--- name: sales-salesloft description: "Salesloft platform help — config, Rhythm, Conversations, Deals, Forecast, Analytics, Drift, integrations, admin, API. Use when Salesloft settings aren't configured right, Rhythm signals feel noisy or unhelpful, Analytics dashboards don't show what you need, Drift chatbots aren't converting, or Salesloft integrations are broken. Do NOT use for building cadences (use /sales-cadence), reviewing calls (use /sales-call-review), inspecting deals (use /sales-deal-inspect), or forecasting (use /sales-forecast)." argument-hint: "[describe what you need help with in Salesloft]" license: MIT version: 1.0.0 tags: [sales, outbound, engagement, crm, platform] github: "https://github.com/SalesLoft" --- # Salesloft Platform Help Help the user with Salesloft platform questions — from configuration and Rhythm signals through Analytics dashboards, Drift chatbots, and integrations. ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated knowledge. Ask the user: 1. **What area of Salesloft do you need help with?** - A) Cadence — multi-channel outbound sequences (hand off: `/sales-cadence {your question}`) - B) Rhythm — AI-prioritized daily workflow and signals - C) Conversations — call recording, transcription, coaching (for call reviews, hand off: `/sales-call-review {your question}`) - D) Deals — pipeline visibility and deal management (for deal analysis, hand off: `/sales-deal-inspect {your question}`) - E) Forecast — revenue forecasting and pipeline coverage (hand off: `/sales-forecast {your question}`) - F) Analytics — reporting, dashboards, team performance - G) Drift — chatbots, live chat, conversational marketing - H) Admin — user management, settings, permissions, SSO - I) Integrations — CRM sync, API, webhooks, third-party tools - J) Something else — describe it 2. **What's your role?** - A) Sales rep / AE / BDR - B) Sales manager / team lead - C) RevOps / Sales Ops - D) Admin / IT - E) Other 3. **What are you trying to accomplish?** (describe your specific goal or question) Note: If the user needs one of the specialized skills (Cadence, call review, deal inspection, forecasting), route them there with a brief explanation of why that skill is a better fit. ## Step 2 — Route or answer directly If the request maps to a specialized skill, route: - Cadence/sequence building → `/sales-cadence` - Call review/coaching → `/sales-call-review` - Deal health/risk analysis → `/sales-deal-inspect` - Revenue forecasting → `/sales-forecast` Otherwise, answer directly from platform knowledge using the reference below. ## Step 3 — Salesloft platform reference Provide module-by-module guidance based on the user's area: ### Rhythm - **What it is**: AI-powered workflow engine that prioritizes daily seller actions based on buyer signals - **Key concepts**: Rhythm signals, plays, focus zone, signal prioritization, Rhythm sidebar - **Common configs**: Signal weighting, play creation, automation rules, Rhythm integration with Cadence - **Metrics**: Signal-to-action rate, tasks completed, pipeline influenced by Rhythm - **Best practices**: Trust the AI prioritization, customize signal weights for your sales motion, review Rhythm analytics weekly ### Analytics - **What it is**: Built-in reporting and dashboards for team and individual performance - **Key concepts**: Standard reports, custom reports, dashboard builder, team analytics, activity metrics - **Common reports**: Activity leaderboard, cadence performance, pipeline creation, conversion rates, call metrics - **Common configs**: Custom report builder, scheduled reports, export settings, team vs. individual views - **Best practices**: Set up weekly automated reports, track leading indicators (activities) not just lagging (revenue), benchmark reps against team averages ### Drift (Conversational Marketing) - **What concepts**: Chatbots, playbooks, live chat, meeting scheduling, site visitor identification - **Common configs**: Bot playbook builder, routing rules, meeting calendar integration, ABM targeting, Fastlane for qualified leads - **Metrics**: Conversations started, meetings booked via chat, bot deflection rate, response time - **Best practices**: Use ABM targeting for high-value accounts, keep bot flows under 4 steps, always offer human handoff, A/B test opening messages ### Admin & Settings - **User management**: Roles, permissions, teams, hierarchies - **CRM sync**: Salesforce/HubSpot sync settings, field mapping, conflict resolution, sync frequency - **SSO**: SAML configuration, provisioning - **Data management**: Import/export, duplicate management, data hygiene - **Common issues**: Sync conflicts, permission errors, API rate limits ### Salesloft data model Core entities in the Salesloft platform — understand these to navigate the UI, build reports, and work with the API: | Entity | What it represents | Key relationships | |---|---|---| | **Person** | An individual prospect or contact | Belongs to an Account, can be enrolled in Cadences | | **Account** | A company or organization | Has many People, can have Cadences targeting it | | **Cadence** | A multi-step outbound sequence | Has Cadence Memberships (enrollments) | | **Cadence Membership** | A Person's enrollment in a Cadence | Links Person to Cadence with step/status tracking | | **User** | A Salesloft user (rep, manager, admin) | Owns People, Accounts, Cadences | | **Contact** | A person record synced from CRM | Maps to Person in Salesloft | | **Email** | A sent email tracked in Salesloft | Linked to Person, Cadence step, and User | | **Call** | A logged or recorded call | Linked to Person and User, feeds Conversations | | **Note** | A note attached to a Person or Account | Created by User | | **Team Meeting** | A scheduled meeting | Linked to People and Users | | **Do Not Contact** | An opt-out record | Blocks a Person from receiving outreach | ### Integrations & API - **Native integrations**: Salesforce, HubSpot, Slack, LinkedIn Sales Navigator, Drift, calendar sync - **API basics**: REST API, authentication (OAuth 2.0), rate limits, common endpoints - **Webhooks**: Available events, payload structure, retry logic - **Common use cases**: CRM sync customization, custom reporting, workflow automation, datan