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How to Map Outreach Assigned Fields to Custom Lookup Fields in Salesforce

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Purpose

The purpose of this article is to provide direction to Outreach admins in mapping Outreach Assigned fields on Prospects, Accounts, and Opportunities to the corresponding custom lookup fields in Salesforce.

Intended Audience

  • Outreach Admins

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.
  • If you are an existing Outreach customer currently using CRM and mapping the Outreach Owner field to your CRM Owner field (or equivalent), you must also map the Outreach Assigned field to the same CRM Owner (or equivalent) field either through Plugins or by using our APIs. You must do this for Prospect, Account and Opportunities even if you are not planning to use Multi-User Assignment right away for all record types.
    This is required to ensure backward compatibility with the governance profiles you are already using in your organization for access control. You can learn more about why this is required and some additional considerations in the Multi-User Assignment Migration Overview for existing Outreach customers.

Procedure

Classic Plugin

  1. Log in to Outreach as an Admin.
  2. Click Settings > CRM Plugin Settings.
  3. Within Types select the object (Lead, Contact, Account, Opportunity).
  4. Click Object Settings  > Fields.
  5. Click Add. The new field is added to the bottom of the Mapped Fields list.
  6. Select the appropriate field on the Salesforce Object that contains the assignee lookup from the Salesforce Field dropdown menu.
  7. Toggle Updates In.
  8. Navigate to the newly added field mapping and click the drop-down menu.
  9. Click Advanced.
  10. Toggle the Mapped Field on.
    Screen_Shot_2022-08-30_at_1.15.29_AM.png
  11. Select the User from the External Mapped Type.
    Screen_Shot_2022-08-30_at_1.16.20_AM.png
  12. Click Done.
  13. Repeat steps 5-11 to create additional field mappings for the Assigned field.
  14. Click Save.
    Note: Mapping of Assigned field is not available if you are using the following CRM Plugin features: User Auth, include associated contacts, display name instead of ID, and deduping by lookup config.

Enhanced CRM Sync Beta

  1. Log in to Outreach as an Admin.
  2. Click Settings > CRM.
  3. Select the object type mapping (Lead, Contact, Account, Opportunity).
  4. Scroll down to Set field mapping.
  5. Select Add Mapping. The new field is added to the bottom of the Mapped Fields list.
  6. Select the appropriate field on the Salesforce Object that contains the assignee lookup from the Salesforce Field dropdown menu.
  7. Select Assigned from the Outreach field dropdown menu.
  8. Select Update Outreach.
  9. Navigate to Advanced settings from more options on the newly added field mapping.
  10. Toggle the Mapped Field on.
  11. Select the User from the External Mapped Type.
  12. Click Done.
  13. Repeat steps 5-11 to create additional field mappings for the Assigned field.
  14. Click Save.
    Note: Mapping of Assigned field is not available if you are using the following CRM Plugin features: User Auth, include associated contacts, display name instead of ID, and deduping by lookup config.

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