Outreach uses API calls to communicate and sync records to and from Salesforce. The number of API calls used varies depending on the following factors:
- Is the data coming inbound from Salesforce into Outreach?
- Is the data being sent outbound from Outreach to Salesforce?
- Do the records being synced also have relationships that have not been previously synced?
Syncing Data from Salesforce to Outreach (Inbound)
If the data is coming from Salesforce into Outreach, Outreach can detect up to 2,000 unique Salesforce records in one API call, and can import up to 200 records in 1 API call. Polling takes place every few seconds to every few minutes, depending on your preferences, so the number of records brought down in a single API call can vary depending on the number of updates that have been made in Salesforce.
Example: If 2000 Lead objects are created in Salesforce, only 1 API call will be consumed to detect all 2000 Lead objects, and then 10 API calls will be used to bring this data into Outreach in batches of 200 records at a time, for a total of 11 API calls used.
Syncing Data from Outreach to Salesforce (Outbound)
If the data is sent to Salesforce from Outreach, one API call is made to Salesforce to update a corresponding record every time there is an update to the record in Outreach.The intention is to keep the synchronization process as close to real time as possible. If the same record is changed multiple times in quick succession, all of those updates are batched into a single API call.
Example: If 100 Prospects are created within Outreach. 100 API calls will be used to synchronize this data with Salesforce.
Synchronizing Relationships Between Records
Outreach also supports syncing relationships between records in real time. If at any time during the inbound or outbound sync process, a relationship is encountered that does not exist in either system, one additional API call is made to ensure that relationship has been synchronized
Example: If 100 Contact objects are created in Salesforce that are also associated with Account objects that are not in Outreach, 1 API call will bring in all 100 Contacts, and 100 additional API calls are used to bring in all the associated Account objects. Total: 101 API calls.
Frequently Asked Questions
Q: How many API calls am I already using?
A: After connecting Outreach to Salesforce, an Administrator will be able to see how many total API calls have been used on that day in the Limits section of your Salesforce plugin inside Outreach.
Once your Salesforce plugin is connected, click on your initials on the bottom left hand side of the screen. On the Settings panel, select "Plugins". Click into the plugin and on the top of the screen select "Limits".
The global API call usage tells you how many API calls are used by all apps connected to Salesforce that require API calls. The Outreach-specific API call usage determines how many API calls are being used specifically by Outreach.
Q: How do I limit Outreach's API call usage?
A: You can reference this article to learn more about how to limit API call usage.
An Outreach Admin can set the maximum number of API calls Outreach can perform per day by designating the Outreach-specific or global API call threshold. When the API call threshold is met, the Outreach plugin will no longer push updates to Salesforce or poll updates into Outreach from Salesforce. Updates and activity syncs will be retried 3 times in a 24-hour period (once every eight hours). If the call threshold does not drop below the limit during these 24 hours, the activity sync will not be retried.
Q: How can I view API call usage in Salesforce?
A: See below for viewing API usage in Enterprise vs Professional editions
For Enterprise/Unlimited Editions
From the main Salesforce page, click on Reports > Administrative Reports > API Usage - Last 7 Days.
For Professional Edition
From the main Salesforce page, click on Setup > Monitor > System Overview > API Usage.
Q: How do I get more API calls?
A: API calls are purchased through Salesforce. If you'd like to increase the amount of API calls available to your org, you can reach out to your Salesforce Account Executive to discuss your options. If you increase the number of API calls available for use, the change will be reflected in Outreach under your Salesforce limits.