Objective
Reconnecting a disconnected CRM plugin, or modifying user authorization to the plugin.
Applies To
- Outreach Admins
- CRM Admins
Before you begin
- Admins connecting a plugin environment must have the applicable permissions in the organization's CRM.
- Confirm the connecting profiles meet the integration permission requirements.
Procedure
- Log in to Outreach.
- Click Administration > Integrations > CRM.
- Click the ... menu from the right top > Reconnect.
- Input the applicable login credentials when prompted.
- Test the connection to confirm syncing.
Note: To confirm authorization has been made, run a test by applying a change to a record within Outreach and confirming the update was made in Salesforce. For more information on connecting and testing CRM plugins and environments, refer to the Connecting & Testing Salesforce Plugin Environment article.
Additional Note:
If reconnecting the plugin auth user (PAU) to a different account, after reconnection, it may take a short while for it to "refresh" with the new PAU's profile and permissions.
Some actions performed during disconnection / reconnection may not be synced and may be completed at a later date during a future update and syncing.
Common Reasons the Plugin becomes Disconnected
- A change in permissions of the CRM Admin who initially connected the plugin.
- CRM Admin changed their CRM credentials.
- The CRM Admin who originally connected the plugin has left the company.
- An Outreach Admin manually disconnects the plugin.