Your Profile Settings within Your Personal Settings is where you set up and edit your Salesloft account information and email signature. 

In this article, you will learn the steps to take within the Profile Settings to set up your Salesloft profile, including:

• Your Name and Email Address
• Manage your Profile Details
• Select your Preferred Language
• Edit your Email Signature
• Manage Your Personal Preferences
• Manage Salesloft's Summary Email Subscriptions
• Manage Your Connected Apps

Your Name and Email Address

Your name and email address are essential to your profile and ensure you receive necessary communication.

When your team admin sends your Salesloft invite, the name and email address they include will be listed on the Profile settings page. This email address is what you will use as your login credential. Which means, if the invite went to your office email, that email address grants you access to Salesloft.

If you would like to use an alternative email address, like using your old school Hotmail address (sk8rboi12345) for whatever reason, you will need to contact our Salesloft Support team. You can, however, update your name right inside Salesloft.

To update your name, follow the instructions below:

1. Open your Profile Settings: Click your initials in the upper right corner of any Salesloft page. Select Settings. You will be directed to the Profile settings page.
2. Edit Profile Information: From the Name and Email section, click Edit. The Update Account Information page will open in a separate window. You can update the following information:
   1. First name
   2. Last name
   3. Email address
   4. Password
3. Update Information: Click Update Information. An information confirmation page will appear. From the confirmation page, review the information to ensure your preferred name appears. Click Edit Information if you would like to further edit your name. Click Continue to Salesloft to be directed back to Salesloft.

Figure 1: Update Account Information.

Manage your Profile Details

Job role refers to your current job within your organization. You will typically select the job role when initially creating your Salesloft account. But if you skipped that step in the sign-up process, or are changing roles in your company (congrats!), you can edit your job role from the Profile settings.

The time zone listed here is based on your organization. Along with your job role, you can also change your working time zone. This helps clients book time on your calendar appropriately. 

1. Go to your Settings. You will be directed to the Profile settings page.
2. From the Profile settings page, navigate to the Profile Details section and click Edit. The Profile Details window will appear. 
3. Click the Job Role dropdown and select a role from the following options: 
   • xDR
   • Account Executive
   • Account Manager
   • xDR Manager
   • Account Executive Manager
   • Rev Ops
   • Management
   • Customer Success
   • Marketing
   • Executive Leadership
   • Developer
   • Other
4. Click the Time Zone dropdown and select your preferred time zone. 
5. Hit Save. 

 

Select Your Preferred Language

Edit Your Email Signature

When a signature is saved to your Salesloft profile, that signature will be added at the end of every Salesloft email you send. 

To learn more about setting up your signature, check out our Set Up Your Email Signature article. 

Manage Your Personal Preferences

Inside your Personal Settings, there are select options that pertain to your account and your account only. These are your personal Preferences. From this area of your settings you can opt in or out of additional Salesloft funtionality. 

The Preferences Settings include: 

• Feature Preview: Early access to upcoming Salesloft feature releases. Allows you to test new functionality ahead of its official release. 
• Appearance: Configure your Salesloft appearance, including accessible themes designed to improve visibility.
• Summary Email Subscriptions: Opt in or out of the Salesloft summary emails. 

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Manage Salesloft's Summary Email Subscriptions

Salesloft offers email summaries to certain user groups that give a recap of ongoing activities and key performance metrics. The emails include: 

• Monthly Admin Email (available to admins only)
• Weekly Summary Email (available to all Salesloft users)

If you do not wish to receive these emails, you may opt out of, or unsubscribe. To opt out of these emails, follow the steps below:

1. Go to your Settings. You will be directed to the Profile settings page.
2. Scroll to the Preferences section. 
3. Use the toggles to enable or disable the Monthly Admin Email and the Weekly Summary Email. When the toggle area is blue, the setting is enabled or, 'on'. When the toggle area is gray, the setting is disabled or, 'off'. 

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Manage Connected Apps

The Connected Apps section allows you to manage the applications you've integrated with Salesloft. 

To see what apps you’ve personally authorized and what front-end (embedded) integrations have been enabled for the team, follow these steps:

1. Go to your User Profile page by clicking Settings and then Profile.
2. Scroll down to view Integrations section of the page to view apps you’ve connected to Salesloft or Apps connected by your admin.
3. Click the Uninstall button and confirmation screen following to revoke access to the app.

Check out our Application Marketplace to see a full list of partner applications you can install.