Salesloft Data Access and Permission Levels

To fully utilize Orum’s platform capabilities, users must authorize access to their Salesloft data. This authorization is required during the initial login process, where users must also agree to Orum’s Terms of Service.

Orum requires specific permission levels to interact with your Salesloft data effectively. Below is a summary of the data categories and the corresponding access permissions:

• Prospects: Read/Write

• Accounts: Read/Write

• Cadences: Read

• Dispositions: Read

• Sentiments: Read/Write

• Custom Fields: Read/Write

• Phone Fields: Read

• Tasks: Read/Write

• Tags: Read

• Call History: Read

• Actions: Read

• Pinned Notes: Read/Write

• Calls: Read/Write

• Groups: Read

• Users: Read

• Steps: Read

• Person Stages: Read

• Notes: Read

• Owner: Read

Why These Permissions Are Necessary

The above permissions enable Orum to seamlessly integrate with your Salesloft account, ensuring that you can leverage the full suite of Orum’s features, such as automated dialing, call logging, and activity tracking, without manual data entry.

For any issues or concerns related to data access permissions, please contact our support team.