Unmapped CRM-Required Fields Overview

Purpose: 

The purpose of this article is to provide direction to Outreach users in correctly mapping fields required by a CRM at the system level for proper syncing. 

Intended Audience:

• Outreach Users

Note:

• Users must have Admin Governance permission to complete this process. 

Unmapped CRM-Required Fields Overview

To assist users in mapping fields in a CRM plugin, Outreach identifies which fields are required at a system level. In the event a user attempts to save without mapping a CRM-required field, Outreach produces a notification informing the user that CRM-required fields have not been mapped. 

The dialog informs the user which required fields are not mapped and provides the options to map the required fields at a later time, or to add the applicable mapping before proceeding. In the event the user chooses to map the CRM-required fields later, the Outbound Create option for that plugin type is temporarily disabled (if applicable) to avoid syncing conflicts. 

Note: Clicking Later saves current configuration. 

If the user chooses to map the CRM-required fields, new field mappings are automatically added for the CRM-required fields but the user needs to select which Outreach fields to map the fields to.

To Map CRM-required Fields: 

1. Click Add on the prompt. 
2. Configure the field mapping as applicable. 
3. Click Save. 

Your current configuration is saved. 

If there are incomplete field mappings, an error displays, indicating the incomplete mapping of CRM-required fields. 

Once the CRM-required fields are mapped completely, the user can save the current configuration without error. 

 Unmapped Notification Email

When Outreach records fail to sync to a CRM, Outreach checks whether the CRM-required fields are mapped. If the CRM-required fields are not mapped, Outreach automatically disables the Outbound Create function and sends all Outreach Admins listed in the Org a notification that there are unmapped required fields and that Outbound Create for the affected object type has been disabled. To re-enable Outbound Create, map the CRM-required fields and then re-enable Outbound Create. 

Note: Outreach will not disable Outbound Update. 

For further assistance, contact Outreach Support via the Support Portal.