docs(TSP-1147): add Salesloft integration documentation#582
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docs(TSP-1147): add Salesloft integration documentation#582claude[bot] wants to merge 1 commit intomainfrom
claude[bot] wants to merge 1 commit intomainfrom
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Add new integration page for Salesloft covering connection setup, tool steps (people, accounts, cadences, notes, search), advanced API usage, example use cases, and FAQs. Update docs.json navigation to include Salesloft in the CRM & Sales group. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Contributor
🎯 Vibe check —
|
| Dimension | Score | What's holding it back | |
|---|---|---|---|
| 🟢 | Consistency | 8/10 | "agent" and "tool" are lowercase throughout when they refer to Relevance AI product features — per CLAUDE.md these should be capitalized (Agent, Tool). Systemic in sibling pages too, but technically non-compliant with current standards. |
| 🟢 | Technical clarity | 9/10 | Line 194: Click **...** as a UI target is ambiguous — the three-dot menu label ... doesn't read as a clickable element name. Minor but worth fixing. |
| 🟢 | Non-technical clarity | 9/10 | No issues found. |
| 🟢 | Structure | 9/10 | Single-card <CardGroup cols={1}> on lines 99–103 is visually inconsistent with the two-column card groups used in every other section. |
🔧 Issues
- Lines 7, 31, 69, 117, 135, 143, 147, 151, 155, 176, 184: "agents" and "tools" lowercase when referring to Relevance AI product features. Per CLAUDE.md: Agent, Tool are proper nouns and must be capitalized. e.g. "build agents that enroll contacts" → "build Agents that enroll contacts"; "Create a new tool in Relevance AI" → "Create a new Tool in Relevance AI". (Note: this is not unique to this page — sibling pages like
hubspot.mdxandsalesforce.mdxhave the same pattern — but it should be fixed to match the stated standard.) - Line 194:
Click **...**→ the three-dot menu button isn't clear as written. Prefer:Click the **...** buttonorClick the three-dot menuto match how sibling pages phrase this (e.g.salesforce.mdxline 125: "clicking the three dots next to your connected account").
🧩 Component suggestions
- Lines 99–103:
<CardGroup cols={1}>with a single "Search" card is inconsistent with the two-column layout of every other section, and a single card doesn't benefit from being in a CardGroup. Either change tocols={2}to maintain the visual rhythm, or convert to a short prose sentence — "Use the Search tool step to run a keyword search across people, accounts, and other records in Salesloft." A lone card in a grid isn't adding visual value here.
⚠️ Contradiction watch
- Line 15 uses "Integrations page" while
hubspot.mdxline 16 calls it the "Integrations & API Keys page". This may reflect a real UI difference or a naming drift — worth verifying which label the product currently uses, and aligning both pages.
✨ Overall vibe
This is a noticeably stronger page than the existing HubSpot and Salesforce integration pages — the categorized CardGroups for tool steps, the beta warning, the use case accordions, and the FAQ section all make it a thorough and well-organized reference. The structure is logical (connect → explore tools → advanced → use cases → FAQ → offboard), tone is appropriately dry and technical, and the writing doesn't oversell. Minor capitalization consistency is the only thing keeping this from being a clean 10 across the board.
Note on
docs.json: Salesloft is correctly added to the navigation at line 410 ("integrations/popular-integrations/salesloft"). No navigation issues.
🔋 Credit usage
| Item | Count |
|---|---|
| Files reviewed | 1 (+ docs.json navigation check) |
| Context pages read | 2 |
| Total lines processed | ~390 |
Files read:
integrations/popular-integrations/salesloft.mdx(196 lines)integrations/popular-integrations/hubspot.mdx(160 lines)integrations/popular-integrations/salesforce.mdx(132 lines)docs.json(50 lines, navigation check only)
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Summary
/docs/integrations/popular-integrations/salesloft.mdxdocs.jsonto include the new pageChanges
docs/integrations/popular-integrations/salesloft.mdx— full integration guide covering authentication, available tools, and usage notesdocs.json— added Salesloft page to the popular integrations navigation groupNotes
Closes https://linear.app/relevance/issue/TSP-1147/
🤖 Generated with Claude Code