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Qlik Resources

SalesLoft 

SalesLoft is a sales engagement platform.

The following datasets are supported:

Supported datasets
CDC is supported CDC is not supported
  • Account Stages
  • Accounts
  • Actions
  • Activity Histories
  • Cadence Memberships
  • Cadences
  • Call Data Records
  • Calls
  • Conversations
  • Crm Activities
  • Email Templates
  • Emails
  • Meeting Settings
  • Notes
  • Steps
  • Successes
  • Tasks
  • Team Templates
  • Transcriptions
  • Account Tiers
  • Calendar Events
  • Call Dispositions
  • Call Instructions
  • Call Sentiments
  • Crm Activity Fields
  • Crm Users
  • Custom Fields
  • Custom Roles
  • Email Template Attachments
  • Groups
  • Imports
  • Meetings
  • Pending Emails
  • People
  • Person Stages
  • Phone Number Assignments
  • Tags
  • Team Template Attachments
  • Users

For more information about the API, see SalesLoft Platform.

Supported update methods

For more information, see An overview of target update methods.

Landing tasks:

  • Change data capture (CDC)

  • Reload and compare

Replication tasks:

  • Change data capture (CDC) using Change Tables

  • Full load

Landing data in a data lake tasks:

  • Change data capture (CDC)

  • Reload

Preparing for authentication

To access your SalesLoft data, you need to authenticate the connection with your account credentials.

Information noteMake sure that the account you use has read access to the tables you want to fetch.

The API keys can be created at https://accounts.salesloft.com/oauth/applications.

Creating the connection

For more information, see Connecting to SaaS applications.

  1. Fill in the required connection properties.

  2. Provide a name for the connection in Connection name.

  3. Select Open connection metadata to define metadata for the connection when it has been created.

  4. Click Create.

Connection settings
Setting Description
Data gateway

Select a Data Movement gateway if required by your use case.

Information note

This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None.

For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.
API Key

The key of the API.

Start Date

Start date for activity histories in the format YYYY-MM-DD.

Example: 2024-05-28.

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