Installing the Outreach Managed Package for Salesforce

Created by Patrick Li-Morrill, Modified on Wed, 1 Jul at 2:04 PM by Patrick Li-Morrill

Objective

Install the Outreach managed package in Salesforce and reconnect the Outreach Salesforce sync plugin to ensure continued, uninterrupted sync between Outreach and Salesforce.

Applies To

Outreach Admins
Salesforce Admins/Owners

Overview

Outreach is listed on Salesforce AppExchange as an officially validated, secure, and admin-approved managed package. Installing the Outreach managed package ensures your organization’s Salesforce integration meets Salesforce’s current security and compliance standards, and allows Outreach to push future security updates to your org without requiring additional admin intervention.

The package contains only the connected app your organization has always used to authenticate the Outreach–Salesforce sync. No new permissions, data access, or functionality is introduced.

Before You Begin

This process requires action from two admins, who may or may not be the same person at your organization:

Salesforce Admin: Must have admin or owner access in Salesforce to install the managed package.
Outreach Admin: Must have admin access in Outreach to reconnect the sync plugin.

Coordinate with the appropriate people at your organization before beginning.

Procedures

Part 1: Install the Outreach Managed Package (Salesforce Admin)

Log in to Salesforce as an admin or owner.
Open the Outreach listing on Salesforce AppExchange and click Get It Now.
When prompted, select Install for All Users to ensure the package is available across your organization.
Review the permissions requested and click Install.
Salesforce will process the installation. You may receive a confirmation email when the install is complete.

Part 2: Reconnect the Salesforce Plugin in Outreach (Outreach Admin)

Note: Reconnecting the plugin will generate new authentication tokens. Your sync configuration and field mappings will not be affected.

Log in to Outreach as an Admin.
Navigate to Administration > Integrations > CRM.
Click the … menu in the top right > Reconnect.
Enter the applicable Salesforce login credentials when prompted.
Test the connection to confirm syncing is active.

For additional guidance on reconnecting, see How To Reconnect and Update User Authorization for CRM Plugins.

Additional Notes

Why is this required? Installing the Outreach managed package ensures your organization's Salesforce integration meets Salesforce's security and compliance standards, and allows Outreach to push future updates to your org without requiring additional admin intervention each time.
What if I don't take action? Without the managed package installed, your org may not receive future security and compliance updates automatically, which could result in your Salesforce sync disconnecting and requiring manual intervention to restore.
Will this affect my sellers? No. This change is limited to the admin install and reconnect process. Sellers will not experience any changes to how they use Outreach.

Please contact Support if you need further assistance. Outreach is here to help ensure a smooth update and limit any disruption to your team.