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Intro

SalesLoft is a sales engagement platform that helps users understand their customers’ needs and respond in meaningful ways. To learn more about the SalesLoft API, visit their page (https://developers.salesloft.com/ ). You connect to your SalesLoft account in the Data Center. This topic discusses the fields and menus that are specific to the SalesLoft connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

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Prerequisites

To connect to your SalesLoft account and create a DataSet, you must have a SalesLoft API key. For information about generating an API key, visit https://accounts.salesloft.com/oauth/applications.

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Connecting to Your SalesLoft Account

This section enumerates the options in the Credentials and Details panes on the SalesLoft Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your SalesLoft account. The following table describes what is needed for each field:

Field

Description

API Key

Enter your SalesLoft API key.

Once you have entered valid SalesLoft credentials, you can use the same account any time you go to create a new SalesLoft DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the SalesLoft report you want to run. The following reports are available:

Report Name

Description

Account

Returns a list of account records.

Account Stages

Returns a list of account stages.

Account Tiers

Returns a list of account tiers.

Action

Returns a list of actions.

Activity History

Returns all the customer’s past activities that are found on the Salesloft Activity Feed.

Cadence Memberships

Returns a list of cadence memberships.

Cadences

Returns a list of cadences.

Call Data Records

Returns a list of call data records.

Call Dispositions

Returns a list of call dispositions.

Call Instructions

Returns a list of call instructions.

Calls

Returns a list of calls.

Call Sentiments

Returns a list of call sentiments.

Conversations

Returns a list of all conversations.

CRM Activities

Returns a list of CRM activities.

CRM Activity Field

Returns a list of CRM activity fields.

Emails

Returns a list of emails.

Email Templates

Returns a list of email templates.

Notes

Returns a list of notes.

People

Returns a list of people.

Steps

Returns a list of steps.

Successes

Returns a list of successes.

Team Tags

Returns a list of tags used for a team.

Team Templates

Returns a list of team templates.

Transcriptions

Returns a list of conversation transcriptions.

Transcription Sentences

Returns a conversation transcription’s sentence data.

Users

Returns a list of users.

Transcription Id Selection Criteria

(Mandatory) Select the way you want to add transcription id. This option appears when you select the Transcription Sentences report.

Three options appears for this field.

  • All Transcription IDs
  • Selected Transcription IDs
  • Entered Transcription IDs

Transcription ID

(Mandatory) Select a transcription ID. This field appears when you select the Selected Transcription IDs option from the Transcription Id Selection Criteria field.

Enter Transcription ID

(Mandatory) Enter the comma separated transcription IDs. This field appears when you select the Entered Transcription IDs option from the Transcription Id Selection Criteria field.

Team Cadence

Select True if you want your “Cadences” report to include team cadences.

Shared

Select True if you want your “Cadences” report to include shared cadences.

Has Call

Select True if you want your “Call Data Records” report to ONLY include call records that include a call.

People Addable

Select True if you want your “Cadences” report to include cadences that can have people added to them.

Bounced

Select True if you want your “Emails” report to include emails that have bounced.

Do Not Contact

Select True if you want your “People” report to include people who have made a “Do not contact” request.

Can Email

Select True if you want your “People” report to include people who can be emailed even if “Do not contact” and “Contact restrictions” properties are in place.

Can Call

Select True if you want your “People” report to include people who can be called even if “Do not contact” and “Contact restrictions” properties are in place.

Due Actions

Select True if you want your “Steps” report to include steps with due actions.

Linked to Team Template

Select True if you want your “Email Templates” report to include email templates that are linked to a team template.

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is specific or relative. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is specific or relative. You select the first date in your range in Start Date .

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data from 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent days back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data from 10 days ago up until 5 days ago.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.