How to Connect Salesforce with SalesLoft (2026)

Integration Overview

SalesLoft and Salesforce have a native, first-party integration that is one of SalesLoft's core connectors. The integration provides bi-directional syncing of contacts, accounts, and opportunities between the two platforms, logs all SalesLoft engagement activity to Salesforce records, and embeds SalesLoft functionality directly within the Salesforce Lightning interface.

The integration is delivered through a combination of a Salesforce managed package and an OAuth connection configured in SalesLoft's admin settings. It is included with all SalesLoft plans and does not require third-party middleware.

What This Integration Does

The SalesLoft-Salesforce integration provides four main categories of functionality:

• Bi-directional record sync: Contacts (People in SalesLoft), accounts, and opportunities sync between both platforms, keeping data consistent without manual entry.
• Activity logging: Emails, calls, and other SalesLoft engagement activities are automatically logged as Tasks or Events on the corresponding Salesforce records.
• Cadence data in Salesforce: Information about which cadences (multi-step outreach sequences) a contact is enrolled in appears on their Salesforce record.
• SalesLoft sidebar in Lightning: A SalesLoft panel embedded in Salesforce Lightning allows reps to take SalesLoft actions (add to cadence, make a call, send an email) without leaving Salesforce.

Prerequisites

Before setting up the integration, confirm that you have:

1. A SalesLoft account with admin permissions
2. A Salesforce org (Enterprise edition or above is recommended for full API access and custom field support)
3. Salesforce System Administrator privileges for installing the managed package and configuring OAuth
4. API access enabled on your Salesforce org

Step-by-Step Setup

Step 1: Install the SalesLoft Managed Package

Log in to SalesLoft as an admin. Navigate to Settings, then CRM, then Salesforce. SalesLoft will provide a link to install the managed package in your Salesforce org. Click the link, which redirects you to Salesforce's package installation interface.

Choose the installation scope: install for all users, specific profiles, or admins only. For initial testing, admin-only installation is recommended. Click Install and wait for Salesforce to process the package. Installation typically takes a few minutes, and you will receive an email notification when complete.

The managed package installs custom objects, fields, and Lightning components that SalesLoft uses to display cadence data, activity summaries, and the embedded sidebar.

Step 2: Authorize the Salesforce Connection

Return to SalesLoft's CRM settings. Click Connect to initiate the OAuth connection with Salesforce. You will be redirected to Salesforce's login screen. Authenticate with your Salesforce admin credentials and approve the requested permissions.

SalesLoft requests permissions to read and write to contacts, leads, accounts, opportunities, tasks, and events. Use a dedicated service account or integration user for this connection rather than a personal admin account, so the connection persists even if individual team members leave.

Step 3: Configure Record Sync Settings

After connecting, configure how records sync between SalesLoft and Salesforce:

• Person-to-Contact/Lead sync: Map SalesLoft People to Salesforce Contacts or Leads. Choose whether to auto-create Salesforce records when a new Person is added to SalesLoft, or only sync People who already have matching Salesforce records.
• Account sync: Link SalesLoft Accounts to Salesforce Accounts. This is typically done by matching on company name or a custom account ID field.
• Opportunity sync: Pull Salesforce opportunity data into SalesLoft so reps can see deal context when working contacts. This sync is typically one-directional (Salesforce to SalesLoft).
• Field mapping: Map SalesLoft fields to their Salesforce counterparts. SalesLoft provides default mappings for standard fields (name, email, phone, title, company) and allows custom field mappings for any additional fields you track.

Step 4: Configure Activity Logging

In SalesLoft's CRM settings, configure how engagement activities are logged to Salesforce:

• Email logging: Emails sent through SalesLoft are logged as completed Tasks on the associated Salesforce contact or lead record. Configure which fields to populate (Subject, Description, Type) and whether to include the full email body.
• Call logging: Calls made through SalesLoft's dialer are logged as Tasks with call duration, disposition, and notes. If SalesLoft's call recording is enabled, a link to the recording can be included.
• Other activities: LinkedIn touches, social interactions, and other cadence steps can also be logged, depending on your SalesLoft configuration.

Each logged activity includes a reference back to the SalesLoft cadence and step, so managers reviewing Salesforce records can understand the outreach context.

Step 5: Set Up the SalesLoft Sidebar in Salesforce Lightning

The managed package includes a Lightning component that provides a SalesLoft sidebar within the Salesforce interface. To enable it:

1. In Salesforce Setup, open Lightning App Builder.
2. Edit the Contact, Lead, or Account record page where you want the SalesLoft sidebar to appear.
3. Drag the SalesLoft component from the components panel onto the page layout. Most teams place it in the right sidebar or as a tab component.
4. Save and activate the page layout.

The sidebar allows reps to perform SalesLoft actions directly from Salesforce, including:

• Adding a contact to a SalesLoft cadence
• Sending a one-off email via SalesLoft
• Making a call through SalesLoft's dialer
• Viewing the contact's SalesLoft activity history and cadence status

Cadence Data in Salesforce

One of the most valuable aspects of this integration is the visibility into cadence status within Salesforce. The managed package creates custom fields and related lists on Salesforce records that display:

• Active cadence name: Which cadence the contact is currently enrolled in
• Cadence step: The current step number and total steps in the cadence
• Cadence status: Whether the contact is active, paused, completed, or removed from the cadence
• Last SalesLoft activity: The most recent SalesLoft touch (email, call, or other step) and its timestamp

This information is critical for preventing outreach conflicts. Marketing teams can check cadence status before sending campaigns, and managers can see which contacts are being actively worked.

What Data Syncs and How

Limitations and Considerations

• Salesforce edition requirements: The full integration works best on Salesforce Enterprise edition and above. Professional edition may lack API access needed for some sync features, depending on your Salesforce configuration.
• API consumption: The integration consumes Salesforce API calls, particularly for teams with high email and call volumes. Each logged activity is an API call. Monitor your API usage in Salesforce Setup under System Overview.
• Sync latency: Record sync is near-real-time but not instantaneous. Changes made in SalesLoft may take a few minutes to reflect in Salesforce and vice versa. Do not rely on instant sync for time-critical workflows.
• Field mapping complexity: Custom field mappings require careful planning. If you rename or delete mapped fields in either system, the sync will break for those fields. Document your field mappings and review them when making schema changes.
• Managed package updates: SalesLoft periodically releases updates to the managed package. These updates may require manual installation in Salesforce. Subscribe to SalesLoft's release notes to stay informed about required updates.
• Lead vs. contact handling: Salesforce's lead-to-contact conversion process can cause sync issues if not configured properly. When a Salesforce lead is converted to a contact, verify that SalesLoft recognizes the new contact record and does not create a duplicate Person.

Troubleshooting Common Issues

Activities not logging to Salesforce

Verify that activity logging is enabled in SalesLoft's CRM settings. Check that the SalesLoft Person has a matching Salesforce record (activities can only log to existing records). If using a service account for the connection, ensure that account has write access to the Task and Event objects in Salesforce.

Duplicate records appearing

Review the sync rules for auto-creating records. If SalesLoft is set to create new Salesforce records for every Person, duplicates will occur when the Person already exists in Salesforce. Switch to "match existing only" mode or implement a deduplication rule.

SalesLoft sidebar not appearing in Lightning

Confirm that the managed package is installed and deployed to the relevant user profiles. In the Lightning App Builder, verify that the SalesLoft component has been added to the page layout and that the page is activated. Users may need to clear their browser cache after the layout change.