that will highlight the most exciting new release features for our nonprofit and higher education customers.
Step by Step ServiceNow Integration with Salesforce.pptxAwsQuality
You can keep teams on their platform while allowing data to be shared bi-directionally with other groups. This guide explains why a ServiceNow Integration with Salesforce is beneficial and how to choose the right tool to make it happen. The article then describes how such an integration can be configured and implemented from start to finish.
Read more here: https://www.awsquality.com/step-by-step-servicenow-integration-with-salesforce/
Jax, FL Admin Group Presents: Spring '21 Release HighlightsMarc Lester
Join us for our Salesforce Jax, FL Trailblazer Community Group Virtual Event: Spring '21 Release Highlights!
We will have Angela Moten providing some of the key highlights from the most recent Spring '21 Release that will impact most Orgs.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’21 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
#TrailblazerCommunity #SalesforceOhana
How to install hub spot and salesforce integration?AwsQuality
The HubSpot and Salesforce integration allows marketing and sales teams to exchange data between HubSpot and Salesforce smoothly and continuously, and maintain stability.
A new Lightning experience with Adam Pearless, Nimbostratus Consulting
You are no doubt aware that Salesforce have announced a brand new user interface, available with the Winter ‘16 release. Adam will give us a (lightning) quick tour of the new pages and features, and talk about why and how it makes sense for you to migrate to the ‘re-imagined platform’.
Salesforce nonprofit integration with donorbox donation formDonorbox
Donorbox has partnered with Salesforce, the world’s #1 CRM platform, to integrate with their Nonprofit Success Pack (NPSP 3).
As its name suggests, NPSP is built specifically for nonprofits. It allows you to easily analyze your donor data (names, addresses, relationships, donation frequency, etc.) and maintain positive relations with your supporters. More than 27,000 nonprofits and educational institutes are using Salesforce NPSP.
Chromcom - Salesforce Community Chrome Extension Idea PresentationShrikant Bagal
With this idea, the Salesforce community converted to the Chrome Extension so users can access it without losing their focus from their main job and it will be as simple as a click Also users can access the community from any browser tab without losing the main tab so it will increase the engagement within the community.
This extension will adhere the Salesforce security.
From Inbox to Insights Harnessing the Full Potential of Salesforce Outlook In...Damco Salesforce Services
The combination of Microsoft Outlook with Salesforce opens up a range of possibilities for businesses seeking to improve collaboration, streamline workflows, and drive success.
Explore Now: https://www.damcogroup.com/salesforce/outlook-integration
This session is dedicated to discussing the core Dos and Don'ts of cadences as well as breaking down different cadences and how they differentiate from each other. From sales to account management examples, you will definitely walk away with ideas to integrate your client's lifecycle even further.
In this webinar you will learn the following:
- How to make the most of cadence strategies
- How to optimize the different cadence types
- Why it's important to think outside the box with cadence structure
Increasing sales efficiency with SalesLoft Automation RulesSalesLoftTraining
Personalized sales engagement paired with automation rules, allows your reps to focus their energy on prospective customers and selling rather than menial, manual tasks.
n order to successfully create and utilize Automation Rules, we must first identify repetitive tasks that threaten to dominate your work day and then automate! We’ll outline the Dos and Don’ts of Automation Rules and share a few key examples.
In this webinar you will learn the following:
-How to make the most of your automation rule strategy
-How to optimize the foundation of automation rules
-Why it's important to gather feedback from your team before over automating
Information About Salesloft and Salesforce Integration.pptxAwsQuality
With Connect for Salesforce, you can perform various Salesforce Salesloft Integration actions on Lead and Contact records, but those are just the basics. The Connect for Salesforce side panel allows you to access more of Salesloft’s core features in Salesforce, such as viewing Salesloft Person information and running Cadences.
Read more: https://www.awsquality.com/information-about-salesloft-and-salesforce-integration/
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
Salesforce for Outlook, a Microsoft® Outlook® Salesforce integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple Salesforce
contacts, and view Salesforce records related to the contacts and leads in your emails and events - all directly in Outlook.
Depending on your organization, you may be able to customize what you sync and the sync directions between your Outlook and Salesforce integration. Your administrator determines the level at which you can customize these settings in Salesforce.
In this guide, you’ll learn about the most essential details to get up and running with Salesforce integration for Outlook.
