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How To Reconnect and Update User Authorization for CRM Plugins

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Chris
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Objective

The purpose of this article is to provide direction to Outreach admins in reconnecting a disconnected CRM plugin, or modifying user authorization to the plugin.

Applies To

  • Outreach Admins
  • CRM Admins

Notes

  • Admins connecting a plugin environment must have the applicable permissions in the organization's CRM.
  • Confirm the connecting profiles meet the integration permission requirements.
  • The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience which is currently in Beta. For instructions on the Enhanced CRM Sync Experience, see section Enhanced CRM Sync Beta.

Procedure

Classic Plugin

  1. Access the Outreach Plugin.
  2. Access the CRM Plugin.
  3. Click the More Options icon (hidden dropdown arrow) and select Reconnect.
    ReconnectPlugin_01.gif
  4. Input the applicable login credentials if prompted. 
  5. 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. 

Enhanced CRM Sync Beta

  1. Access the Outreach Settings.
  2. Access the CRM Integration.
  3. Click the More actions icon (...) and select Reconnect.
  4. Input the applicable login credentials when prompted. 
  5. 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. 

Common Reasons the Plugin becomes Disconnected

  1. A change in permissions of the Salesforce admin who initially connected the plugin.
  2. The Salesforce Admin changed their Salesforce credentials.
  3. The Salesforce Admin who originally connected the plugin has left the company.
  4. An Outreach Admin manually disconnects the plugin.

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