Sideline Strategy: Recommended Field Configurations

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Salesloft·169 views · Jun 2025

Clips

1. 1:332:48Configure 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.Salesloft· Sync leads to CRM
2. 4:192:27Mapping 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.Salesloft· Sync leads to CRM
3. 6:442:02Unidirectional Opportunity and Activity mappingHow to set up unidirectional field mapping for opportunities and activities (calls, meetings, dispositions) to power CRM reporting.Salesloft· Sync leads to CRM