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Usecase templates for Salesloft - #546

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Deepak-Ayilliath merged 44 commits into
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salesloft
Jul 30, 2026
Merged

Usecase templates for Salesloft#546
Deepak-Ayilliath merged 44 commits into
mainfrom
salesloft

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@arjunsarkar2024

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Use cases

  1. Logging to Salesforce task when a call is completed in Salesloft
  2. Notify salesloft customer when new lead is created in Salesforce
  3. Send a mail requesting feedback when a Freshservice ticket is resolved
  4. Updating status changes in Salesforce opportunity to Salesloft notes

arjunsarkar2024 and others added 30 commits July 15, 2026 16:40
Added instructions for notifying Salesloft customers when a new lead is created in Salesforce.
Added instructions for sending feedback requests after Freshservice ticket resolution.
Added instructions for updating status changes from Salesforce to Salesloft.
Removed account names for Salesforce and Salesloft.
Removed redundant account-name entries for Salesloft and Salesforce.
Removed duplicate account-name entries for Salesforce and Salesloft in the YAML configuration.
…ce_instructions.md to Notify salesloft customer when a new lead is created in Salesforce_instructions.md
Adding use case yaml for Notify salesloft customer when a new lead is created in Salesforce
Updated the reference link for the instructions to point to the new task creation flow in Salesforce.
…reshservice ticket is resolved to Request customer feedback through a Salesloft cadence when a Freshservice ticket is resolved_instructions.md
@Deepak-Ayilliath
Deepak-Ayilliath merged commit 008bdf4 into main Jul 30, 2026
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@Deepak-Ayilliath
Deepak-Ayilliath deleted the salesloft branch July 30, 2026 11:03
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3 participants