Salesloft gives you the ability to view Opportunities from the Salesloft platform.
Salesloft supports a unidirectional sync for Opportunity records. When CRM Team Sync is enabled, Salesloft seeds all Opportunity records created in the last 5 years from the connected CRM environment and stores them in Salesloft.
Custom Opportunity fields can be created if needed within the Salesloft platform.
Things to Note:
- All field data sync is inbound only from the CRM to Salelsoft.
- In order to create and map any standard or custom Opportunity fields between Salesloft and the CRM, each user Salesloft instance must be connected to their CRM.
- Opportunities only include standard CRM fields. It is not possible to create custom fields that aren’t mapped to the CRM.
- Standard field mapping cannot be modified with the exception of the Amount field.
- Opportunity records may be updated inside Salesloft Deals
In this article, we will go over Opportunity field configuration, including:
List of Available Opportunity Fields
Opportunity Field Configuration is locked down for Standard Salesloft Opportunity fields. All standard Salesloft Opportunity fields will be mapped by default to standard CRM fields.
Only the Opportunity Amount field can be mapped to a different Amount field if needed.
The following list breaks down those available fields:
| Salesloft | Salesforce | Dynamics | Hubspot |
|---|
| Account CRM ID | AccountId | _parentcustomerid_value | N/A |
| Amount | Amount | totalamount | amount |
| CloseDate | CloseDate | actualclosedate | closedate |
| Created by CRM ID | CreatedById | _createdby_value | hs_created_by_user_id |
| Created Date | CreatedDate | createdon | createdate |
| Is Won | IsWon | statecode* | hs_is_closed_won |
| Last Updated Date | LastModifiedDate | modifiedon | hs_lastmodifieddate |
| Name | Name | name | dealname |
| Opportunity Stage | StageName | salesstage | dealstage |
| Opportunity Type | Type | N/A | dealtype |
| Owner CRM ID | OwnerId | _ownerid_value | hubspot_owner_id |
| Probability | Probability | closeprobability | hs_deal_stage_probability |
Salesloft will provide visibility and access to Opportunities in the following ways:
- Displaying Opportunities related to a respective People or Accounts inside Salesloft. The Person and Account record pages in Salesloft will show Opportunities with a link to view the Deal in the CRM.
- Opportunity based analytics
- Automation Rules using Opportunity data as criteria
Custom Opportunity Fields
Additional custom fields can be added and mapped from the Field Configuration page and imported from the CRM Opportunity object, as fields that will be visible in the Opportunities panel. You may select to have read-only or use bi-directional fields.
To set custom Opportunity fields, follow these steps:
- Navigate to the Opportunity Fields tab by accessing your Team Settings, selecting Field Configuration, and clicking the Opportunity Fields tab.
- On the right side of your screen, click the + Create Custom Field button.
- Select the Salesloft Field Type from one of the following options:
- Date: Will display a date picker on the Opportunity panel within the Person and Account pages.
- Text: Will display a text field that users can type into.
- Under CRM Opportunity, choose the CRM Opportunity Field Name you will map to. Once the Field Name is selected, the CRM Opportunity API Name and Field Type will populate.
- Things to Note: The Salesloft field name and Field Type will be determined by the CRM field’s Label and Type.
- Click Save.
