When enabled, Advanced Task Mapping for call tasks will create a call task on the lead or contact profile in Salesforce. Based on the plugin settings (outlined below), when the call task is marked as complete in Outreach the corresponding task will also be marked as complete in Salesforce.
Salesforce Plugin Settings
As a reminder, In the Task <> Call mapping object, you’ll want to have the following options toggled ON in the task call task object in the Salesforce plugin, including the conditions found under "Outbound Create". The conditions that should be added to the outbound create field are:
- State Changed At is not empty
- Prospect is not empty
- Call Disposition Name is not Call - No Answer
Note: Make sure you change the outbound create conditions from the default "Any" to "All". This can be accomplished by clicking on the word "any" on the conditions so that it changes to "all".
When you've enabled the appropriate toggles in the Salesforce plugin, you'll be able to map new fields on the task object in Salesforce.
Please note: You will want to change the standard field mapping from "Completed At <> Due Date only" to "State Changed at <> Due Date Only" for the most accurate reporting in Salesforce.
All available mappings include:
| Field Name | Sample Value | Description |
| ID | 40 | Call ID in Outreach |
| Answered at | 2016-10-12T22:52:47+00:00 | The time when a call was picked up |
| Attributable Sequence ID | Enterprise FUP Sequence - VP | Outreach will attribute a task to the most recently finished sequence if the task isn't associated with an active sequence |
| Call duration (HH:MM) | 0:00:15 | Hour:Minute:Seconds |
| Call duration (seconds) | 90 | Total number of seconds |
| Call purpose name | Introduction Call | Call purpose set by Outreach admin |
| Completed at | 2016-10-12T22:54:17+00:00 | The time an answered call was completed. |
| Call direction | Outbound | Inbound or Outbound |
| Call disposition name | Call-Connect | Disposition name created by Outreach admin |
| From | 16502156886 | Number dialed from |
| Note | went well | Call notes |
| Is outbound | TRUE | Boolean |
| Recording URL | Twilio Recording url | |
| Retain recording | TRUE | When a user wants to retain the recording after a call was made |
| Sequence ID | 12 | Which sequence was the call task from? |
| Sequence name | Enterprise FUP Sequence - VP | Which sequence was the call task from? |
| State | no_answer | State of a call, possible values are: ringing, no answer, failed, completed, cancelled, busy |
| State changed at | 2016-10-04T21:09:51+00:00 | The last time the state was changed |
| To | 16505758368 | To number |
| User call type | Bridge | VOIP or Bridge |
| Sequence step number | 1 | Which step was the call task |
| Should record call | FALSE | Did the Outreach user choose to record the call prior to dialing? |
| Prospect | Mickey Mouse (Lead/Contact) | Lookup to the corresponding lead/contact |
| User | Donald Duck (Outreach user) | Map to a specific SFDC user |
There is no need to alter any advanced field options for any particular field. We have already added the necessary advanced field options for you! If you have questions about adjusting these fields, we recommend reaching out to Outreach Support to confirm the changes will not impact your Salesforce sync.
NOTE: It is important to turn off the toggle on the Lead AND Contact Sync Settings for calls within the messages and events settings. This will prevent the duplicate calls logging in Salesforce:
© 2019 Outreach.io
Comments
0 comments
Please sign in to leave a comment.