Purpose:
The purpose of this article is to provide direction to Outreach Users in mapping meetings for granular Salesforce Reports.
Intended Audience:
- Outreach Users
Additional Field Mappings for More Granular Salesforce Reports
“Booker” Field
This field will display the actual user who booked the meeting if, for example, a Sales Development Representative books a meeting on behalf of the Account Executive. In this example, the AE's name appears in the "Assigned To" field, and the SDR appears in the "Booked By" field in the Event page layout.
Updating the Salesforce Plugin to include "Booker" Field
1. In Salesforce, have your Salesforce Admin create a custom lookup field related to the User object on the “Event Page Layout” and ensure that the field level security is visible to all profiles. Add this field to the page layout.
2. Refresh your Salesforce plugin in Outreach and map the "Booked By" Field.
3. Check the "updates out" checkbox so it is enabled.
4. Next to the "Booked By" field, click on the dropdown arrow and select "Advanced".
5. In the pop-up modal, check the “Mapped Field?” box and then select “User” from the drop down.
Note: If the "Booked By" field does not appear in the Salesforce Event Field dropdown menu, you need to update the "Advanced Field Mappings". Once the advanced field mappings are added, the "booked By" field will appear in the dropdown menu.
“Source” Field
The Source field will display one of two values (App or Sync) so that you can distinguish whether a meeting was booked through Outreach or if it was booked prior to connecting with Outreach and retroactively synced back to Salesforce.
Source Values
App - The meeting was booked through Outreach Meetings
Sync - The meeting was retroactively synced back from your calendar and pushed to Salesforce
Updating the Salesforce Plugin to include "Source" Field
1. In Salesforce, have your Salesforce administrator create a custom text field on the “Event Page Layout” with a “Field Length” of at least 6 characters. Ensure that the field level security is visible to all profiles. Add this field to the Salesforce page layout.
2. Refresh your Salesforce plugin in Outreach and map the "Source" field to the corresponding Salesforce field. Check the "updates out" checkbox so it is enabled.
3. When a meeting is booked with Outreach Meetings, the calendar event will appear with the following:
“Meeting Type” Field
The "Meeting Type" field will push the name of the meeting type that was selected in Outreach so you can further filter your Salesforce Reports. For instance, this will allow you to create reports to view how many "Demo Call" meetings were booked in a month.
Updating the Salesforce Plugin to include "Meeting Type" Field
1. In Salesforce, have your Salesforce administrator create a custom text field on the “Event Page Layout” with a “Field Length” of at least 50 characters. Ensure that the field level security is visible to all profiles. Add this field to the Salesforce page layout.
2. Refresh your Salesforce plugin in Outreach and map the "Meeting Type Name" field to the corresponding Salesforce field. Check the "updates out" checkbox so it is enabled.
"Meeting No-Show" Field
The Meeting No-Show field will push to a checkbox field in Salesforce, letting you know whether or not your prospect(s) attended a scheduled meeting.
1. In Salesforce, have your Salesforce Admin create a new field related to the event activity type on the “Event Page Layout” and ensure that the field level security is visible to all profiles. Add this field to the page layout.
2. Refresh your Salesforce plugin in Outreach and map the "Is No-Show?" Field.
3. Check the "updates out" checkbox so it is enabled.
"Meeting Cancelled" Field
Outreach cannot delete events that are synced to Salesforce. Instead, we push updates to the field letting you know if there were any changes. If a meeting is deleted in Outreach, we will not delete the meeting in Salesforce. By adding the "Meeting Cancelled" field to the Salesforce plugin, you're able to run a report that lets you know if a meeting was deleted from the Outlook or Gmail calendar by the meeting owner.
1. In Salesforce, have your Salesforce Admin create a new field related to the event activity type on the “Event Page Layout” and ensure that the field level security is visible to all profiles. Add this field to the page layout.
2. Refresh your Salesforce plugin in Outreach and map the "Is No-Show" Field.
3. Check the "updates out" checkbox so it is enabled.
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