The purpose of this article is to provide information to Outreach Users regarding...
- Outreach Users
Q: How long does it take to migrate all of my existing meetings to Outreach?
A: Outreach automatically syncs events in your calendar a year in the past and a year into the future once your calendar is connected. We recommend that you start using Outreach Meetings and maintain your existing meetings.
Q: If I migrate from another solution to Outreach, will my recurring meetings be duplicated or deleted in my calendar? In Salesforce?
A: Outreach will not delete any events on your calendar or Salesforce. Events are de-duped from your calendar and in Salesforce by matching the title of the event, the people on the event, and the duration of the event.
Q: If I migrate from another solution, will my meeting performance data migrate over to Outreach or Salesforce?
A: Data that you’re syncing into Salesforce from your current solution will still be available to you. In Outreach, we’ll capture the number of meetings booked with Prospect, but we cannot port data from your current solution into Outreach. We’d be happy to help you create new custom Salesforce reports for similar reporting with Outreach Meetings. Outreach reports, including sequence attribution, number of no shows, and leaderboards, are coming!
Q: If I migrate over, will I need to change out all of my calendar links to Outreach Meeting links?
A: Yes. You’ll want to replace your current links with your Outreach public calendar link and conference links. These are most often found in signatures, templates, and snippets. You may have also created sender custom fields that includes this link, so make sure you check your settings!
Q: How do I update my current triggers into Outreach Meetings?
A: Outreach has robust triggers for many different scenarios. Reach out to your CSM or submit a ticket through the Support Portal so we can understand your specific workflow and find a custom solution