enrichment ### Salesloft API reference For detailed API documentation including endpoints, rate limits, webhooks, and automation patterns, consult `references/api-reference.md`. **Quick reference**: Base URL `https://api.salesloft.com/v2`, OAuth 2.0 auth, 600 req/min rate limit. Full docs: https://developers.salesloft.com/ ### Using Membrane for direct Salesloft access If you want Claude to interact with Salesloft directly (list people, get cadences, create records), install the Membrane Salesloft skill: ```bash npx skills add membranedev/application-skills --skill salesloft ``` This gives Claude hands-on API access through pre-built actions with authentication and error handling built in. Use it when you need to: - Pull live data from Salesloft (people, accounts, cadences, emails, calls) - Create or update records without leaving the terminal - Automate workflows that touch Salesloft data The Membrane skill handles auth, pagination, and rate limits automatically — prefer it over raw API calls when possible. ### Conversations - **What it is**: Call recording, transcription, and conversation intelligence - **Key concepts**: Call recording, AI transcription, talk-to-listen ratio, topic detection, coaching playlists - **Common configs**: Recording consent settings, transcription language, keyword tracking, coaching playlist setup - **Best practices**: Create coaching playlists by topic/methodology, review calls with highest/lowest scores, use topic detection for competitive intel ### Deals - **What it is**: Pipeline visibility and deal management with CRM sync - **Key concepts**: Deal board, deal health scores, pipeline views, deal gaps, activity timeline - **Common configs**: Deal stage mapping, health score criteria, pipeline views, required fields per stage - **Best practices**: Review deal board weekly, address gaps flagged by health scores, ensure CRM sync is bidirectional ### Forecast - **What it is**: Revenue forecasting with rollup, submission, and AI-assisted predictions - **Key concepts**: Forecast categories (commit/best case/pipeline/omit), rollup hierarchy, submission workflow, AI forecast - **Common configs**: Category definitions, submission cadence, rollup rules, override permissions - **Best practices**: Submit forecasts weekly, use AI forecast as a benchmark, document override reasons ## Step 4 — Actionable guidance Based on the user's specific question: 1. **Step-by-step instructions** — numbered steps to accomplish their goal in Salesloft 2. **Configuration recommendations** — specific settings to change, with where to find them in the Salesloft UI (Settings > [section] > [page]) 3. **Common pitfalls** — what can go wrong and how to avoid it 4. **Verification** — how to confirm the change worked as expected ## Step 5 — Related skills Point to related skills based on what they asked about: - `/sales-cadence` — Design and optimize multi-channel outbound cadences - `/sales-call-review` — Review sales calls and extract coaching insights - `/sales-deal-inspect` — Inspect individual deal health and identify risks - `/sales-forecast` — Build and validate revenue forecasts - `/sales-outreach` — General outreach message writing (not Salesloft-specific) - `/sales-pipeline` — Portfolio-level pipeline management and deal prioritization - `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do` ## Gotchas - **Don't confuse Salesloft "Cadence" with a generic sales cadence concept.** Salesloft Cadence is a specific product feature with its own data model (Cadence Memberships, Steps, etc.). When the user says "cadence," clarify whether they mean the Salesloft feature or the general concept of a multi-touch sequence. - **Don't recommend deprecated API v1 endpoints.** The current Salesloft API is v2 (`api.salesloft.com/v2`). Claude defaults to v1 patterns from older training data — always use v2. - **Don't assume all Salesloft orgs have Drift enabled.** Drift is a separate product that was acquired and integrated. Many Salesloft customers don't have it. Ask before referencing Drift features. - **Don't confuse Salesloft Deals with CRM Opportunities.** Deals in Salesloft are synced *from* the CRM — they are not the source of truth. Changes should usually be made in the CRM, not in Salesloft Deals directly. - **Don't suggest Rhythm configurations that don't exist.** Signal weighting and play creation have specific options in the UI — don't invent settings or suggest configurations that aren't available in the current product. - **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date. ## Examples ### Example 1: Rhythm configuration **User says**: "How do I set up Rhythm signals to prioritize inbound leads?" **Skill does**: 1. Identifies this as a Rhythm configuration question 2. Provides step-by-step instructions for signal weighting in Settings > Rhythm 3. Recommends best practices for inbound vs. outbound signal priority **Result**: User has configured Rhythm signals with recommended weighting ### Example 2: CRM sync troubleshooting **User says**: "My Salesloft-Salesforce sync keeps creating duplicates" **Skill does**: 1. Identifies this as an Admin/CRM sync issue 2. Walks through sync settings, field mapping, and conflict resolution 3. Identifies common duplicate causes and fixes **Result**: User has diagnosed and resolved the duplicate creation issue ## Troubleshooting ### Salesloft MCP not connecting If using the Membrane Salesloft skill and connections fail: 1. Verify your OAuth token is valid and not expired 2. Check API rate limits — 600 requests/minute per user 3. Ensure the Membrane CLI is authenticated: `membrane login --tenant` ### CRM sync conflicts **Symptom**: Records overwritten or duplicated between Salesloft and CRM **Cause**: Bidirectional sync with conflicting field mappings **Solution**: Review Settings > CRM Sync > Field Mapping. Set conflict resolution to "CRM wins" for fields your CRM owns, "Salesloft wins" for activity data. ### Rhythm signals not appearing **Symptom**: Focus zone is empty despite active cadences and deals **Cause**: Signal sources not connected or signal weights set to zero **Solution**: Check Settings > Rhythm > Signal Sources. Ensure Cadence, Deals, and email tracking are enabled.