How does the Outreach CRM integration handle Salesforce Lead assignment rules?

Created by David Sullivan, Modified on Mon, 29 Jun at 1:04 PM by David Sullivan

Applies To

  • Salesforce

  • Outreach CRM integration

Answer

The default behavior for `Sforce-Auto-Assign` with the Outreach to SFDC CRM integration is:
  • If it’s an update, Outreach sets Sforce-Auto-Assign to false
  • If it’s a create and owner is present, Outreach sets Sforce-Auto-Assign to false
  • For other cases, Outreach does not set the header (so it uses SFDC default which is true)

Additional Information

Salesforce CRM API documentation

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