Custom Fields

Outreach comes with many standard fields to accommodate your Outreach-Salesforce field configuration, but we know it's important that your field mapping is custom to your company. With custom fields, you can create exactly the fields you need to hold the information that's most important about your prospects and accounts. In essence, custom fields help accommodate non-standard fields in Salesforce that you want to use in Outreach. For example, you can use custom fields as dynamic tags for email templates.

Outreach defaults every user to 35 prospect custom fields and 35 account custom fields, but more can be added to your account if requested.

 Prospect Custom Fields

1. Click on the initials on the bottom left hand corner of Outreach
2. Under "System Config" select "Prospects"
3. You'll see a list of custom fields where you can create labels, which will help you identify what information is being pulled into Outreach from Salesforce. 

Account Custom Fields

1. Click on the initials on the bottom left hand corner of Outreach
2. Under the settings panel, find the section labeled "Accounts"
3. You'll see a list of custom fields where you can create labels, which will help you identify what information is being pulled into Outreach from Salesforce. 

On both the prospect and account you are able to add a custom field label or modify an existing one.  Once a custom field label has been entered and saved, that field will be available in the prospect and account settings and wherever custom fields are applicable.

Naming your custom fields is helpful to keep everything linear across the whole org and ensure people are importing the correct information into the correct custom fields. This also allows them to show up as a named field on the prospect level an within the Salesforce plugin field mappings on the lead and the contact objects. 

Outreach Custom fields are limited to 30k characters. 

Custom Fields Use Cases

Templates

Templates allow you to include the custom field information as an auto populating variable.

When creating a template, click on the variable icon at the bottom of the compose window.  Select from the list of variables to choose from.  Variables labeled {{CustomX}}, with X being numbers 1-30, are your custom variables set up in settings.  The double brackets on the left show you which number variable it is, while on the right displays the content for that variable.  

In the example below, the custom variable #1 is “shoe size.”  Notice how the email is formatted as a template, and the dynamic preview to the right.

Triggers

Custom fields can be used to create triggers, automated actions taken by Outreach based on specified conditions.

Under settings > triggers > +add > edit trigger, you’re able to add one of your custom fields to the prospect conditions.  

Plugins

Custom fields are extremely useful if your Salesforce instance has a lot of information that is necessary for prospect engagement. You can map the custom fields to those fields in your SFDC and bring that information into Outreach. Once in Outreach you can sort, filter, and segment prospects using that information so that prospects get the most targeting messaging for their persona. Or, you can use those custom fields in templates or sequences. Say you've generated a custom URL or code for use across a specific group of prospects. You can designate a custom field for that and direct them to a page specifically for them using the custom field in as a variable. i.e. Outreach.com/{{custom15}}.