Salesloft: AI Tutorials & Prompts
Together, Clari and Salesloft create a category-transforming AI company for revenue, building the foundation for a Predictive Revenue System — a system that guides revenue teams to accelerate growth. The company combines the broadest dataset, capturing both structured and unstructured signals. End-to-end revenue orchestration capabilities unlock new levels of AI-driven productivity and predictability. Thousands of the world’s most successful companies — including Adobe, IBM, 3M, and Zoom — trust Clari and Salesloft to drive predictable revenue growth. Welcome to the future of revenue.
Salesloft Tutorials
23 demos
Jan 2026 · 193 viewsSalesloft
Salesloft0:561:09Salesloft
Configure CRM-only import settingsThe demo shows how to navigate to general settings and restrict lead imports to the CRM only to prevent manual data entry errors.Sync leads to CRM
2:021:35Salesloft
Disable 'Create People when Lofting' in custom rolesShows how to create or edit a custom role to toggle off the permission that creates new records in Salesloft when sending emails if they don't exist in the CRM.Sync leads to CRM3:331:00Salesloft
Identify and fix CRM sync errorsDemonstrates how to use the notifications bell and sync tab to find 'standalone' records that are failing to sync to the CRM and how to retry those activities.Sync leads to CRM
May 2026 · 34 viewsSalesloft
Salesloft0:471:39Salesloft
Set up individual and team goals in SalesloftThe video demonstrates how to navigate to the coaching module and set specific metrics for accounts, cadences, and emails sent on a weekly or monthly basis.Multichannel (email+LI+call)2:271:57Salesloft
Track rep activity and coaching metricsA demonstration of the coaching dashboard where managers can track daily team activity, identify reps falling behind, and highlight those exceeding targets.Multichannel (email+LI+call)
Jan 2026 · 149 viewsSalesloft
Salesloft0:441:23Salesloft
Account research with Ask Salesloft AIThe demo shows how to use the conversational AI overlay to get a high-level summary of account engagement and recent activities directly from the account page.AI account/prospect research2:070:14Salesloft
Generate value propositions with AIShows how to prompt the AI to generate specific value propositions for a target account based on internal data.Personalize cold emails at scale2:230:29Salesloft
Retrieve competitive intel and case studiesDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.AI account/prospect research
Oct 2025 · 135 viewsSalesloft
Salesloft0:245:10Salesloft
Customize Salesloft Account Research Agent settingsThe demo shows how to navigate to the account research agent settings to manage focus areas, toggle visibility, and provide specific instructions for AI-generated insights.AI account/prospect research
Jun 2025 · 169 viewsSalesloft
Salesloft1:332:48Salesloft
Configure Person and Lead field mapping in SalesloftWalkthrough of mapping standard and custom fields for People and Leads, including setting bidirectional sync and managing opt-out status between Salesloft and the CRM.Sync leads to CRM4:192:27Salesloft
Mapping Account and Cadence data fieldsDemonstration of mapping account-level fields and cadence-specific data (like cadence name and stage) to ensure visibility of sales activity within the CRM.Sync leads to CRM6:442:02Salesloft
Unidirectional Opportunity and Activity mappingHow to set up unidirectional field mapping for opportunities and activities (calls, meetings, dispositions) to power CRM reporting.Sync leads to CRM
May 2025 · 136 viewsSalesloft
Salesloft0:482:51Salesloft
Set up Ownership Alignment for People recordsShows how to configure an automation rule that triggers when a CRM owner ID changes, ensuring the Salesloft person record owner updates to match.Sync leads to CRM3:371:13Salesloft
Set up Ownership Alignment for Account recordsDemonstrates setting the criteria and actions for account-level ownership synchronization between Salesloft and the CRM.Sync leads to CRM
May 2025 · 125 viewsSalesloft
Salesloft0:464:14Salesloft
AI-driven meeting follow-up in SalesloftThe demo shows how Salesloft's Conversation Intelligence pulls key moments, competitor mentions, and action items from a recorded meeting to generate follow-up email tasks.Multichannel (email+LI+call)
May 2025 · 184 viewsSalesloft
Salesloft1:543:12Salesloft
Using Salesloft Account Research AgentA walkthrough of the Account Research Agent interface showing how it pulls historical outreach, hiring initiatives, and financial data to summarize account fit.AI account/prospect research
Jun 2025 · 106 viewsSalesloft
Salesloft2:412:04Salesloft
Create dynamic territory lists in SalesloftA walkthrough of using Salesloft Deals (Account View) to filter by account scores, stages, and custom fields to build a real-time prospecting list.Build a list from ICP filters
May 2025 · 182 viewsSalesloft
Salesloft0:381:59Salesloft
Automate meeting follow-ups with Rhythm PlaysThe video shows how to use Salesloft Rhythm to trigger a pre-populated follow-up email action immediately after a meeting ends.Multichannel (email+LI+call)2:360:55Salesloft
Share internal meeting notes via RhythmDemonstrates how to use the internal note feature within a Rhythm play to notify team members about deal updates and meeting outcomes.Sync leads to CRM