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Salesforce Advanced Task Mapping for LinkedIn Tasks

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Chris
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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.
  • Ensured the Field Level Security is set to Visible and is visible on the layout for all user profiles within Outreach.

Notes:

  • The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience which is currently in Beta. For instructions on the Enhanced CRM Sync Experience, see section Enhanced CRM Sync Beta.

 Classic Plugin

  1. Access the Outreach Platform.
  2. Access the CRM Plugin.
  3. Click the Task object in the Types list.
    Note: Generic Task mapping appears as Task <> Task.
  4. Click to enable the Automatically push changes to Salesforce option under Pushing.
  5. Click to enable the Create new Tasks option under Outbound Create.
  6. 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.  
  7. Click the Fields tab in the menu. 
  8. Add and Map the Task Type Name to the Task Type field.
  9. Click to enable the Updates Out option.
  10. Select Advanced from the More Options dropdown menu (hidden down arrow).
  11. Configure the Advanced Field Mappings as applicable and click Done. 
  12. Click Save. The LinkedIn Tasks will sync to the CRM with the applied custom activity title.

Example LinkedIn Task Type Name Values:

  • LinkedIn: View a Profile
  • LinkedIn: Send Message
  • LinkedIn: Send Connection Request
  • LinkedIn: Interact with Post
  • LinkedIn: Other

Enhanced CRM Sync Beta

  1. Access the Outreach Platform.
  2. Access the CRM Integration.
  3. Click the Task object in the Types list.
    Note: Generic Task mapping appears as Task <> Task.
  4. Click to enable the Automatically push changes to Salesforce option under Set sync frequency.
  5. Click to enable the Create in CRM option under Set object syncing.
  6. 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.
  7. Scroll to the Set field mapping section in the menu. 
  8. Add and Map the Task Type Name to the Task Type field.
  9. Click to enable the Updates Salesforce option.
  10. Select Advanced Settings from the More Options dropdown menu (three dots on right-hand side).
  11. Configure the Advanced Field Mappings as applicable and click Done.
  12. Click Save.

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

Example LinkedIn Task Type Name Values:

  • LinkedIn: View a Profile
  • LinkedIn: Send Message
  • LinkedIn: Send Connection Request
  • LinkedIn: Interact with Post
  • LinkedIn: Other

Additional Resources: 

How To Add Field Level Security to Type Fields in Salesforce Lightning

How To Add Field Level Security to Type Fields in Salesforce Classic

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