The Salesforce Task <> Outreach Task mapping will create a generic task on the lead or contact profile in Salesforce. Based on the plugin settings (outlined below), when the generic task is marked as complete in Outreach the corresponding task will also be marked as complete in Salesforce.
In the Salesforce Task <> Outreach task object mapping you’ll want to have the following options toggled ON and include the listed conditions 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||For In Person or Action Item Tasks||Description|
|Action||in_person/action_item||Is the task an in person meeting or action item?|
|Completed||TRUE||Is this task completed?|
|Completer ID||7||User ID of the Outreach user that completed the task|
|Completed at||2016-10-22T08:09:27+00:00||Time the task was completed|
|Completer name||Rachael Siegel||Name of the Outreach user that completed the task|
|Due at||2016-10-26T00:20:06+00:00||Due date of the task|
|Note||Reach out on LinkedIn with press release||Mirror of the note text|
|Task type||Manual, Sequence||Was the task created by a sequence or was it created manually?|
|Task priority||Low||The priority assigned to the task (low, medium, or high)|
|User||Rachael Siegel||Name of the task owner|
|Prospect||Donald Duck||Name of the prospect associated with the task|
|Sequence name||Test Call Sequence||Name of the sequence that generated the task|
|Sequence step number||1||The step of the sequence that created the task|
|Template||Outbound Prospect Template||The name of the template if used to send an email|
|Owner||Rachael Siegel||Task Owner|
You should not 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 firstname.lastname@example.org 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 tasks within the "messages and events" settings. This will prevent the duplicate tasks from logging in Salesforce.