How To Manually Sync Individual Prospect Records to Salesforce

Purpose:

The purpose of this article is to provide direction to Outreach Admins in manually syncing an individual Prospect record to Salesforce.

Intended Audience: 

• Outreach Admins

Outreach automatically looks for changes in records in both the Outreach Platform and the Salesforce instance; however, depending on the plugin's settings, changes may not be synced immediately. Outreach allows the syncing of Prospect records to capture and import new and updated information immediately through a manual import process.

How To Manually Sycn Individual Prospect Records to Salesforce

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar.
3. Click the applicable Prospect.
   Note: Search, sort and filter to return specific Prospects.
4. On the Prospect Profile, click the cloud icon to the right of Salesforce:
   
5. On the Synchronize Prospect window, configure the syncing process as described in the table below:

   Action	Description
   Pull data down from Salesforce	Updates the record in Outreach with the latest information from Salesforce.
   Push data up to Salesforce	Updates the Lead or Contact in Salesforce with the latest information from Outreach.
   Find corresponding object without changing data	Connects the Object ID used in the CRM based on a shared email address.
   Skip Plugin Filters and Conditions	Ignores any conditions set on Inbound/Outbound Update in the CRM.  Note: Syncing this option will bypass the plugin's configuration settings.
   Force update of all fields	Updates Outreach or the CRM with the latest values regardless of whether or not there is a new Modified By date since the last polling cycle.  Note: Syncing this option will bypass the plugin's configuration settings.
6. Click Sync.
   
   The applicable Prospect record sync to Salesforce as configured.

Note: Manually syncing records takes up more API calls than allowing a record to automatically update through the plugin and could potentially exceed API call quota.