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SalesLoft 

SalesLoft is a sales engagement platform.

The following datasets are supported:

Supported datasets
CDC is supported CDC is not supported
  • Account Stages
  • Accounts
  • Actions
  • Activity Histories
  • Cadence Memberships
  • Cadences
  • Call Data Records
  • Calls
  • Conversations
  • Crm Activities
  • Email Templates
  • Emails
  • Meeting Settings
  • Notes
  • Steps
  • Successes
  • Tasks
  • Team Templates
  • Transcriptions
  • Account Tiers
  • Calendar Events
  • Call Dispositions
  • Call Instructions
  • Call Sentiments
  • Crm Activity Fields
  • Crm Users
  • Custom Fields
  • Custom Roles
  • Email Template Attachments
  • Groups
  • Imports
  • Meetings
  • Pending Emails
  • People
  • Person Stages
  • Phone Number Assignments
  • Tags
  • Team Template Attachments
  • Users

For more information about the API, see SalesLoft Platform.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

信息注释请确保您使用的帐户对要获取的表具有读取权限。

The API keys can be created at https://accounts.salesloft.com/oauth/applications.

Creating the connection

有关更多信息,请参阅连接到 SaaS 应用程序

  1. 填写所需的连接属性。
  2. 连接名称中提供连接的名称。

  3. 选择打开连接元数据以定义创建连接时的元数据。

  4. 单击创建

Connection settings
Setting Description
Data gateway

如果您的用例需要,请选择一个 Data Movement gateway

信息注释

此字段不适用于 Qlik Talend Cloud Starter 订阅,因为它不支持 Data Movement gateway。如果您有另一个订阅层并且不想使用 Data Movement gateway,请选择

有关 Data Movement gateway 的优势和需要它的用例的信息,请参阅Qlik Data Gateway - Data Movement

API Key

The key of the API.

Start Date

Start date for activity histories in the format YYYY-MM-DD.

Example: 2024-05-28.

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