Scenarios
Scenario 1 - Deletion
Record 1 is mapped to Prospect 1
Salesforce | Mapping | Outreach |
Record 1 @rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
Record 1 is deleted in Salesforce.
Prospect 1 is recycled in Outreach.
Salesforce | Mapping | Outreach |
@rockstar.com |
|
@rockstar.com |
Scenario 2 - Merge with 1 Outreach Prospect
Record 1 is mapped to Prospect 1.
Record 2 exists only in Salesforce.
Salesforce | Mapping | Outreach |
Record 1 @rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
Record 2 @rockstar.com |
|
|
In Salesforce Record 1 is merged into Record 2 and deleted.
Prospect 1 is remapped to Record 2.
Prospect 1 receives inbound data sync from Record 2.
Salesforce | Mapping | Outreach |
@rockstar.com |
| Prospect 1 @rockstar.com |
Record 2 @rockstar.com | Record 2 to Prospect 1 |
|
Scenario 3 - Merge with 2 Outreach Prospects
Record 1 is mapped to Prospect 1.
Record 2 is mapped to Prospect 2.
Salesforce | Mapping | Outreach |
Record 1 @rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
Record 2 @rockstar.com | Record 2 to Prospect 2 | Prospect 2 @rockstar.com |
In Salesforce Record 1 is merged into Record 2 and deleted.
Activity from Prospect 1 re-associated with Prospect 2.
Prospect 1 is recycled.
Prospect 2 receives inbound data sync from Record 2.
Salesforce | Mapping | Outreach |
@rockstar.com |
|
@rockstar.com |
Record 2 @rockstar.com | Record 2 to Prospect 2 | Prospect 2 @rockstar.com |
Scenario 4 - Lead Conversion and Merge with 2 Outreach Prospects
Record 1 is mapped to Prospect 1.
Record 2 is mapped to Prospect 2.
Salesforce | Mapping | Outreach |
Record 1 - Lead @rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
Record 2 - Contact @rockstar.com | Record 2 to Prospect 2 | Prospect 2 @rockstar.com |
In Salesforce Record 1 is converted (Lead to Contact) and Record 3 is created from the conversion.
Prospect 1 is remapped to Record 3.
Salesforce | Mapping | Outreach |
@rockstar.com |
| Prospect 1 remapped to Record 3 |
Record 2 - Contact @rockstar.com | Record 2 to Prospect 2 | Prospect 2 @rockstar.com |
Record 3 - Contact @rockstar.com | Record 3 to Prospect 1 | Prospect 1 @rockstar.com |
In Salesforce Record 3 is merged into Record 2 and deleted.
Activities from Prospect 1 re-associated with Prospect 2.
Prospect 1 is recycled.
Prospect 2 receives inbound data sync from Record 2.
Salesforce | Mapping | Outreach |
Record 2 - Contact @rockstar.com | Record 2 to Prospect 2 | Prospect 2 @rockstar.com |
@rockstar.com |
| @rockstar.com |
Scenario 5 - Deletion with 1 Outreach Prospect in a Sequence with “Do not delete prospects from Outreach if in an active, paused, or pending sequence” enabled
Record 1 is mapped to Prospect 1
Salesforce | Mapping | Outreach |
Record 1 @rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
Record 1 is deleted in Salesforce.
Prospect 1 is not recycled in Outreach and the mapping to Record 1 is maintained.
Salesforce | Mapping | Outreach |
@rockstar.com | Record 1 to Prospect 1 | Prospect 1 @rockstar.com |
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