In most cases, organizations set up Salesforce integration for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync and the direction you sync. For example, your organization may sync only contacts and events from Salesforce to Outlook.
If your organization is set up to add email and share activities, you’ll select only the emails you want to add to the Salesforce records of your choice. Specifically, you can add an email to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity.
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special live webinar that will highlight the most exciting new release features for our nonprofit and higher education customers.
Step by Step ServiceNow Integration with Salesforce.pptxAwsQuality
You can keep teams on their platform while allowing data to be shared bi-directionally with other groups. This guide explains why a ServiceNow Integration with Salesforce is beneficial and how to choose the right tool to make it happen. The article then describes how such an integration can be configured and implemented from start to finish.
Read more here: https://www.awsquality.com/step-by-step-servicenow-integration-with-salesforce/
Jax, FL Admin Group Presents: Spring '21 Release HighlightsMarc Lester
Join us for our Salesforce Jax, FL Trailblazer Community Group Virtual Event: Spring '21 Release Highlights!
We will have Angela Moten providing some of the key highlights from the most recent Spring '21 Release that will impact most Orgs.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’21 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
#TrailblazerCommunity #SalesforceOhana
How to install hub spot and salesforce integration?AwsQuality
The HubSpot and Salesforce integration allows marketing and sales teams to exchange data between HubSpot and Salesforce smoothly and continuously, and maintain stability.
A new Lightning experience with Adam Pearless, Nimbostratus Consulting
You are no doubt aware that Salesforce have announced a brand new user interface, available with the Winter ‘16 release. Adam will give us a (lightning) quick tour of the new pages and features, and talk about why and how it makes sense for you to migrate to the ‘re-imagined platform’.
Salesforce nonprofit integration with donorbox donation formDonorbox
Donorbox has partnered with Salesforce, the world’s #1 CRM platform, to integrate with their Nonprofit Success Pack (NPSP 3).
As its name suggests, NPSP is built specifically for nonprofits. It allows you to easily analyze your donor data (names, addresses, relationships, donation frequency, etc.) and maintain positive relations with your supporters. More than 27,000 nonprofits and educational institutes are using Salesforce NPSP.
Chromcom - Salesforce Community Chrome Extension Idea PresentationShrikant Bagal
With this idea, the Salesforce community converted to the Chrome Extension so users can access it without losing their focus from their main job and it will be as simple as a click Also users can access the community from any browser tab without losing the main tab so it will increase the engagement within the community.
This extension will adhere the Salesforce security.
From Inbox to Insights Harnessing the Full Potential of Salesforce Outlook In...Damco Salesforce Services
The combination of Microsoft Outlook with Salesforce opens up a range of possibilities for businesses seeking to improve collaboration, streamline workflows, and drive success.
Explore Now: https://www.damcogroup.com/salesforce/outlook-integration
This session is dedicated to discussing the core Dos and Don'ts of cadences as well as breaking down different cadences and how they differentiate from each other. From sales to account management examples, you will definitely walk away with ideas to integrate your client's lifecycle even further.
In this webinar you will learn the following:
- How to make the most of cadence strategies
- How to optimize the different cadence types
- Why it's important to think outside the box with cadence structure
Increasing sales efficiency with SalesLoft Automation RulesSalesLoftTraining
Personalized sales engagement paired with automation rules, allows your reps to focus their energy on prospective customers and selling rather than menial, manual tasks.
n order to successfully create and utilize Automation Rules, we must first identify repetitive tasks that threaten to dominate your work day and then automate! We’ll outline the Dos and Don’ts of Automation Rules and share a few key examples.
In this webinar you will learn the following:
-How to make the most of your automation rule strategy
-How to optimize the foundation of automation rules
-Why it's important to gather feedback from your team before over automating
Understanding what your reps are doing and, more importantly, are not doing on a daily basis is crucial for every organization. The same holds true for understanding how your prospects and customers are engaging at each and every touchpoint in the buyer's journey.
SalesLoft Advanced Reporting - User Activity MetricsSalesLoftTraining
This training will enable you to build more useful reports and dashboards in Salesforce combining your SalesLoft and Salesforce data to deliver the data you need right now!
