How To Review Mapping for Texting with Salesforce

Objective

The purpose of this article is to provide direction to Outreach Admins in reviewing the mapping settings for syncing text messages between Outreach and Salesforce.

Applies To

• Outreach Admins

Before You Begin

• Outreach recommends discussing the Texting feature with your AE prior to enabling and configuring the feature. 

Procedure

1. Access the Outreach Platform and Administration menu.
2. Access the CRM Plugin settings under Integrations.
3. Click on the Messenger Group Task object.
4. Outreach recommends enabling the Pushing, Outbound Create, and Outbound Update options.
   Note: Required fields are added by default, which contains the text information that will be synced to the activity in Salesforce.
5. Save.

When you click into the Salesforce activity, the comment section will show the full conversation history. Outreach will pull the text messages every 15 minutes to see if there’s a new message that needs to be updated in the Salesforce activity. If no messages are sent or received after 15 minutes, a new activity will be created in Salesforce when the conversation restarts.