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How To Manually Sync Opportunity Records with the CRM

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Purpose

The purpose of this article is to provide direction to Outreach Admins in manually syncing multiple account records with the CRM. 

Intended Audience

  • Outreach Admins

Notes:

  • Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article. 
  • Outreach automatically looks for changes to records in both the Outreach Platform and the CRM instance; however, depending on the plugin's settings, changes may not be synced immediately.
  • Outreach allows the syncing of Opportunity records to capture and import new and updated information immediately through a manual import process.
  • Manually syncing records takes up more API calls than allowing a record to automatically update through the plugin and could potentially exceed API call quota.

Procedure

  1. Access the Outreach Platform. 
  2. Click the Opportunities icon in the navigation sidebar (either indicated by a dollar sign icon, or housed under the “Records” section). 
  3. Sort, filter, and select the applicable Opportunities you’d like to sync with SFDC.
  4. Click the More Options icon (...) and select Synchronize with CRM.
  5. Select the applicable action and options based on the descriptions in the table below:
Action Description
Pull data down from CRM Updates the record in Outreach with the latest information from the CRM. 
Push data up to CRM Updates the Opportunity in the CRM with the latest information from Outreach. 
Find corresponding object without changing data Connects the Object ID used in the CRM
Ignore Integration Filters and Conditions

Ignores any conditions set on Inbound/Outbound Update in the CRM. 

Note: Syncing this option will bypass the plugin's configuration settings.
Force sync of all fields for selected opportunities

Updates Outreach or the CRM with the latest values regardless of whether or not there is a new Modified By date since the last polling cycle. 

Note: Syncing this option will bypass the plugin's configuration settings.
  1. Click Sync.

Note: Manually syncing records takes up more API calls than allowing records to automatically update through the plugin and could potentially exceed your API call quota.

 

 

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