> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesloft

export const title_2 = "Salesloft";

export const title_1 = "Salesloft";

export const title_0 = "Salesloft";

## Setup Guide

Follow these steps to connect Salesloft to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Salesloft* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Select the **Auth Scheme**, then proceed to the relevant section and follow those instructions.
  </Step>
</Steps>

## Authentication Methods

<Tabs>
  <Tab title="OAuth">
    To use OAuth authentication, register an OAuth application with Salesloft:

    <Steps>
      <Step>
        Log in to your Salesloft Account Portal and go to **Your Applications** > **OAuth Applications**, then click **Create New**.
      </Step>

      <Step>
        Fill in the **Name** and **Description** that users will see when authorizing your app. Optionally upload an application logo.
      </Step>

      <Step>
        Set the **Redirect URI** to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
      </Step>

      <Step>
        Set **Grant Type** to **Authorization Code**.
      </Step>

      <Step>
        Select the **Scopes** your integration requires.
      </Step>

      <Step>
        Click **Submit**, then copy the **Application ID** (Client ID) and **Secret** (Client Secret). Store the secret securely. In Connect AI, the Application ID is entered as the **OAuth Client Id** and the Secret as the **OAuth Client Secret**.
      </Step>
    </Steps>

    In Connect AI:

    <Steps>
      <Step>
        Enter the **OAuth Client Id** and **OAuth Client Secret** obtained from Salesloft.
      </Step>

      <Step>
        Click **Sign in** to connect securely through OAuth. This action opens the Salesloft sign-in page in a new tab.
      </Step>

      <Step>
        Log in to your Salesloft account and grant the requested permissions.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="OAuthClient">
    OAuthClient uses client credentials for machine-to-machine access without a user sign-in. Register an OAuth application with Salesloft:

    <Steps>
      <Step>
        Log in to your Salesloft Account Portal and go to **Your Applications** > **OAuth Applications**, then click **Create New**.
      </Step>

      <Step>
        Fill in the **Name** and **Description**. Optionally upload an application logo.
      </Step>

      <Step>
        Set the **Redirect URI** to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
      </Step>

      <Step>
        Set **Grant Type** to **Client Credentials**.
      </Step>

      <Step>
        Select the **Scopes** your integration requires.
      </Step>

      <Step>
        Click **Submit**, then copy the **Application ID** (Client ID) and **Secret** (Client Secret). Store the secret securely.
      </Step>
    </Steps>

    In Connect AI:

    <Steps>
      <Step>
        Enter the **OAuth Client Id** and **OAuth Client Secret** obtained from Salesloft.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_1} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>

  <Tab title="APIKey">
    To use API Key authentication, you must be logged in to an account with Admin privileges:

    <Steps>
      <Step>
        Log in to your Salesloft account and click **Settings** from the main navigation bar.
      </Step>

      <Step>
        Navigate to **Integrations** and select **API** (or click **Your Applications**, depending on your account version).
      </Step>

      <Step>
        Select the **API Keys** tab and click **Create New** (or **New**).
      </Step>

      <Step>
        Enter a descriptive name for the key and select the scopes required for your integration.
      </Step>

      <Step>
        Click **Save** or **Create**, then copy the generated API key immediately and store it securely.
      </Step>
    </Steps>

    In Connect AI:

    <Steps>
      <Step>
        Enter the generated key as the **API Key**.
      </Step>

      <Step>
        At the top of the Connect AI **Add {title_2} Connection** page, click **Save & Test**.

        * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
        * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
        * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
      </Step>
    </Steps>
  </Tab>
</Tabs>