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CRM and Revenue Data - Salesloft

by recued-core v1 app_pack 15 views

Use CRM and Revenue Data - Salesloft in Recued for account stages, account team member roles, account tiers, and account types. It includes 47 built-in actions. Connect your Salesloft account to use it. Actions that change data use Recued's approval controls.

What this pack installs

  • salesloft-crm-data Ingredient

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Destructive Web APIs salesloft-crm-data external change
Read: account_stage.read · No approvalRead: account_stage.search · No approvalRead: account_team_member_role.search · No approvalRead: account_tier.read · No approvalRead: account_tier.search · No approvalRead: account_type.search · No approvalWrite: account_upsert.create · Always asksWrite: account.create · Always asksDestructive: account.delete · Always asksWrite: account.update · Always asksRead: crm_account_team_member.search · No approvalRead: crm_activity_field.search · Asks approvalRead: crm_activity.read · Asks approvalRead: crm_activity.search · Asks approvalRead: crm_team_member_with_role.search · No approvalRead: crm_user.search · No approvalAdmin: custom_field.create · Always asksDestructive: custom_field.delete · Always asksRead: custom_field.read · No approvalRead: custom_field.search · No approvalWrite: external_id_configuration.create · Always asksDestructive: external_id_configuration.delete · Always asksRead: external_id_configuration.search · Asks approvalWrite: external_id_mapping.create · Always asksDestructive: external_id_mapping.delete · Always asksRead: external_id_mapping.search · Asks approvalDestructive: note.delete · Always asksRead: note.read · No approvalWrite: note.update · Always asksWrite: opportunity_person.create · Always asksDestructive: opportunity_person.delete · Always asksRead: opportunity_person.search · No approvalWrite: opportunity_stage.create · Always asksDestructive: opportunity_stage.delete · Always asksRead: opportunity_stage.read · No approvalRead: opportunity_stage.search · No approvalWrite: opportunity_stage.update · Always asksRead: opportunity.read · No approvalRead: opportunity.search · No approvalAdmin: person_stage.create · Always asksDestructive: person_stage.delete · Always asksRead: person_stage.read · No approvalAdmin: person_stage.update · Always asksWrite: person_upsert.create · Always asksDestructive: person.delete · Always asksWrite: person.update · Always asksRead: tag.search · No approval

Data it touches

SurfacesWeb APIs

About

Tags

pack:salesloftsalesloftaccount_stagesaccount_team_member_rolesaccount_tiersaccount_typesaccount_upsertsaccountscrm_account_team_memberscrm_activitiescrm_activity_fieldscrm_team_members_with_rolescrm_userscustom_fieldsexternal_id_configurationexternal_id_mappingnotesopportunitiesopportunity_peopleopportunity_stagespeopleperson_stagesperson_upsertstagsapiv2composition