Capability library / Application package

Salesloft package v1.0.0

Salesloft: read people, accounts, outreach sequences and activity history, and enroll a person in a sequence that can automatically send email.

Review state: Reviewed · Distributable: yes, digest matches the release manifest

This page describes AAES Govern’s controls. AAES Operate has private-work permissions, operational reviews and recorded-spend limits; it does not include Govern. About AAES Govern

Before you enable this package

Keep api.salesloft.com and configure the credential permissions required by the selected actions.

Read each action's effects and exclusions below. Before installation, also read the complete package requirements, including credential issuance, scope, expiry, and provider permissions. These are deployment prerequisites, not capabilities this package supplies.

Capabilities (5)

Each capability below is one registered operation. The complete package JSON includes its exact network destination allowlist. The repository stores it at packs/salesloft.json and embeds a copy in the release binary.

Risk tiers. R0 is the minimum for reads. R2 is the minimum for write, create, update, execute, and invoke. R3 is the minimum for delete, send, pay, deploy, approve, share, and transfer. Operators can raise these levels. A minimum tier does not measure the operation's business or confidentiality risk.

On supported execution paths routed through AAES Govern, the R3 actions listed below require approval by an authorized person. Bypass paths and observation-only registrations are outside that guarantee. A provider's restoration feature does not remove this approval requirement. A provider-side approval, such as approving a GitLab merge request, is also separate from AAES Govern human approval. The capability matrix shows which execution paths are implemented, restricted to lab use, or refused at startup. Live compatibility must be tested in your environment.

Field guide. Endpoint is the service address and request method. Connector is the adapter that makes the call. Custody describes how the credential is held; the credential reference identifies the value to resolve. Data class sets handling requirements: pii means personal data, financial means financial records, and internal means internal organizational data.

salesloft.people.read v1.0.0R0

Kind
tool
Action
read
Endpoint
GET https://api.salesloft.com/v2/people
Connector
http
Custody
customer_vault
Credential ref
secret-ref-salesloft-api-key
Data class
pii

Read people.

List person records: names, email addresses, phone numbers and titles, which identify named people, so the read is classified as pii (personal data). The registered path covers the collection read only — single-person reads (GET /v2/people/{id}) are not registered by this pack.

salesloft.accounts.read v1.0.0R0

Kind
tool
Action
read
Endpoint
GET https://api.salesloft.com/v2/accounts
Connector
http
Custody
customer_vault
Credential ref
secret-ref-salesloft-api-key
Data class
internal

Read accounts.

List account records: company names, domains and firmographic fields — customer data, classified as internal data. The registered path covers the collection read only — single-account reads (GET /v2/accounts/{id}) are not registered by this pack.

salesloft.cadences.read v1.0.0R0

Kind
tool
Action
read
Endpoint
GET https://api.salesloft.com/v2/cadences
Connector
http
Custody
customer_vault
Credential ref
secret-ref-salesloft-api-key
Data class
internal

Read cadences.

List cadence records: names, team-cadence flags and cadence structure — engagement-playbook metadata revealing sales operations, classified as internal data. The registered path covers the collection read only — single-cadence reads (GET /v2/cadences/{id}) and cadence-membership queries are not registered by this pack.

salesloft.activities.read v1.0.0R0

Kind
tool
Action
read
Endpoint
GET https://api.salesloft.com/v2/activity_histories
Connector
http
Custody
customer_vault
Credential ref
secret-ref-salesloft-api-key
Data class
pii

Read activities.

Read the activity-history collection: the customer's past activities as shown on the Salesloft Activity Feed — sends, replies, calls and step executions tied to named users and people, which is behavioural personal data, so the read is classified as pii (personal data).

salesloft.cadence-memberships.create v1.0.0R3

Kind
tool
Actions
create, send
Endpoint
POST https://api.salesloft.com/v2/cadence_memberships
Connector
http
Custody
customer_vault
Credential ref
secret-ref-salesloft-api-key
Data class
pii

Enroll a person in an outreach sequence.

Add one person to a cadence (a sequence of outreach steps). The body requires person_id and cadence_id, both visible to the authenticated user.

Salesloft sends automated email steps without another human action. It queues call, task, and other manual steps for a user to perform. Because enrollment can send email that cannot be recalled, this capability declares create and send at R3.

On supported execution paths mediated by AAES Govern, the send action requires approval by an authorized person; this does not prevent calls through bypass or observation-only paths.

Credential reference

The credential field names a reference rather than containing credential material. Packs are designed not to contain secrets; the format checks cover only known credential formats and cannot prove that arbitrary text contains no secrets. Installing a package registers its capabilities. Configure the provider credentials, endpoints, and network access, then test the integration in your environment before enabling it.

Reference
secret-ref-salesloft-api-key
Custody
customer_vault
Injection
header (Authorization)

Configure the value and injection format specified in the package. Assign responsibility for credential rotation and revocation, restrict provider permissions, and keep credential material out of logs and responses.

Complete credential requirements

A Salesloft customer API key, held in the client's own secret manager. Salesloft provisions API keys in Salesloft Account > Your Applications > API Keys; a key takes the form 'ak' followed by a 64-character hexadecimal string, acts on behalf of the issuing user, and is scoped at creation. The stored material must be the complete Authorization header value: the scheme 'Bearer', one separating space, then the key.

Issue the key from a dedicated least-privilege integration user with only the scopes the enabled capabilities need — read scopes for people, accounts, cadences and activity_histories for the registered reads, and the cadence-membership write scope only if the create capability is enabled (Salesloft's documentation shows the <resource>:<action> scope naming, for example 'accounts:write calls:read', but the retrieved pages did not enumerate the full scope catalog, so confirm the exact scope names in the Salesloft API-key UI at creation — at least one scope must be selected before a key can be saved); keys function like logins, so the vault reference is the only place the value may live.

Expiry and revocation: Salesloft's API-key documentation documents no expiry for API keys — a key remains valid until it is deleted in Salesloft Account > Your Applications > API Keys, and its scopes can also be narrowed later by editing the key. Where the deployment instead runs the OAuth 2.0 authorization-code flow (the only method Salesloft approves for partner applications): access tokens expire after 7,200 seconds, and on every refresh all older refresh tokens are revoked, so the newest refresh token must always be stored — refresh ownership sits with an external process, and the executor injects the stored value verbatim and performs no token lifecycle itself in either mode. OAuth revocation: the retrieved OAuth documentation documents grant invalidation through its invalid_grant error (an authorization grant that is 'invalid, expired, revoked' can no longer mint tokens) but no explicit access-token revocation endpoint, so revoke the user's authorization grant to block further issuance and refresh, and treat an already-issued access token as valid for at most the remainder of its 7,200-second lifespan.

Executor hygiene: the value must live only in executor memory for the lifetime of a call, must never be written to logs, traces or diagnostics, and must not appear in crash dumps; a deployment that cannot meet that bar must not enable the pack.

Resources

  • salesloft-people (api, pii): https://api.salesloft.com/v2/people
  • salesloft-accounts (api, internal): https://api.salesloft.com/v2/accounts
  • salesloft-cadences (api, internal): https://api.salesloft.com/v2/cadences
  • salesloft-activities (api, pii): https://api.salesloft.com/v2/activity_histories

Technical package and review record

Complete provider requirements and exclusions

The endpoint host api.salesloft.com is Salesloft's real shared API host and stays real; the pack pins the v2 base path and there is no per-customer host to substitute. Reads are registered against the collection endpoints only: single-record reads (GET /v2/people/{id}, GET /v2/cadences/{id}, GET /v2/cadence_memberships/{id} and the other by-id paths) are not registered by this pack. The activities read is the activity-history collection (GET /v2/activity_histories), which Salesloft documents as returning the customer's past activities as found on the Salesloft Activity Feed.

Documented exclusions — this pack does not register: person create, update or delete; account create or update; cadence creation, step management, import or deletion; cadence-membership reads (GET /v2/cadence_memberships), updates and deletion, and bulk cadence-membership creation; one-off email sends and call logging under /v2/activities; tasks, notes, meetings, conversations and transcriptions; crm_activities; people data redaction and the other privileged-scope operations; and webhooks.

Approval classification: sales engagement is send-first. Creating a cadence membership adds a named person to a cadence, and a Salesloft cadence is a multi-step outreach sequence — its automated email steps are sent by the platform without further human action, while call, task and other manual steps are only queued for a user to execute — the unrestricted automated-send effect is what governs the tier: a delivered email cannot be recalled, so the capability declares create and send, and send keeps the tier at the minimum R3 tier; send is one of the designated actions requiring human approval.

Documentation review is complete. Obtain deployment-specific approval before enabling; live tenant testing remains outstanding. Credential custody was reviewed on 2026-09-21 against this pack's custody model — a scoped customer API key (or, where the deployment runs the OAuth flow, a short-lived access token) held in the customer's vault — with the following findings (the full credential contract is in the credential note).

Issuance authority and delegation: the customer provisions API keys in Salesloft Account > Your Applications > API Keys and OAuth apps under Your Applications > OAuth Applications, and both act on behalf of the issuing or authorizing user, so issuance authority sits with the customer's own admin; OAuth is the only method Salesloft approves for partner applications. Scope: both modes are scoped at creation — at least one scope is required before a key can be saved, and a key's scopes can be narrowed later by editing it; the retrieved pages show the <resource>:<action> scope naming but do not enumerate the full catalog, so exact scope names are confirmed in the UI at creation.

Audience: no audience mechanism is documented — the bearer value authorizes against api.salesloft.com, and audience binding beyond that is not established. TTL: API keys have no documented expiry and remain valid until deleted; OAuth access tokens expire after 7,200 seconds.

Refresh ownership: in OAuth mode every refresh revokes all older refresh tokens, so an external process must always store the newest refresh token, and in API-key mode there is no refresh at all; in both modes the executor injects the stored value verbatim and performs no token lifecycle itself.

Revocation: API keys are revoked by deleting them in the account UI; for OAuth the reviewed documentation establishes grant invalidation only through the invalid_grant error and documents no token-revocation endpoint, so an OAuth revocation endpoint is not established. Executor access and replay/exposure: the executor reads only the vault reference and injects the complete Authorization header value; Salesloft warns that API keys function like logins, so the vault reference is the only place the value may live; both modes are bearer credentials replayable while valid, and OAuth's 7,200-second TTL and forced refresh rotation bound a stolen token's window while an API key has no such bound until deleted.

Alternate access paths: the Salesloft web UI and any other integrations retain access outside this pack, and deleting the key or revoking the grant closes only this path.

Download the complete package JSON for exact network allowlists, credential requirements, exclusions, and setup notes. Read these requirements before installation.

The full documentation review record is supplied in the evaluation package. The evaluation package runs in your environment and comes only with the paid design partnership. This page reproduces the source links and review block; the full record is available for evaluation. Discuss a design partnership to inspect it before installation.

Review block

This section reproduces the review block recorded in the pack file. The evidence and approval record is separate: for a reviewed pack, it is in the evaluation materials and in the release binary's embedded assets.

Review completed: 2026-09-22

7 sources, retrieved 2026-09-21

Current documentation links are navigation aids. They do not change the package, its historical sources or its review date. Review dates describe a documentation review, not a live integration test. No package is provider-endorsed or yet tested against a live provider tenant.

Release identity

SHA-256 of the pack file bytes: 59e4e23d9923826ae5e6e6d12d600336fb316c7be928a5b773d8cc58ee578a74

Distributable: yes, digest matches the release manifest. Editing a package changes its release identity. A deployment plan checks its own file digests; it does not restore reviewed status or authenticate approval.