Salesloft Insights
By Salesloft
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2026
About Salesloft Insights
Surface Salesloft activity and outcomes as native Salesforce dashboards.
Salesloft Insights is a managed Salesforce package that brings your Salesloft performance data directly into your Salesforce org as ready-to-use dashboards and reports. It is used frequently by Salesloft Salesforce customers and is now being republished on the AppExchange as part of Salesforce's managed package requirements.
What It Does:
Once installed, Insights for Salesloft creates pre-built dashboards inside Salesforce that surface key sales activity metrics from Salesloft—including email activity, call data, cadence outcomes, and steps due. These dashboards give sales managers and revenue operations teams a unified, real-time view of team performance without exporting data or building custom reports from scratch.
Who It's For:
Salesloft Insights is designed for Salesforce Admins who install and configure the package, and for Sales Managers and Revenue Operations teams who use the dashboards day-to-day to monitor performance and coach their teams.
Migration Note:
Existing customers using the legacy Insight from Salesloft unmanaged package will need to migrate to this new version. Salesloft will provide migration instructions and support to ensure data continuity.
Highlights
- Pre-Built Salesforce Dashboards — Installs a pre-built set of Salesforce dashboards and reports that connect Salesloft activity and Cadence data to revenue outcomes.
- Custom Field Creation — The package creates 27 custom fields across Activity, Contact, Account, and Opportunity objects, along with two Permission Sets to ensure proper field-level security.
- Automated Flows - The package also includes Autolaunched Flows which automate the attribution of Cadence activity data to Opportunity records.
- Activity & Outcome Reporting — Track emails, calls, meetings, and cadence activity by user, account, or team with native Salesforce reporting tools.
- Steps Due Today by User — Built-in report showing each rep's pending Salesloft steps, helping managers stay ahead of pipeline activity.
- Attribution Data in Salesforce — Connect Salesloft activity data to Salesforce records to understand which outreach drives pipeline and revenue.
- Admin-Controlled Installation — Package is installed and managed by a Salesforce Admin, with visibility shared across the org based on standard Salesforce permissions.
- Seamless Integration with the Salesloft Data Sync — Works in concert with the Salesloft Data Sync app to ensure synced data flows into dashboard reports automatically.
Screenshots
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on June 18, 2026
- Industries
- Horizontal Product
- Languages
- English