Salesforce is a highly technical solution that’s not meant to and shouldn’t be used for day to day selling activities. Outreach was created to optimize the way sales team sell, while syncing their activities and tasks back into the system of record.
But that’s only half the battle. Because Salesforce is integrated deeply into the sales process, any platform that works with the CRM should work seamlessly with Salesforce.
Building a Conflict Resolution Layer in Outreach's Salesforce Integration
Our Salesforce integration looks at both Outreach and Salesforce to see if updates were made in both locations - it’s called conflict resolution and it’s important. Conflict resolution acts as a middle layer that instantly compares both records. If there are updates in both platform, the plugin ensures all updates are made so the data matches. It only updates the fields that have changed, and never overwrites data that doesn’t need to be updated. Your data deserves better. That’s why Outreach has an intelligent layer to handle conflicting updates between Outreach and Salesforce based on they way your team makes updates to records.
We have created the most intelligent data conflict resolution in the game. No more data entry overrides from the systems feeding salesforce with data. Whether you’re updating data in & out of Salesforce, one-direction, or interested in overriding blank fields, Outreach can accommodate. You can always trust that you’re looking at the most up to date, accurate data, whether you’re in Outreach or Salesforce.
The concept of a conflict resolution layer isn't found in many platforms, and it's something a lot of sales platforms get wrong - they decide one platform is more important than all others. Without this layer, if changes are made in two platforms before a sync can occur, the hierarchy determines whose data wins. This means data gets overwritten and you lose valuable information - and there’s no going back from that.