First, ensure that Ora is properly connected to SalesForce. We need to map Ora content to Salesforce fields & ensure senders are properly assigned to campaigns before content can be delivered to SalesLoft.
Check this article first: https://help.lavender.ai/en/articles/11793654-how-to-connect-salesforce-to-ora
Now that Ora can populate Salesforce fields, we need to get the emails into SalesLoft!
You’ll need to:
1) Map the new Salesforce fields to SalesLoft
2) Create templates that pull these new fields.
3) Create cadences to coordinate the templates
4) Create automations to enroll contacts into the cadences when the fields update
Let’s dig in.
1- Mapping Your New Salesforce Fields to SalesLoft
Before you start, confirm:
You have Salesloft admin permissions.
The Salesforce → Salesloft CRM Sync is already connected.
In Salesloft: click your initials → Settings → CRM Sync and confirm it’s enabled/connected.
The Salesloft integration user in Salesforce has Field-Level Security (FLS) access to each Ora field
Step 1: Confirm Fields exist & are visible in Salesforce
In Salesforce:
1) Go to Setup → Object Manager → Contact → Fields & Relationships.
Confirm each field appears:
Ora_Body_1__c
Ora_Body_2__c
Ora_Body_3__c
Ora_Body_4__c
Ora_Subject__c
2) For each:
For each field:
Click into the field.
Under Set Field-Level Security, ensure the profile for your Salesloft Integration User has Visible checked.
Note the Field Type (likely “Text” or “Long Text Area”).
Copy the Field Name (API Name) — e.g., Ora_Body_1__c.
This is what you’ll reference when mapping in Salesloft.
Step 2: Create Matching Person Custom Fields in Salesloft
You need one Person field in Salesloft for each Ora_ field in Salesforce.
In Salesloft:
Click your initials (top-right) → Settings.
Go to Field Configuration → Person Fields. help.salesloft.com+1
Click + Create Custom Field.
Create the following Person fields:
Salesforce Field | Salesloft Field Label | Field Type |
Ora_Body_1__c | Ora Body 1 | Text / Text Area |
Ora_Body_2__c | Ora Body 2 | Text / Text Area |
Ora_Body_3__c | Ora Body 3 | Text / Text Area |
Ora_Body_4__c | Ora Body 4 | Text / Text Area |
Ora_Subject__c | Ora Subject | Text / Text Area |
Click Save after adding each one.
You’ll now see them listed under your Prospect field configurations.
Step 3: Map Salesforce Contact Fields to Salesloft Person Fields
Next, we tell Salesloft how to sync the Ora fields from Salesforce into those new Person fields.
In Salesloft:
Click your initials → Settings → CRM Sync.
Go to Sync Management (or the equivalent tab for field mappings).
Under Person / Contact mapping, locate each of your new Person fields (Ora Body 1–4, Ora Subject).
For each custom Person field, configure the mapping:
CRM Field (Salesforce Contact) | Salesloft Person Field | Sync Direction | Notes |
Ora_Body_1__c | Ora Body 1 | Inbound (Salesforce → SL) | Email 1 in Ora sequence |
Ora_Body_2__c | Ora Body 2 | Inbound | Email 2 in Ora sequence |
Ora_Body_3__c | Ora Body 3 | Inbound | Email 3 in Ora sequence |
Ora_Body_4__c | Ora Body 4 | Inbound | Email 4 (if used) |
Ora_Subject__c | Ora Subject | Inbound | Subject line for Ora emails |
Save your CRM Sync / mapping changes.
Once this is configured, when Ora updates Salesforce, those values will flow into the matching Salesloft Person fields automatically.
2- Create Templates with New Fields
Now that we’ve created and mapped the fields, we need to create templates that use those fields.
NOTE: The fields are the email body & subject. Your templates will just pull in the dynamic field, not additional copy.
Step 1: Create Your Templates
In Salesloft:
Go to Email → Templates (or Content → Templates, depending on your layout). help.salesloft.com
Create three new templates:
Ora Email 1
Ora Email 2
Ora Email 3
Step 2: Add Your New Dynamic Fields
When editing each template:
For Ora Email 1 template:
In the Subject Line, insert the {{Ora Subject}} dynamic field.
In the Body, insert the {{Ora Body 1}} dynamic field.
