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 for LinkedIn tasks. 

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_profile
  • linkedin_send_connection_request
  • linkedin_send_message
  • 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.

Advanced Task Mapping for LinkedIn Tasks

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 Create new Tasks option under Outbound Create.
5. Click Add Condition and configure the condition as outlined in the table below:

   Configuration	Result
   State Is Not Not Started	Blank tasks will not be pushed to Salesforce.

   
   Note: Without this condition, blank tasks will be pushed to Salesforce. 
6. Click Save.
7. Click the Fields tab in the menu bar and Map the Custom Template field to the Outreach Task Type custom field.
   
8. Click to enable the Updates Out option and click Save. 
9. Click Add and Map the Custom Template field to the Subject field and click to enable Updates Out.
   
10. Select Advanced from the More Options dropdown menu (hidden down arrow) to the far right of the Subject mapping.
    
11. Input text as applicable in the field provided, including the {{task_type_name}} string and click Done.
12. Click Save. 
    
    The LinkedIn Tasks will sync to the CRM with the applied custom activity title.