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Salesloft Insights
Surface Salesloft activity and outcomes as native Salesforce dashboards.
- Industries
- Horizontal Product
- Business Need
- SalesProductivity
- Requires
- Sales Cloud
- AppExchange Partner Products
- Compatible With
- Sales Cloud
Salesloft Insights provide pre-built Salesforce dashboards that surface Salesloft activity data, outcomes, and attribution directly in your Salesforce org. Give sales leaders and admins a unified view of team performance without leaving Salesforce.
Highlights
Pre-Built Salesforce Dashboards — Installs a pre-built set of Salesforce dashboards and reports that connect Salesloft activity and Cadence data to revenue outcomes.
Custom Field Creation — The package creates 27 custom fields across Activity, Contact, Account, and Opportunity objects, along with two Permission Sets to ensure proper field-level security.
Automated Flows - The package also includes Autolaunched Flows which automate the attribution of Cadence activity data to Opportunity records.
Activity & Outcome Reporting — Track emails, calls, meetings, and cadence activity by user, account, or team with native Salesforce reporting tools.
Steps Due Today by User — Built-in report showing each rep's pending Salesloft steps, helping managers stay ahead of pipeline activity.
Attribution Data in Salesforce — Connect Salesloft activity data to Salesforce records to understand which outreach drives pipeline and revenue.
Admin-Controlled Installation — Package is installed and managed by a Salesforce Admin, with visibility shared across the org based on standard Salesforce permissions.
Seamless Integration with the Salesloft Data Sync — Works in concert with the Salesloft Data Sync app to ensure synced data flows into dashboard reports automatically.
Provider Details
Salesloft
3405 Piedmont Road Suite 250
Salesloft powers durable revenue growth for the world's most demanding companies. Salesloft's industry-leading Revenue Orchestration Platform uses purpose-built AI to help market-facing teams prioritize and take action on what matters most, from first touch to expansion and renewal.
Pricing Details
Free
You can fully use this solution without payment.