sales-salesloft

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

Salesloft Platform Help

Salesloft平台帮助

Help the user with Salesloft platform questions — from configuration and Rhythm signals through Analytics dashboards, Drift chatbots, and integrations.

为用户解答Salesloft平台相关问题——从配置设置、Rhythm信号分析，到Analytics仪表板搭建、Drift聊天机器人管理及集成功能调试。

Step 1 — Gather context

步骤1 — 收集上下文信息

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.

询问用户以下问题：

你需要Salesloft哪个模块的帮助？
- A) Cadence — 多渠道外呼序列（请跳转至
```
/sales-cadence
```
  ）
- B) Rhythm — AI优先级排序的日常工作流与信号
- C) Conversations — 通话录制、转录、辅导（通话复盘请跳转至
```
/sales-call-review
```
  ）
- D) Deals — 销售管道可见性与客户机会管理（客户机会分析请跳转至
```
/sales-deal-inspect
```
  ）
- E) Forecast — 营收预测与管道覆盖分析（请跳转至
```
/sales-forecast
```
  ）
- F) Analytics — 报表、仪表板、团队绩效分析
- G) Drift — 聊天机器人、在线客服、对话营销
- H) Admin — 用户管理、设置、权限、SSO
- I) Integrations — CRM同步、API、Webhooks、第三方工具集成
- J) 其他 — 请描述具体需求
你的角色是什么？
- A) 销售代表/AE/BDR
- B) 销售经理/团队主管
- C) RevOps/Sales Ops
- D) 管理员/IT人员
- E) 其他
你想要达成什么目标？（描述具体需求或问题）

注意：如果用户的需求属于特定技能模块（Cadence、通话复盘、客户机会分析、营收预测），请引导至对应模块，并简要说明该模块更适合其需求的原因。

Step 2 — Route or answer directly

步骤2 — 引导跳转或直接解答

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.

如果请求对应特定技能模块，引导跳转：

销售序列创建 →
```
/sales-cadence
```
通话复盘/辅导 →
```
/sales-call-review
```
客户机会健康度/风险分析 →
```
/sales-deal-inspect
```
营收预测 →
```
/sales-forecast
```

否则，直接根据平台知识库为用户解答。

Step 3 — Salesloft platform reference

步骤3 — Salesloft平台参考指南

Provide module-by-module guidance based on the user's area:

根据用户需求的模块提供针对性指导：

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

功能介绍：AI驱动的工作流引擎，可根据客户信号优先排序销售代表的日常任务
核心概念：Rhythm信号、销售剧本、聚焦区域、信号优先级、Rhythm侧边栏
常见配置：信号权重设置、销售剧本创建、自动化规则、Rhythm与Cadence集成
关键指标：信号转化率、完成任务数、Rhythm影响的销售管道
最佳实践：信任AI优先级排序、针对销售场景自定义信号权重、每周查看Rhythm分析数据

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

功能介绍：内置的报表与仪表板工具，用于团队与个人绩效分析
核心概念：标准报表、自定义报表、仪表板构建器、团队分析、活动指标
常用报表：活动排行榜、Cadence绩效、销售管道创建、转化率、通话指标
常见配置：自定义报表构建、定时报表、导出设置、团队/个人视图切换
最佳实践：设置每周自动发送报表、跟踪领先指标（活动量）而非仅滞后指标（营收）、以团队平均值为基准对比代表绩效

Drift (Conversational Marketing)

Drift（对话营销）

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

核心概念：聊天机器人、剧本、在线客服、会议预约、网站访客识别
常见配置：机器人剧本构建器、路由规则、会议日历集成、ABM目标定位、高价值线索快速通道
关键指标：对话发起数、通过聊天预约的会议数、机器人分流率、响应时间
最佳实践：针对高价值客户使用ABM定位、机器人流程控制在4步以内、始终提供人工转接选项、A/B测试开场消息

Admin & Settings

管理后台与设置

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

用户管理：角色、权限、团队、层级结构
CRM同步：Salesforce/HubSpot同步设置、字段映射、冲突解决、同步频率
SSO：SAML配置、用户预配
数据管理：导入/导出、重复数据管理、数据清洁
常见问题：同步冲突、权限错误、API速率限制

Salesloft data model

Salesloft数据模型

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

Salesloft平台的核心实体——理解这些实体有助于操作UI、构建报表及使用API：

Entity	功能描述	核心关联关系
Person	单个潜在客户或联系人	隶属于某个Account，可加入Cadences
Account	公司或组织	包含多个Person，可设置针对该Account的Cadences
Cadence	多步骤外呼序列	包含Cadence Memberships（加入记录）
Cadence Membership	联系人加入Cadence的记录	关联Person与Cadence，跟踪步骤/状态
User	Salesloft用户（代表、经理、管理员）	拥有Person、Account、Cadences的所有权
Contact	从CRM同步的联系人记录	与Salesloft中的Person映射
Email	Salesloft中追踪的已发送邮件	关联Person、Cadence步骤与User
Call	已记录或已录入的通话	关联Person与User，数据同步至Conversations
Note	附加在Person或Account上的备注	由User创建
Team Meeting	已预约的团队会议	关联People与Users
Do Not Contact	退订记录	阻止Person接收外呼消息

Integrations & API

集成与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

原生集成：Salesforce、HubSpot、Slack、LinkedIn Sales Navigator、Drift、日历同步
API基础：REST API、认证（OAuth 2.0）、速率限制、常用端点
Webhooks：可用事件、负载结构、重试逻辑
常见用例：CRM同步自定义、自定义报表、工作流自动化、数据 enrichment

Salesloft API reference

Salesloft API参考

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/

如需详细的API文档（包括端点、速率限制、Webhooks、自动化模式），请查阅

references/api-reference.md

。

快速参考：基础URL

https://api.salesloft.com/v2

，OAuth 2.0认证，速率限制为600请求/分钟。完整文档：https://developers.salesloft.com/

Using Membrane for direct Salesloft access

使用Membrane直接访问Salesloft

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.

