Salesloft Integration Overview
The Salesloft integration allows you to run highly targeted person-based ads that align closely with the progress of prospects as they move through Salesloft Cadences.
Data Access Details
The integration between Supercadence and Salesloft provides access to key data points essential for building and managing audiences. Below is a detailed breakdown of the data accessed and how it is used:
1. Cadences
Data Scope: All non-archived cadences.
Purpose: Selecting Cadence to support with person-based ads (Supercadence)
Attributes Accessed:
Cadence_id: Unique identifier for each cadence.Name: Name of the cadence.
2. Prospects
Data Scope: Prospects active in the selected Cadence
Purpose: Matching and targeting prospects for ads
Attributes Accessed:
Person_id: Unique identifier for each Salesloft prospect.First_name: First name of the prospect.Last_name: Last name of the prospect.Email address: Prospect’s email address.Title: Job title of the prospect.Account_id: Unique identifier for the prospect’s account.
3. Accounts
Data Scope: Accounts associated with the synced prospects.
Purpose: Matching and targeting prospects for ads
Attributes Accessed:
Account_id: Unique identifier for the account.Name: Name of the account.
4. Users
Data Scope: Active users
Purpose: Segmenting audience by assigned sales reps
Attributes Accessed:
User_id: Unique identifier for each Salesloft user.Name: Display name of the user.Email: User’s email address.
5. Actions
Data Scope: Actions related to selected Cadences with status "In Progress."
Purpose: Tracking a prospect's position on specific day within a Cadence to enable ad changes throughout a Cadence
Attributes Accessed:
Action_id: Unique identifier for each action.User_id: Identifier for the user assigned to execute the cadence step.Person_id: Identifier for the related prospect.Step_id: Identifier for the Cadence step.
Required Permissions for Integration User
To ensure successful synchronization of data, the integration user must be assigned the Admin role in Salesloft. This permission level provides access to all necessary data and functionality required for the integration.