For Ora Email 2 template:
Make the subject line a reply to the first email (so it stays in-thread), or reuse {{Ora Subject}} if you want.
In the Body, insert the {{Ora Body 2}} dynamic field.
For Ora Email 3 template:
Again, keep the subject as a reply in the same thread.
In the Body, insert the {{Ora Body 3}} dynamic field.
Use the Salesloft Dynamic Fields picker when inserting these variables so you’re selecting the exact Person fields you created (Ora Body 1, Ora Body 2, etc.). help.salesloft.com+1
The only information needed in these templates is the respective dynamic field.
3- Create Your Ora Cadence with New Templates
Now that the templates are created, we’ll want to wire them together into a sequence. Create a new cadence, “Ora Campaign”. Within this cadence, you’ll put the email steps into their respective order.
Note: You’ll want the templates to work in the same thread. Be sure to connect the subject line to be a response to the prior email.
Manual vs. Automated
You have full control at this stage. Set the cadence steps up to be manual if you want the seller to review and edit the draft before sending, or set it up as automated if you trust Ora’s outputs.
Multi-Channel
You can also add important multi-channel steps along the way here. Ora emails are designed to be memorable given their 1:1 nature. This compounds the effectiveness of using other channels as you’re more likely to trigger reciprocity in the recipient.
4- Create Your Enrollment Automations
Now that the skeleton is built, we need to wire it together. Ora will push emails into the Salesforce fields. Those fields map to SalesLoft. But, we need to get the fields being filled to enroll the contact into the cadence so they can be contacted with the messaging Ora created.
Step 1: Confirm Sync Behavior
Before automating, confirm that:
SalesLoft is receiving updates for your Ora fields.
Open any synced Prospect and make sure the Ora Body 1–4 and Ora Subject fields are populating.
SalesLoft’s CRM sync runs frequently enough (every few minutes by default).
This ensures sequence enrollment fires promptly once Ora updates Salesforce.
Step 2: Create an Automation Rule in SalesLoft
Now we’ll let SalesLoft automatically enroll People into your Ora Campaign cadence as soon as Ora writes Email 1.
In Salesloft:
Click initials → Settings → Data Settings → Automation Rules. help.salesloft.com+1
Click + Create New Rule.
Configure the rule:
Name: Auto-Enroll: Ora Campaign
Trigger Category:
Choose the category that fires on Person updates (e.g., Person Data or similar).
Trigger:
When a Person is updated
Criteria / Conditions: help.salesloft.com+1
Person → Ora Body 1 is not empty
Person → Cadence Status is not Active
(Optional) Person → Stage = New Lead (or any qualifier your team uses)
Action #1:
Add to Cadence → Ora Campaign
Cadence Step Owner = Person Owner (or another appropriate user)
(Optional) Action #2 (Safeguard):
Update Person Field → e.g., set Ora Enrollment Trigger = Processed
This helps prevent re-enrollment loops if Ora Body 1 changes again.
Save & enable the rule.
Now, every time a synced Person has Ora Body 1 filled in, Salesloft automatically enrolls them into the Ora Campaign cadence. This ensures contacts Ora has written emails for actually get sent those messages.
Step 3: Test the Automation
In Salesforce, pick a Contact that’s already syncing with Salesloft.
Enter test text in Ora_Body_1__c and Ora_Subject__c, then save.
Wait for CRM Sync to push the data into Salesloft.
In Salesloft, confirm:
The Person’s Ora Body 1 and Ora Subject fields update.
The Person is automatically added to the Ora Campaign cadence.
If that works, Salesloft is now autonomously triggering cadence enrollment as soon as Ora populates new messaging.
Step 4: (Optional) Add Safeguards or Volume Controls
If you want more control over timing or volume:
Add criteria like:
Last Contacted Date is blank or older than X days.
Use Saved Views + manual “Add to Cadence” for a while before going fully automated.
Limit the number of new People per day in your cadence settings.
Step 5: Monitor Performance
Once live, keep an eye on:
Automation Rule Logs – to make sure rules are firing properly. help.salesloft.com
Cadence performance metrics – open rate, reply rate, bounce rate for the Ora Campaign.
Person history – verify that:
Salesforce updates the Ora fields
Salesloft syncs the fields
The automation enrolls into Ora Campaign right after those updates