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

Ask the user:

What area of Salesloft do you need help with?
- A) Cadence — multi-channel outbound sequences (route to
```
/sales-cadence
```
  )
- B) Rhythm — AI-prioritized daily workflow and signals
- C) Conversations — call recording, transcription, coaching (route to
```
/sales-call-review
```
  for call reviews)
- D) Deals — pipeline visibility and deal management (route to
```
/sales-deal-inspect
```
  for deal analysis)
- E) Forecast — revenue forecasting and pipeline coverage (route to
```
/sales-forecast
```
  )
- 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
What's your role?
- A) Sales rep / AE / BDR
- B) Sales manager / team lead
- C) RevOps / Sales Ops
- D) Admin / IT
- E) Other
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, data 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 --skills 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:

Step-by-step instructions — numbered steps to accomplish their goal in Salesloft
Configuration recommendations — specific settings to change, with where to find them in the Salesloft UI (Settings > [section] > [page])
Common pitfalls — what can go wrong and how to avoid it
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 --skills 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.

Examples

Example 1: Rhythm configuration

User says: "How do I set up Rhythm signals to prioritize inbound leads?" Skill does:

Identifies this as a Rhythm configuration question
Provides step-by-step instructions for signal weighting in Settings > Rhythm
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:

Identifies this as an Admin/CRM sync issue
Walks through sync settings, field mapping, and conflict resolution
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:

Verify your OAuth token is valid and not expired
Check API rate limits — 600 requests/minute per user
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.

sales-salesloft

NPX Install

Tags

SKILL.md Content