The Buyer Journey - Closing the Gaps Using SalesLoft CadencesSalesLoftTraining
In today's world, buyers expect an exceptional customer experience from their vendors. In this webinar, SalesLoft Certified Partner, InStereo, will show us how to better understand our buyers' journeys and create a better buying experience using SalesLoft Cadences. In this training you will:
In this training you will:
* Gain insight on how to focus sales efforts on the right prospects
* Learn importance of understanding your buyers experience with your brand
* Discuss how to use Cadences to deliver a better buying experience for your customers
This webinar will help you build reports to better understand which SalesLoft Cadences, Email Templates and Channels are the most effective at driving business results.
SalesLoft's automation rules allow you to automate manual, repeatable steps in your sales process so your reps can spend more time focusing on selling. Get started implementing automation rules with this SalesLoft U Starter Kit!
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus
As part of the DOE Integrated Research Infrastructure (IRI) program, NERSC at Lawrence Berkeley National Lab and ALCF at Argonne National Lab are working closely with General Atomics on accelerating the computing requirements of the DIII-D experiment. As part of the work the team is investigating ways to speedup the time to solution for many different parts of the DIII-D workflow including how they run jobs on HPC systems. One of these routes is looking at Globus Compute as a way to replace the current method for managing tasks and we describe a brief proof of concept showing how Globus Compute could help to schedule jobs and be a tool to connect compute at different facilities.
Software Engineering, Software Consulting, Tech Lead.
Spring Boot, Spring Cloud, Spring Core, Spring JDBC, Spring Security,
Spring Transaction, Spring MVC,
Log4j, REST/SOAP WEB-SERVICES.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
AI Pilot Review: The World’s First Virtual Assistant Marketing SuiteGoogle
AI Pilot Review: The World’s First Virtual Assistant Marketing Suite
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-pilot-review/
AI Pilot Review: Key Features
✅Deploy AI expert bots in Any Niche With Just A Click
✅With one keyword, generate complete funnels, websites, landing pages, and more.
✅More than 85 AI features are included in the AI pilot.
✅No setup or configuration; use your voice (like Siri) to do whatever you want.
✅You Can Use AI Pilot To Create your version of AI Pilot And Charge People For It…
✅ZERO Manual Work With AI Pilot. Never write, Design, Or Code Again.
✅ZERO Limits On Features Or Usages
✅Use Our AI-powered Traffic To Get Hundreds Of Customers
✅No Complicated Setup: Get Up And Running In 2 Minutes
✅99.99% Up-Time Guaranteed
✅30 Days Money-Back Guarantee
✅ZERO Upfront Cost
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
May Marketo Masterclass, London MUG May 22 2024.pdfAdele Miller
Can't make Adobe Summit in Vegas? No sweat because the EMEA Marketo Engage Champions are coming to London to share their Summit sessions, insights and more!
This is a MUG with a twist you don't want to miss.
Enhancing Project Management Efficiency_ Leveraging AI Tools like ChatGPT.pdfJay Das
With the advent of artificial intelligence or AI tools, project management processes are undergoing a transformative shift. By using tools like ChatGPT, and Bard organizations can empower their leaders and managers to plan, execute, and monitor projects more effectively.
Enterprise Resource Planning System includes various modules that reduce any business's workload. Additionally, it organizes the workflows, which drives towards enhancing productivity. Here are a detailed explanation of the ERP modules. Going through the points will help you understand how the software is changing the work dynamics.
To know more details here: https://blogs.nyggs.com/nyggs/enterprise-resource-planning-erp-system-modules/
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
Large Language Models and the End of ProgrammingMatt Welsh
Talk by Matt Welsh at Craft Conference 2024 on the impact that Large Language Models will have on the future of software development. In this talk, I discuss the ways in which LLMs will impact the software industry, from replacing human software developers with AI, to replacing conventional software with models that perform reasoning, computation, and problem-solving.
Exploring Innovations in Data Repository Solutions - Insights from the U.S. G...Globus
The U.S. Geological Survey (USGS) has made substantial investments in meeting evolving scientific, technical, and policy driven demands on storing, managing, and delivering data. As these demands continue to grow in complexity and scale, the USGS must continue to explore innovative solutions to improve its management, curation, sharing, delivering, and preservation approaches for large-scale research data. Supporting these needs, the USGS has partnered with the University of Chicago-Globus to research and develop advanced repository components and workflows leveraging its current investment in Globus. The primary outcome of this partnership includes the development of a prototype enterprise repository, driven by USGS Data Release requirements, through exploration and implementation of the entire suite of the Globus platform offerings, including Globus Flow, Globus Auth, Globus Transfer, and Globus Search. This presentation will provide insights into this research partnership, introduce the unique requirements and challenges being addressed and provide relevant project progress.
