Salesloft Insights
Surface Salesloft activity and outcomes as native Salesforce dashboards.
Overview
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.
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.
Salesloft Insights is a managed Salesforce package that brings your Salesloft performance data directly into your Salesforce org as ready-to-use dashboards and reports. It is used frequently by Salesloft Salesforce customers and is now being republished on the AppExchange as part of Salesforce's managed package requirements. What It Does: Once installed, Insights for Salesloft creates pre-built dashboards inside Salesforce that surface key sales activity metrics from Salesloft—including email activity, call data, cadence outcomes, and steps due. These dashboards give sales managers and revenue operations teams a unified, real-time view of team performance without exporting data or building custom reports from scratch. Who It's For: Salesloft Insights is designed for Salesforce Admins who install and configure the package, and for Sales Managers and Revenue Operations teams who use the dashboards day-to-day to monitor performance and coach their teams. Migration Note: Existing customers using the legacy Insight from Salesloft unmanaged package will need to migrate to this new version. Salesloft will provide migration instructions and support to ensure data continuity.
Categories
- Business Needs
- SalesProductivity
- Industries
- Horizontal Product
- Personas
- AdministratorExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile