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

# Salesloft Manage

> Create and update Salesloft people and accounts, manage cadence enrollment, and log notes, tasks, and calls.

Requires a [Salesloft connection](/integrations/salesloft). Grant it only to agents allowed to act on the sales team's behalf: adding someone to a cadence starts real outreach. Records are attributed to the Salesloft user who owns the API key.

| Action                | Needs                                                                                                                         |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| `create_person`       | `properties` with `email_address`, or `phone` + `last_name`                                                                   |
| `update_person`       | `id`, `properties`                                                                                                            |
| `create_account`      | `properties.name`, `properties.domain` (a URL is reduced to its host)                                                         |
| `update_account`      | `id`, `properties`                                                                                                            |
| `add_to_cadence`      | `person_id`, `cadence_id`; optional `user_id`, `step_id`                                                                      |
| `remove_from_cadence` | `membership_id`, or `person_id` + `cadence_id`                                                                                |
| `create_note`         | `content`, and `person_id` or `account_id`                                                                                    |
| `create_task`         | `person_id`, `subject`, `task_type` (`call`/`email`/`general`), `due_date` (YYYY-MM-DD); `user_id` defaults to the key's user |
| `log_call`            | `person_id`; `properties` may include `to`, `duration`, `disposition`, `sentiment`, `notes`                                   |

`add_to_cadence` returns the existing membership, without re-enrolling, when the person is already active on that cadence. `create_task` sends an idempotency key derived from the tool call, so retries don't duplicate tasks. Setting `do_not_contact: true` removes the person or account from every cadence. Deletes are not available here; use [Call Salesloft API](/tools/salesloft_api_call) deliberately.