Listen to the keynote address and hear about the latest developments from Rachana Ananthakrishnan and Ian Foster who review the updates to the Globus Platform and Service, and the relevance of Globus to the scientific community as an automation platform to accelerate scientific discovery.
Understanding Globus Data Transfers with NetSageGlobus
NetSage is an open privacy-aware network measurement, analysis, and visualization service designed to help end-users visualize and reason about large data transfers. NetSage traditionally has used a combination of passive measurements, including SNMP and flow data, as well as active measurements, mainly perfSONAR, to provide longitudinal network performance data visualization. It has been deployed by dozens of networks world wide, and is supported domestically by the Engagement and Performance Operations Center (EPOC), NSF #2328479. We have recently expanded the NetSage data sources to include logs for Globus data transfers, following the same privacy-preserving approach as for Flow data. Using the logs for the Texas Advanced Computing Center (TACC) as an example, this talk will walk through several different example use cases that NetSage can answer, including: Who is using Globus to share data with my institution, and what kind of performance are they able to achieve? How many transfers has Globus supported for us? Which sites are we sharing the most data with, and how is that changing over time? How is my site using Globus to move data internally, and what kind of performance do we see for those transfers? What percentage of data transfers at my institution used Globus, and how did the overall data transfer performance compare to the Globus users?
Into the Box Keynote Day 2: Unveiling amazing updates and announcements for modern CFML developers! Get ready for exciting releases and updates on Ortus tools and products. Stay tuned for cutting-edge innovations designed to boost your productivity.
Top Features to Include in Your Winzo Clone App for Business Growth (4).pptxrickgrimesss22
Discover the essential features to incorporate in your Winzo clone app to boost business growth, enhance user engagement, and drive revenue. Learn how to create a compelling gaming experience that stands out in the competitive market.
2. Be more productive,
efficient, and effective no
matter where you are!
Connect for Salesforce adds a
powerful upgrade to Salesforce’s
functionality.
You can take action on a lead or
contact from right inside Salesforce
with all the SalesLoft functionality
you know and love.
3. In this lesson you will learn how
to use Connect for Salesforce in
the following ways:
● Run your targeted cadences
● Send one off emails
● Use the integrated dialer
4. To get started you may need to get the latest
version of our Chrome extension. In order to do
this just uninstall and reinstall the SalesLoft
Chrome Extension. Start by going to the settings
from your browser page.
Click on the trashcan icon
to remove the extension
Then log back into SalesLoft, go to the
Download tab in Settings to reinstall the
Chrome extension.
5. Configure your connection within SalesLoft. Only
Admins have access to configure.
Under Team Settings go to Connect Settings, and
select the user(s) then click the pug icon at the top
to enable or disable
6. When you log into Salesforce
you will see a SalesLoft Icon.
Click this icon to open the
Cadence sidebar.
7. When you click the SalesLoft logo you will
see all of your Cadences. You have the ability
to filter by Cadence or Step type.
Hover over the step you want to run and the
run step button will appear.
8. Hover over the prospects name to
view their Salesforce or SalesLoft
profile. You can skip the prospect
from the step or remove them from
the Cadence. You can also sort your
steps.
The Salesforce profile will
update as you move from
prospect to prospect.
You can send all of the emails
at once or you can schedule a
time for the emails to be sent.
9. When clicking on the Person Icon you
have the ability to view all the details
of person directly in SalesForce
You can mark a person as a
success or edit their
information.
You have the ability to
change their Cadence stage
create tags and mark as do
not contact.
10. When clicking on the Person Icon you have
the ability to also view:
● The Cadences this person is a part of
● Add them to a new Cadence
● Remove them from this Cadence
● Set a new due
11. Click the Loft It button to send a one off
email to your leads and contacts. Click
the calendar icon to send it at a later
time. This will be tracked in SalesLoft.
12. Click the Call button to place and log
a call from Salesforce and it will be
tracked in SalesLoft.
Pro tip: If person is not imported into
SalesLoft the call will not be tracked.
13. Replace with an appropriate
screenshot!
With SalesLoft Connect for
Salesforce, you have all the features
and functionality of SalesLoft,
directly within Salesforce.
● Run your targeted cadences
● Send one off emails
● Use the integrated dialer
14. Learn more about how to make the most of SalesLoft at
learn.salesloft.com
