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Salesforce-Outreach Integration Guide

The document discusses configuring the integration between Salesforce and Outreach. It covers: 1. The Salesforce plugin menu has 4 tabs - Types, Limits, Activity, and Logs - to configure data flow, API limits, activity history, and logs. 2. Data can sync via polling or pushing between the systems. Polling checks for updates periodically while pushing happens in real-time. Conflict resolution rules can be set. 3. Each object type has toggles to enable inbound/outbound creation and updating. Conditions define when syncs occur. Activity and messages configure what syncs as events. 4. Best practices include enabling inbound create and update, and configuring stages and statuses

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AbhilashBetanamudi
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321 views41 pages

Salesforce-Outreach Integration Guide

The document discusses configuring the integration between Salesforce and Outreach. It covers: 1. The Salesforce plugin menu has 4 tabs - Types, Limits, Activity, and Logs - to configure data flow, API limits, activity history, and logs. 2. Data can sync via polling or pushing between the systems. Polling checks for updates periodically while pushing happens in real-time. Conflict resolution rules can be set. 3. Each object type has toggles to enable inbound/outbound creation and updating. Conditions define when syncs occur. Activity and messages configure what syncs as events. 4. Best practices include enabling inbound create and update, and configuring stages and statuses

Uploaded by

AbhilashBetanamudi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Pro Edition with REST API access Salesforce Enterprise Edition

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Salesforce Syncing to Outreach (Polling)

Outreach Syncing to Salesforce (Pushing)


Creating Records From Salesforce Into Outreach (Inbound Create)

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Create from Outreach to Salesforce (Outbound Create)


Lead: Lead Status:

Contact:
User:

Account:

User Role:

Opportunity:
Task:

Event: More:
Inbound Syncing from Salesforce to Outreach (Bulk)

Outbound Syncing from Outreach to Salesforce (Real Time)


Email Activity:

Phone Activity:

Text messages:

Meetings:

Generic Tasks:
Manual Tasks:

Sequence Tasks:

Tasks Types:
Users

Ownership

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1.

2.

3.

4.
The Salesforce plugin menu consists of 4 tabs:
1. Types

2. Limits

3. Activity

4. Logs
Configure data flow in and
out of Outreach
Set the plugin to ensure Outreach never puts
you over your daily API call limit.

• Global

• Outreach-specific:
Activity History Technical Action Log
Outreach syncs objects through two mechanisms: Polling and Pushing data

Polling

Pushing

Conflict Resolution:

•
Understanding Toggles

What are the toggles under each object type?


Polling and Inbound Create/Update
Polling

Polling Frequency

Inbound Create

Inbound Update
Pushing and Outbound Create/Update
Pushing

Outbound Create:

Outbound Update

not
Conditions set criteria for when the sync should apply.

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Messages and Events tell the Outreach<>SFDC plug in what
activity should sync to Outreach.

Best Practice:
• Inbound Create enabled

• Inbound Update enabled


• Inbound Update enabled
•

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Before configuring your lead or
contact stages in the Salesforce
plugin, you’ll need to make a few
adjustments in Outreach.

*If applicable
•

The stage name should be verbatim to what


appears in Salesforce, including spacing and
capitalization.
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Syncing Meeting data from Outreach to Salesforce

Syncing to Salesforce:

Duplicate Meetings:

Sync with Opportunities:


Syncing opportunity data from Salesforce to Outreach
Syncing from Salesforce:

Fallback to associate activity toggle:


Sequence information that can push to Salesforce:
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● ○ Examples: auto_email, manual_email,

○ call, task
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● ○ True/False value
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The Peak
Contact support@outreach.io to claim your seat.
Questions?

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