Purpose: Configuring Salesloft or UserGems has two important benefits:

1. It allows UserGems to push templated cadences directly to your Salesloft so you don’t need to build messaging from scratch
2. It allows for UserGems to automatically add Contacts directly to the right cadence‍

Steps:

1. Connect Admin Salesloft User

→ this will give UserGems the API access we need to create cadences and add records to cadences‍

2. Map 'UG - Past Company'

‍->  pull in the contact’s past company to Salesloft automatically 

• Click your initials or photo in the top right -> click "Settings" → click “Field Configuration” → click “+ Create Custom Field"
• Map the following for contacts, leads, or both (depending on what you’re using) 
  • Salesloft field name: UG - Past Company
  • Field type: Text
  • Check the “Map to CRM” contact and/or lead check-box depending on your setup
  • CRM Contact/Lead Field Name, search and select “UG - Past Company”
  • Direction = Salesloft ← CRM 

‍3. Ensure Salesforce & Salesloft Sync is Configured

→ this ensures UserGems contacts/leads will be synced to Salesloft

• Click your initials or photo in the top right -> click “Settings” → click “CRM Sync” → on the “settings” page make sure the “Linking People” section is set to pull in leads/contacts

‍

Click the “Sync Management” tab at the top of the page → make sure data is enabled to sync bi-directionally between Salesloft and Salesforce.

‍

Create an automation to add UserGems contacts in Salesforce to Salesloft. Salesloft doesn’t sync all contacts by default.

Select “Settings” → click "Automation Rules” → click “Create New Rules” then:

• Name = “Create UserGems Person”
• Trigger Category = CRM Data Sync
• Trigger = "When a contact is not found in Salesloft"
• Criteria = UG - Past Company = is not null
• Action = Create Person
• Toggle on "Enable Rule after saving"

If adding UserGems Leads in addition to Contacts, repeat the steps above to create a separate automation rule with the Trigger = "When a lead is not found in Salesloft" (screenshot below) - this should be ordered AFTER the "create person" from Contact automation

Some additional notes on these automations:

• Since automations run in order from top down, we recommend positioning these "Create person" automations at the top of your automation list to ensure that unintended automations don't override them
• Click "View Rule Logs" in Automation Rules to identify why automation rules failed to run

‍4. Add the custom variable “UG - Past Company” to your UserGems cadences

‍→ this way reps don’t need to manually find the past company and type it in

• Search your UserGems cadences → for each email step, click in and see if there are any prompts [[! replace with customer variable past company]] → delete → click the add “{}” variables  button → search and select “UG - Past Company” → repeat for all email steps in UserGems cadences

Troubleshooting

• Picklist configuration: picklist values must match exactly between Salesforce and Salesloft for records to be created
  • Under "Settings" -> "Field Configuration" -> we'll use the example of the "Account Type" field but this applies to any picklist -> click the Dropdown arrow next to it -> click "Edit Field"
  • Make sure that the Active Picklist Options exactly match the ones coming from Salesforce; mismatches here can prevent a lead or contact record from being created

• If you need to debug:
  • Navigate to "Settings" -> Click "CRM Sync" -> click "Sync Management" -> under "CRM Sync log" click "View Logs". Check Status: Failed
  • Automation Rules has a “View Rule Logs”. Check Status: Failed
  • The individual Automation Rule has a “View Logs” (need to edit the rule to view)