Features
Deprovision
Groups
Licenses
Provision
User Roles
Users
Type
Usage
Authentication
Documentation
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About Salesloft

Salesloft is a sales engagement platform designed to help sales teams optimize their outreach efforts. It provides tools for managing and automating communication with potential customers, tracking interactions, and analyzing engagement data to improve sales processes and effectiveness.

Salesloft integration with Trelica

The Salesloft integration provides a powerful solution for managing user accounts and permissions within your organization. By consolidating user management into Trelica, this integration streamlines the workflow of managing users, groups, roles, and license entitlements, enabling your team to operate more efficiently and securely.

Key Features

  • Manage users: Supports actions to (de)provision or modify a user’s permissions seamlessly within the Salesloft app.
  • Groups: Returns additional user context in the form of a user’s group, with the functionality to modify group memberships while ensuring that each user is assigned to only one group at a time.
  • Licenses: Syncs SaaS license entitlement and user assignment information, providing clarity on whether a user is on a paid or free plan.
  • User Roles: Returns user role assignments within the Salesloft app, helping administrators manage access levels effectively.
  • Users: Syncs critical user data, including account status and user IDs, enhancing the core user data available from your Identity Providers.

Key Benefits

  • Streamlined User Management: Simplifies the process of managing user accounts, reducing the administrative burden on your IT team.
  • Enhanced User Security: Helps maintain secure access with the ability to manage user roles and licenses, ensuring compliance with your organization’s policies.
  • Improved Group Management: Facilitates effective team management by allowing quick modifications to user group assignments without the risk of duplicate memberships.
  • Accurate Licensing Information: Provides real-time insights into user licensing, helping maximize SaaS spend and improve budgeting accuracy.
  • Comprehensive User Data: Enhances operational efficiency by syncing essential user data into Trelica, promoting better decision-making based on complete user profiles.
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