In order to import Salesforce data into Outreach or vice versa, Outreach utilizes a bi-directional syncing method. Outreach users can sync updated information on any field within Salesforce or Outreach and create new records from either platform.
Outreach utilizes an OAuth connection to sync data between both platforms. When setting up Outreach for the first time, all configuration will be done within Outreach. Outreach is not an APEX application.
We are compatible with Salesforce Lightning, Salesforce Aloha ("Classic"), Salesforce Console, and the SKUID overlay.
Outreach & Salesforce Bi-Directional Sync
While competing companies claim to have a bi-directional database sync, most do not. Outreach has invested significant resources into creating a proper enterprise-grade, bi-directional sync that allows users to bring data from any record or field, and then update that data back to Salesforce. For additional information on our bi-directional sync capabilities, see Data Transfer Capability.
Outreach pulls down new records and updates every 10 minutes as a default, but can be configured to pull this information even faster. When pushing new data to Salesforce, Outreach waits 60 seconds before sending an update to ensure multiple different updates are combined into one package, preventing unnecessary API calls.
There are a few Connection Requirements to leverage the Salesforce connection within Outreach.
Common Use Cases
Outreach's connection to Salesforce is used to create and update records in either platform and then sync the two platforms to mirror each other. Users have the option of using Outreach or Salesforce as their front end application, depending on their unique workflow. They can also leverage the connection for both inbound and outbound actions, along with more tactical communication with leads, contacts, and accounts.
There are two important questions that need to be answered before having your initial call with an Outreach Account Manager.
- What records need to be brought into Outreach? Should the records feed in automatically if the specified criteria were met, do users want to manually pull specific lists in or should both be available?
- Are lead and contact statuses finalized? Ensure leads and contact fields are set up correctly and completed in order for Outreach to match the leads and contacts correctly. See Configure Your Lead/Contact Statuses.