Syncing
This is required on an object in Salesforce in order for it to sync with Outreach
What are permissions to create, edit & delete data?
This is the direction of updates when the updates IN checkbox is TRUE
What is Salesforce will update Outreach?
All users are created this direction
What is Inbound Create?
This field needs to be updated on a monthly basis to ensure we're capturing prospects as they are added to campaigns
What is Last Responded to Campaign Date/Time?
This needs to be realigned when a user gets a new Salesforce profile due to role change or promotion
What is the User Plug in Mapping?
These types of fields cannot directly sync to Outreach
What are related fields?
This custom field is "Trial to Pay Status"
What is Custom 40
These are the two custom fields on the User Plugin Mapping
What is Sales Development Rep & 18 digit user ID?
You cannot utilize Triggers to fire off of these field types
What are related fields?
This is the best way to check if a trigger is working effectively
What is build a Salesforce report with the same conditions to compare?
This action is essentially "knocking on Salesforce's door"
What is Polling?
This is the direction of updates when the updates OUT checkbox is TRUE
What is Outreach will update Salesforce?
This field is the best field to search users within the User Plugin Mapping
What is the 18 digit user ID?
You can find this type of logic in Outreach Triggers
What is And/Or?
Sorting Triggers this way is the most effective way to see what has recently been edited
What is Last Updated?
This setting direction of creation is generally turned off as Salesforce is the one source of truth
What is Outbound create?
This is where you find the Core Sales Territory field
What is on the Account object?
18 Digit User ID is this Custom Field
What is Custom 3?
This button within triggers allows you to see who may be captured by your current trigger conditions
What is Trigger Preview?
This type of Account Status may be an example of a prospect with a Lead Score of >20 but its Waterfall Stage is not MQL.
What is Customer or N/A?
This tab in the plugins determines how information flows between Outreach & Salesforce
What is the Sync tab?
This is the direction of updates for Outreach URL field
What is Updates Out?
Users with this in their first or last name will not be created in Outreach
What is .old or _old?
This button will allow you to see who has been affected by this particular trigger
What is Activity?
When looking at a Prospect in Outreach, this is the best place to view what may have triggered them into a Sequence
What is Prospect Activity?