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Remapping individual Outreach records to Salesforce

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Shawn Stensberg
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Objective

If you have the incorrect CRM record mapped to Outreach, this article will teach you how to remap the record in Outreach with another record in Salesforce.

Applies To

  • Accounts
  • Prospects
  • Opportunities
  • CRM

Procedure

  1. Navigate to the record you would like to remap.
  2. Hover over the Salesforce information area in the bottom right-hand corner.
  3. Click the X icon that appears, as shown here:
  4. Click 'Yes' in Remove Mapping dialog.
  5. Hover over the same area, but this time click the cloud icon.
  6. In the 'Action' drop down, choose 'Find corresponding object without changing data' and click the 'Sync' option:

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