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
Procedure
Before following this procedure, ensure that Admins have added a new Custom Field in the CRM labeled: Outreach Task Type (or similar) and ensured the Field Level Security is set to Visible and is visible on the layout for all user profiles within Outreach.
- Access the Outreach Platform.
- Access the CRM Integration.
- 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 Set sync frequency.
- Click to enable the Create in CRM option under Set object syncing.
- Click Add Condition and configure the condition as outlined in the table below:
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.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. - Scroll to the Set field mapping section in the menu.
-
Add and Map your Outreach Task Type CRM field to the Outreach Task type name field.
- Click to enable the Updates Salesforce option.
- Select Advanced Settings from the More Options dropdown menu (three dots on right-hand side).
- 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.
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