When enabled, Advanced Task Mapping for email tasks will create a mailing task on the lead or contact profile in Salesforce. Based on the plugin settings (outlined below), when the email task is completed in Outreach, the corresponding task will also be marked as complete in Salesforce.
Salesforce Plugin Settings
In the Salesforce Task <> Outreach Mailing object mapping you’ll want to have the following options toggled ON, including the conditions found under "Outbound Create":
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. The new mappings that are available include:
| Field Name | Sample Value | Description |
| ID | 78 | Mailing ID |
| Bounced at | 2016-10-13T17:41:02+00:00 | Date and time the email was bounced |
| Click Count | 0 | Total number of clicks |
| Clicked at | 2016-10-14T17:19:14+00:00 | First click time |
| Delivered at | 2016-10-06T18:03:08+00:00 | Time the email was delivered |
| Follow up sequence ID | 3 | ID of the follow up sequence, if used |
| Follow up sequence name | Test Sequence Name | Follow up sequence name, if used |
| Follow up sequence starting date | 2016-10-17T17:20:53+00:00 | When did step 1 of the follow up sequence start? |
| Follow up task scheduled at | 2016-10-06T21:57:55+00:00 | If using a follow up task, when is it due? |
| Follow up task type | no_reply | What type of follow-up task is being used? (no reply or create a follow up task regardless) |
| Mailbox source email address | donald.duck@outreach.io | Outreach user email addressed used to deliver the email |
| Marked as spam | TRUE | If detected, was the email marked as spam? |
| MessageID | <580e33dbebecb_433d77444cc_54_74@staging-outreach0worker-insane-giant-9492.mail> | Message ID associated with the email |
| Open count | 1 | Total opens |
| Opened at | 2016-10-14T17:19:14+00:00 | first time the email was opened |
| Prospect | Donald Duck | The name of the prospect |
| Replied at | 2016-10-14T17:24:12+00:00 | When was the email replied to? |
| Sequence step number | 1 | What was the sequence step? |
| Scheduled at | 2016-10-06T20:59:15+00:00 | When was the email scheduled to deliver? |
| Template ID | 3 | If the mailing was sent with a template, which template ID was used? |
| Template name | Test Template Name | The the email was sent with a template, what's the name of the template that was used? |
| Track links | TRUE | Is this mailing tracking links? |
| Track opens | TRUE | Is this mailing tracking opens? |
| Unsubscribed at | 2016-10-25T04:53:03.000+000 | When did the prospect unsubscribe? |
| User | Rachael Siegel | Outreach User that sent the email |
Note: 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 support@outreach.io to confirm the changes will not impact your Salesforce sync.
It is important to turn off the toggle on the Lead and Contact Sync Settings for messages within the "messages and events" settings. This will prevent the duplicate calls logging in Salesforce.
© 2017 Outreach.io
Comments
0 comments
Please sign in to leave a comment.