Advanced Task Mapping Overview

Advanced Task Mapping lets you ensure that specific data points from activities created and completed in Outreach are carried over into specific fields in your Salesforce activity logs. This is helpful for Sales Managers and Salesforce Admins to run reporting in Salesforce on open or completed activity within Outreach.

Once you have contacted Outreach support to turn on this functionality within your Outreach instance, you will see three new objects listed in your plugin type’s menu: Salesforce Tasks <> Outreach Calls, Salesforce Tasks <> Outreach Mailings, and Salesforce Tasks <> generic Outreach Tasks. You'll find more details, including setup steps, on each object later in the support documentation.

With Advanced Task Mapping enabled, you can: 

• Map to custom fields on the task object instead of the activity history
• Push prospect engagement data to fields on the prospect record
• Consolidate events (number of opens, clicks)
• Granularly configure how activities are posted to SFDC

Advanced Task Mappings are used to ensure that specific data points from activities created and completed in Outreach are carried over into specific fields in your Salesforce activity logs. This is helpful for Sales Managers and Salesforce Admins to run reporting in Salesforce on open or completed activity within Outreach.

Setting up Advanced Task Mappings

Once you have contacted Outreach support to turn on this functionality within your Outreach instance, you will see three new objects listed in your plugin type’s menu: Salesforce Tasks <> Outreach Calls, Salesforce Tasks <> Outreach Mailings, and Salesforce Tasks <> Generic Outreach Tasks. Please find more details on each object later in the support documentation.

Defining Sync Options

When you click into any of the Task objects in the Salesforce plugin, we suggest enabling the following options:

• Pushing - Automatically push tasks from Outreach to SFDC
• Outbound Create - Permission to create new tasks in SFD
• Outbound Update - Allows open tasks to be marked as completed in SFDC upon task completion in Outreach
• Automatically Associate Activity with Opportunity (optional) - Associate the task with the most recent opportunity

Polling and Inbound Update are not used or necessary on the customizable activity mapping, since all task creation and updates will be made in Outreach and pushed to Salesforce.   

Note: Tasks created in Salesforce will not be polled into Outreach, even if the polling option is enabled. Similarly, tasks created in Outreach and pushed to Salesforce cannot be marked as complete in Salesforce and updated in Outreach. Tasks will need to be marked complete in Outreach to update appropriately in Salesforce. 

Defining Field Settings 

Field settings determine which fields on the Salesforce task should be updated by Outreach. The available fields differ based on the task type that is mapped in the Salesforce plugin. Full field settings for each task type can be found in the support documentation for each task type.

Each task type will already have the standard Salesforce mappings created. However, custom templates are available for use if an Outreach field does not exist or does not match the corresponding Salesforce field that you’d like to map.