如果希望Claude直接与Salesloft交互（列出联系人、获取Cadences、创建记录），请安装Membrane Salesloft技能：

bash

npx skills add membranedev/application-skills --skills salesloft

这将为Claude提供通过预构建操作直接访问API的权限，内置认证与错误处理功能。适用于以下场景：

从Salesloft拉取实时数据（联系人、客户、Cadences、邮件、通话）
无需离开终端即可创建或更新记录
自动化涉及Salesloft数据的工作流

Membrane技能会自动处理认证、分页与速率限制——可能的话，优先使用该技能而非直接调用API。

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

功能介绍：通话录制、转录与对话智能分析
核心概念：通话录制、AI转录、说话/倾听比率、主题检测、辅导播放列表
常见配置：录制同意设置、转录语言、关键词跟踪、辅导播放列表设置
最佳实践：按主题/方法论创建辅导播放列表、复盘得分最高/最低的通话、使用主题检测获取竞争情报

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

功能介绍：销售管道可见性与客户机会管理，支持CRM同步
核心概念：客户机会看板、健康得分、管道视图、机会缺口、活动时间线
常见配置：客户阶段映射、健康得分标准、管道视图、各阶段必填字段
最佳实践：每周查看客户机会看板、处理健康得分标记的缺口、确保CRM同步为双向

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

功能介绍：营收预测，支持汇总、提交与AI辅助预测
核心概念：预测类别（承诺/最佳情况/管道/排除）、汇总层级、提交流程、AI预测
常见配置：类别定义、提交周期、汇总规则、覆盖权限
最佳实践：每周提交预测、将AI预测作为基准、记录覆盖原因

Step 4 — Actionable guidance

步骤4 — 可执行指导

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

根据用户的具体问题：

分步说明——完成目标的编号步骤
配置建议——具体的设置修改，以及在Salesloft UI中的位置（设置 > [模块] > [页面]）
常见陷阱——可能出现的问题及避免方法
验证方法——如何确认修改生效

Step 5 — Related skills

步骤5 — 相关技能

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
```

根据用户需求推荐相关技能：

```
/sales-cadence
```
— 设计与优化多渠道外呼序列
```
/sales-call-review
```
— 复盘销售通话并提取辅导见解
```
/sales-deal-inspect
```
— 分析单个客户机会的健康度与风险
```
/sales-forecast
```
— 构建与验证营收预测
```
/sales-outreach
```
— 通用外呼消息撰写（非Salesloft专属）
```
/sales-pipeline
```
— 组合级销售管道管理与客户机会优先排序
```
/sales-do
```
— 不确定使用哪个技能？该路由可将任何销售目标匹配到合适的技能。安装命令：
```
npx skills add sales-skills/sales --skills sales-do
```

Gotchas

注意事项

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.

不要混淆Salesloft的「Cadence」与通用销售序列概念。Salesloft Cadence是特定的产品功能，拥有独立的数据模型（Cadence Memberships、Steps等）。当用户提到「cadence」时，请明确其指的是Salesloft功能还是通用的多触点序列概念。
不要推荐已弃用的API v1端点。当前Salesloft API为v2版本（
```
api.salesloft.com/v2
```
）。Claude的训练数据可能包含v1模式，请始终使用v2版本。
不要假设所有Salesloft组织都启用了Drift。Drift是被收购后集成的独立产品，许多Salesloft客户并未启用。在提及Drift功能前请先确认。
不要混淆Salesloft Deals与CRM机会。Salesloft中的Deals是从CRM同步而来的——并非数据源。通常应在CRM中修改数据，而非直接在Salesloft Deals中修改。
不要建议不存在的Rhythm配置。信号权重与销售剧本创建在UI中有特定选项——请勿虚构设置或建议当前产品不支持的配置。

Examples

示例

Example 1: Rhythm configuration

示例1：Rhythm配置

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

用户提问：「如何设置Rhythm信号以优先处理 inbound 线索？」 技能处理：

识别为Rhythm配置问题
提供在设置 > Rhythm中配置信号权重的分步说明
推荐inbound与outbound信号优先级的最佳实践结果：用户已按推荐权重配置Rhythm信号

Example 2: CRM sync troubleshooting

示例2：CRM同步故障排查

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

用户提问：「我的Salesloft-Salesforce同步不断创建重复数据」 技能处理：

识别为管理后台/CRM同步问题
引导查看同步设置、字段映射与冲突解决
识别重复数据的常见原因并提供修复方法结果：用户已诊断并解决重复数据问题

Troubleshooting

故障排查

Salesloft MCP not connecting

Salesloft MCP连接失败

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
```

如果使用Membrane Salesloft技能时连接失败：

验证OAuth令牌有效且未过期
检查API速率限制——每个用户600请求/分钟
确保Membrane CLI已认证：
```
membrane login --tenant
```

CRM sync conflicts

CRM同步冲突

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.

症状：Salesloft与CRM之间的记录被覆盖或重复原因：双向同步存在字段映射冲突 解决方案：查看设置 > CRM同步 > 字段映射。对于CRM管理的字段，将冲突解决设置为「CRM优先」；对于活动数据，设置为「Salesloft优先」。

Rhythm signals not appearing

Rhythm信号不显示

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.

症状：尽管有活跃的Cadences与客户机会，聚焦区域仍为空原因：信号源未连接或信号权重设为0 解决方案：查看设置 > Rhythm > 信号源。确保已启用Cadence、Deals与邮件跟踪。",