Salesloft

salesloft is a uniquely positioned customer relationship management (crm) platform that drives operational efficiency for marketing, sales, and service teams to collaborate on customer success dlh io connects to salesloft to help customers accelerate the single source of truth management of your company’s relationships and interactions connector pre requisites connecting to salesloft, you need to make sure that you have access to retrieve metadata from your salesloft account instructions (basic connection setup) remember datalakehouse io securely connects to your salesloft instance by redirecting you to the salesloft portal for you to sign in via salesloft login datalakehouse io does not capture or store your password/credentials using the form please complete the following basic steps enter a name or alias for this connection, in the name/alias field, that is unique from other connectors enter in the target schema prefix field, a name that will be unique in your target destination where you wish to integrate the data click the authorize your account button which will transport you to the salesloft login, where you will enter your salesloft account credentials once your credentials are accepted you will be automatically redirected back to this datalakehouse io portal and you should be able to see a successful connection instructions (video) data replication details this section provides information on how data is replicated, at what frequency and which replication/synchronization details are worth noting from dlh io replication frequency configurations details default replication frequency 24 hours minimum frequency 1 hour (lower on business critical plan) maximum frequency 24 hours custom frequency 1 24 hours replication definitions the following types of replication happen between this source and your target destination cloud data warehouse of choice when a sync bridge runs historical data load (also first time sync) occurs during the first/initial data sync of the sync bridge pipeline and any time you need to or are requested to conduct a historical re sync process for your data here, dlh io ingests all available data for the objects/tables you've selected or are available to you from the source based on your authentication access on that source this can take a relative elongated time to retrieve all data from the source and replicated to the target, as the name suggest it is retrieval all data, so if the source contains large amounts of data even in our parallel processing capability a customer could expect more than an hour for large data system if there are any concerns that a historical load or first time sync has not completed within a reasonable amount of time please contact dlh io support incremental (aka deltas) data load after a first time synchronization/replication or a historical data load, all subsequent processes of replicating the data for a sync bridge (source to target) are referred to as delta or incremental loads here, dlh io captures the latest/newest records and/or events and any changes/updates to existing records and/or events in the source connector based on the frequency set in the sync bridge issue handling if any issues occur with the authorization simply return to the sources page in datalakehouse io, edit the source details and click the save & test or authorize your account or re authorize account button to confirm connectivity if any issues persist please contact our support team via the datalakehouse io support portal https //datalakehouse zendesk com