As you prepare to connect Outreach to your Salesforce account, there are a few terms that are important to understand. These toggles are found under each object (lead, contact, account, etc.) in the plugin configuration settings. We've defined these settings below so you can configure your plugin in whichever way suits your workflow best!
The polling function allows for Outreach to automatically scan Salesforce for any newly created objects or changes to existing objects in Salesforce. Outreach will only notice a recently updated object if the change occurred to a mapped field.
Example: Let's say you have the first name, last name, and email address mapped on the lead object in the plugin. If the lead's last name updates in Salesforce, Outreach would notice this change and attempt an inbound update, assuming the Inbound Update toggle is enabled (explained below). If the lead's phone number was updated, Outreach would not notice that change, since the phone number field is not mapped on the lead.
The polling frequency determines how often we poll Salesforce for new and/or updated objects (see the polling feature described above).
Note: If you increase the time between polling cycles, less API calls will be used.
The pushing function will automatically push changes that occur in Outreach to Salesforce, assuming the change takes place on a mapped field. This toggle will also allow newly created objects in Outreach to push to Salesforce, assuming Outbound Create is enabled (explained below).
Example: Let's say you have the Outbound Create toggle enabled for contacts. If a new contact is created in Outreach, and the pushing toggle is enabled, that contact would be created automatically in Salesforce, assuming it passes all of the validation rules for contacts.
This function will create records in Outreach from Salesforce.
Example: If you have the polling (explained above) and inbound create toggles enabled on the account object, and a record is updated or created in Salesforce, a new account record will be created in Outreach.
This function allows records to update inbound from Salesforce to Outreach.
Example: If you have the address mapped on the account object and their address changes in Salesforce, the address will update inbound. This assumes the polling toggle is enabled and there is an existing mapped account in Outreach.
This function allows records to be created from Outreach to Salesforce.
Example: If a prospect is created in Outreach and the outbound create and pushing toggles are enabled on the lead object, a new lead will be created in Salesforce. This assumes the lead passes all validation rules in Salesforce.
This function allows records to update from Outreach to Salesforce.
NOTE: Only fields that are mapped in the 'fields' section of the plugin will be pushed up to Salesforce.
Messages & Events
These are the activity postings that will be pushed up to salesforce after emails are delivered/received, tasks are completed, calls are made, or opens/clicks occur on any email deliveries. These can be customized by clicking on the gear icon to the right of each specific function. Keep in mind that each of these toggles uses 1 API call each time a message or event is pushed to Salesforce.