Outreach Meetings Field Mappings for Granular Salesforce Reports

Purpose: 

The purpose of this article is to provide direction to Outreach Users in mapping meetings for granular Salesforce Reports. 

Intended Audience:

• Outreach Users

Notes: 

• Confirm Field Level Security is visible to all profiles and add this field to the page layout.

Meeting Field Mappings for Granular Salesforce Reports: 

This article discusses the following mappings for granular salesforce reports: 

• Booker - Displays the actual User who booked the meeting. For example, if a SDR booked a meeting on behalf of an AE, the AE's name appears in the Assigned To field, and the SDR appears in the Booked By field in the Event Page layout.  
• Source - Provides Users the ability to distinguish whether a meeting was booked through Outreach or booked prior to connecting to Outreach Platform and retroactively synced back to Salesforce. Displays one of two values:
  
  • App - The meeting was booked through Outreach Meetings. 
  • Sync - The meeting was retroactively synced back from the User's calendar and pushed to Salesforce. 
• Meeting Type Name - Pushes the name of the meeting type that was selected in Outreach so the user can further filter the Salesforce Reports. 
• Meeting No-Show - Pushes to a checkbox field in Salesforce illustrating whether or not invited parties attended the meeting. 
• Meeting Canceled - Provides Users the ability to run a report that illustrates whether a meeting was deleted from the synced calendar by the meeting owner. 

Note: Outreach cannot delete events that are synced to Salesforce. Outreach pushes updates to the field informing Users of any changes. If a meeting is deleted in Outreach, the meeting will not be removed from Salesforce. By adding the Meeting Canceled field to the Salesforce Plugin, Users can run a report to determine if a meeting was deleted from they synced calendar by the meeting owner. 

How To Map the Booker Field to Outreach:

1. Access the Salesforce Instance.
2. Create a lookup field related to the User object on the Activity Object.
3. Add the field to the Event Page Layout.
   Note: Confirm Field Level Security is visible to all profiles and add this field to the page layout.
   
4. Access the Outreach Platform.
5. Click Plugins under the System Config section of the Settings panel.
6. Click the Event <> Calendar Event object in the Types list.
7. Click Fields in the menu bar.
8. Click Add and map the Booker field to the Booked By field.
   
9. Click the dropdown arrow to the right of the Booked By field and select Advanced.
10. Click to enable the Mapped Field option under Lookup Field.
11. Select User from the External Mapped Type: dropdown menu.
12. Click Done.
13. Click to enable Updates Out to the right of the Booker<>Booked By field mapping.
14. Click Save.

Note: If the Booked By field does not appear in the Salesforce Event Field dropdown menu, confirm the field level security in Salesforce. 

How To Map the Source Field to Outreach: 

1. Access the Salesforce Instance.
2. Create a custom text field (with a field length of six characters) related to the Source object on the Activity Object.
3. Add the field to the Event Page Layout.
   
4. Access the Outreach Platform.
5. Click Plugin under the System Config section of the Settings Panel.
6. Click the Events <> Calendar Events object in the types list.
7. Click Fields in the menu bar.
8. Click Add and map the Source field to the corresponding Salesforce field.
9. Click to enable the Updates Out option to the right of the Source <> Meeting Source object.
10. Click Save.
    
    When a meeting is booked with Outreach Meetings, the calendar event appears as illustrated in the image below.
    

How To Map the Meeting Type Name Field to Outreach:

1. Access the Salesforce Instance.
2. Create a custom text field (with a field length of 50 characters) on the Activity Object.
3. Add the field to the Event Page Layout.
   Note: Confirm Field Level Security is visible to all profiles and add this field to the page layout.
4. Access the Outreach Platform.
5. Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.
6. Click Plugins under the System Admin section of the Settings Panel.
7. Click the Event <> Calendar Events object in the Types list. 
8. Click Add and map the Meeting Type Name to the Meeting Type object. 
9. Click to enable the Updates Out option to the right of the Meeting Type Name <> Meeting Type object.
10. Click Save.
    

How To Map the Meeting No-Show Field to Outreach:

1. Access the Salesforce Instance.
2. Create a checkbox field on the Activity Object.
3. Add the field to the Event Page Layout.
   Note: Confirm Field Level Security is visible to all profiles and add this field to the page layout.
   
4. Access the Outreach Platform.
5. Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.
6. Click Plugins under the System Admin section of the Settings Panel.
7. Click the Event <> Calendar Events object in the Types list. 
8. Click Add and map the Is No-Show to the Meeting No Show object. 
9. Click to enable the Updates Out option to the right of the Is No-Show <> Meeting No Show object.
10. Click Save.
    

How To Map the Meeting Canceled Field in Outreach:

1. Access the Salesforce Instance.
2. Create a checkbox field on the Activity Object.
3. Add the field to the Event Page Layout.
   Note: Confirm Field Level Security is visible to all profiles and add this field to the page layout.
   
4. Access the Outreach Platform.
5. Click the User's initials (avatar) in the bottom left corner of the navigation sidebar.
6. Click Plugins under the System Admin section of the Settings Panel.
7. Click the Event <> Calendar Events object in the Types list. 
8. Click Add and map the Canceled object to the Meeting Canceled object. 
9. Click to enable the Updates Out option to the right of the Canceled <> Meeting Canceled object.
10. Click Save.
    

Additional Resources: