Salesforce Advanced Task Mapping for LinkedIn Tasks

Purpose:

The purpose of this article is to provide direction to Outreach Admins in configuring the advanced task mapping settings to sync LinkedIn tasks to a CRM.

Intended Audience:

Outreach Admins

Before This Procedure, Admins have:

Added a new Custom Field in the CRM labeled: Outreach Task Type.
Added the following Type values to the CRM picklist:
- LinkedIn: View a Profile
- LinkedIn: Send Message
- LinkedIn: Send Connection Request
- LinkedIn: Interact with Post
- LinkedIn: Other
Ensured the Field Level Security is set to Visible and is visible on the layout for all user profiles within Outreach.

Advanced Task Mapping for LinkedIn Tasks

Access the Outreach Platform.
Access the CRM Plugin.
Click the Task object in the Types list.
Note: Generic Task mapping appears as Task <> Task.
Click to enable the Automatically push changes to Salesforce option under Pushing.
Click to enable the Create new Tasks option under Outbound Create.
Click Add Condition and configure the condition as outlined in the table below:

Configuration Result

Action Is Not Call

Action Is Not Email

Action Is Not SMS

State is Complete

Conditions set to All
Only completed tasks sync to the CRM.

Note: Only LinkedIn Tasks sync through this object. Removing the State is Complete conditions results in the task displaying as open in Salesforce until it is marked complete in Outreach.
Click the Fields tab in the menu.
Add and Map the Task Type Name to the Task Type field.
Click to enable the Updates Out option.
Select Advanced from the More Options dropdown menu (hidden down arrow).
Configure the Advanced Field Mappings as applicable and click Done.
Click Save.

The LinkedIn Tasks will sync to the CRM with the applied custom activity title.