Record matching/Deduping default Salesforce configuration

Created by David Sullivan, Modified on Tue, 31 Mar at 2:30 PM by David Sullivan

Who is this article for?

Outreach and Salesforce CRM admins who want to confirm the default fields used for Record matching/Deduping between Outreach and CRM

Object / Entity	Field
User<>User	Email<>email
UserRole<>Role	Name<>name
Account<>Account	Name<>name
Opportunity<>Opportunity	Name<>name
OpportunityStage<>OpportunityStage	MasterLabel<>name
OpportunityContactRole<>OpportunityProspectRole	OpportunityId<>opportunity ContactId<>prospect
LeadStatus<>Stage	MasterLabel<>name
Lead<>Prospect	emails[0]<>Email
Contact<>Prospect	emails[0]<>Email
Task<>Call	(NONE)
Task<>Mailing	(NONE)
Task<>Task	(NONE)
Task<>MessengerGroup	(NONE)
Event<>CalendarEvent	OwnerId<>user Subject<>title StartDateTime<>startTime EndDateTime<>endTime
AccountTeamMember<>AccountTeamMember	AccountId<>account UserId<>user