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 Opportunities. In essence, custom fields help accommodate non-standard fields in Salesforce that you want to use in Outreach.
Outreach defaults every user to 35 custom fields, but more can be added to your account if requested.
Opportunities Custom Fields
- Click on the initials on the bottom left hand corner of Outreach
- Under "System Config" select "Opportunity"
- 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.
Once a custom field label has been entered and saved, that field will be available in the Opportunity settings.
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.
Note: Outreach Custom fields are limited to 30k characters.