The purpose of this article is to provide information to Outreach users regarding Outreach's Unmanaged Salesforce Package.
Q: My organization previously set up some or all of the Engagement panel fields; does this replace those fields?
A: If you have configured some or all of these fields in the past, you will find that this package has created duplicate fields. Feel free to delete all fields that have API names that start with outreach_ on the Lead and Contact object except for Current Sequence Name (API: outreach_current_sequence_name). This field is used as part of the Process Builder flows. If your organization has already mapped Current Sequence Name in Outreach to a legacy custom field, you'll need to modify your mappings to point the Outreach data in this newly created field.
Q: Why are my Updates Out check boxes blank in my Outreach Leads and/or Contact Field Mappings?
A: This typically indicates that your Plugin Authorization User does not have read/write permissions for these fields in Salesforce. Confirm these fields are not labeled as Read Only.
For more information on these settings, refer to the Setting Salesforce Field Level Security For Type Fields article.
Q: What are the field names and values for my Salesforce Instance for Leads and Contacts?
A: Refer to the following table:
|Field Name||Field Values or Description||Field Type|
|Actively Being Sequenced||Is the Prospect in Sequence?||Checkbox field|
|Date Added to Sequence||Date that the Prospect is added into the Sequence.
Note: Exists in CRM only.
|Date Field (Automation required in Salesforce based on Actively Being Sequenced fied.|
|Current Sequence Name||Displays the name of the active sequence.
Note: There is a duplicate field in the Outreach Plugin - Name of Currently Active Sequence.
|Plain Text Field|
|Current Sequence Status||Display value of sequence state as either Active, Paused, Disabled, or Failed.||Plain Text Field|
|Current Sequence Step No.||Displays the number of the current sequence step.||Numeric Field|
|Current Sequence Step Type||Values:
|Current Sequence ID||Outreach's Sequence ID Number
Note: There is a duplicate field in the Outreach Plugin - ID of Currently Active Sequence.
|Current Sequence Task Due Date||Displays due date of a task||Date/Time Field (MM/DD/YYY HH:MM AM/PM)|
|Finished Sequences||Displays a list of all sequences that the lead or contact has been in.||Plain Text Field (comma separated)|
|Current Sequence User Integration ID||Displays the name of the current task owner and mapped to the Current Sequence User Integration ID in Outreach.||Lookup Relationship -> User|
|Current Sequence User Role||Displays the role of the current sequence user.
Note: Exists in CRM only.
Q: What are the names of the Process Builders and can I modify them?
A: Since this is an unmanaged package, you have complete access to the processes that power this functionality. You can find these in Process Builder with the following naming convention:
- Update First Primary Point of Contact - Transfers Sequence Name to the Opportunity.
- New Contact Created or Edited Get Copy of Current Sequence - Captures the first Sequence Name for Contacts.
- New Contact Created or Edited Get Copy of Sequence - Captures the first Sequence Name for Leads.
Q: I just added the new Current Sequence fields but I do not see them available in my Field Mappings in Outreach; where are they?
A: If these fields were just recently added, you may need to refresh the Outreach instance to get them to display.
For more information regarding missing fields in Salesforce, refer to the Missing Salesforce Fields in Outreach Plugin article.
Q: Can i adjust the Revenue by Sequence Salesforce report?
A: Yes, the report is a standard Opportunity report, and is intended to serve as a starting point for your organization.
Q: Why do you recommend the First Primary Contact field be a required field on the Opportunity page layout?
A: Outreach pushes Sequence information -- such as Current Sequence Name -- up to Salesforce via a Contact or Lead record. By filling in the First Primary Contact lookup field, it helps to pinpoint which Contact and which Sequence ultimately led to the Opportunity.
Q: My Salesforce report is not showing any data; why is this?
A: This only works for Opportunities created going forward and is not retroactive. To see data show up on the report, you'll have to follow the steps in Phase 5. The out of box report uses the standard Amount field on the Opportunity. If your business uses a different field, you'll need to adjust the filters and columns on the report to reflect that.
Q: Why don't I see any data in the Current Sequence Name field?
A: If you have just finished mapping the fields for the first time, it may take Outreach some time to completely sync the data over to Salesforce. To test with a single record, navigate to a Prospect in Outreach that does not have data in the Current Sequence Name field and force sync the Lead. If you do not see the data populate on that record in Salesforce, then check your field mapping in Outreach. Revisit Phase 4, Step 1 to confirm the fields are correctly mapped.