How To Force-Sync Activities to a CRM

Objective

The purpose of this article is to provide direction to Outreach Admins in manually syncing an activity in Outreach to a CRM. 

Applies To

• Outreach Admins

Notes

• This article references syncing to Salesforce. The process is the same with Microsoft Dynamics. 
• Completing this process requires Admin permissions. 
• Completing this process requires admins to identify the type of task mapping the org uses for the activity in question. For more information on how to identify an advanced task mapping configuration and the differences between standard task mapping and advanced task mapping, refer to the Advanced Task Mapping FAQs article. 
• 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.

Procedure

Classic Plugin

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
3. Click the applicable Prospect record. 
4. On the Prospect Profile, click Activity in the menu bar. 
5. Locate the failed activity and click the More Options (...) icon to the far right. 
6. Select Plugin Push Event from the dropdown menu. 
7. Click Yes.
   
8. Access Salesforce and determine if the activity synced:
   

   If the activity...	Then...
   Syncs	No further action is required.
   Does not sync	Complete the Troubleshooting Activities Not Syncing to the CRM process.  No further action is required.

Force-Sync Activities to a CRM (Advanced Task Mapping)

1. Access the Outreach Platform.
2. Access the applicable List View.
   Example: To access a call task activity, click the Calls (phone) icon in the navigation sidebar.
3. Click to select the activities to sync. 
4. Click the More Options (...) icon. 
5. Select Synchronize with Salesforce. 
6. Select Push Up to Salesforce from the Action: dropdown menu. 
7. Click to enable the Force Update option. 
8. Click Sync.
   
9. Determine if the activity syncs:
   Note: Synced activities appear in the cloud icon with a 'T.' See image below for illustration.
   
   

   If the activity...	Then...
   Syncs	No further action is required.
   Does not sync	Complete the Troubleshooting Activities Not Syncing to the CRM process.  No further action is required.

Enhanced CRM Sync Beta

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
3. Click the applicable Prospect record. 
4. On the Prospect Profile, click Activity in the menu bar. 
5. Locate the failed activity and click the More Options (...) icon to the far right. 
6. Select Plugin Push Event from the dropdown menu.
7. Click Yes.
8. Access Salesforce and determine if the activity synced:

   If the activity...	Then...
   Syncs	No further action is required.
   Does not sync	Complete the Troubleshooting Activities Not Syncing to the CRM process.  No further action is required.

Force-Sync Activities to a CRM (Advanced Task Mapping)

1. Access the Outreach Platform.
2. Access the applicable List View.
3. Click to select the activities to sync. 
4. Click the More Options (...) icon. 
5. Select Synchronize with Salesforce. 
6. Select Push Up to Salesforce from the Action: dropdown menu. 
7. Click to enable the Force Update option. 
8. Click Sync.
9. Determine if the activity syncs.
   Note: Synced activities appear in the cloud icon with a 'T.'

10. If the activity...	Then...
    Syncs	No further action is required.
    Does not sync	Complete the Troubleshooting Activities Not Syncing to the CRM process.  No further action is required.

Additional Information

Troubleshooting Activities Not Syncing to the CRM