Note: This ensures that the data is not lost as Leads are converted into Contacts. Current Sequence Name, and Finished Sequences, respectively). Map the Current Sequence Name and Finished Sequences fields to the corresponding fields on the Contact object (i.e.Access Salesforce and navigate to: Setup > Object Manager > Lead > Fields & Relationships > Map Lead Fields. Map Salesforce Lead-Level Fields to Like Contact and Opportunity-Level Fields In order to attribute the sequence without using a Primary Opportunity Contact Role, this field will need to be required. This is a Contact lookup field where users will input the contact whose engagement resulted in this opportunity. If you do not use Opportunity Contact Roles in Salesforce, you will need to add the Last Touch Contact field to your layout. The First Primary Contact Lookup field should be a required field on the Opportunities object. The newly created fields are prefixed with outreach_. Outreach recommends creating a section titled Engagement Panel and adding the newly created fields to this section. Note: Salesforce Classic users will navigate through the following path: Setup > Customize > Leads > Page Layouts. Complete the Map Salesforce Lead-Level Fields to Like Contact and Opportunity-Level Fields process in this article.Add the newly created fields to each required object such as Contacts and Opportunities.Add the newly created fields to the layout.Access Page Layouts by navigating through the following path: Setup > Object Manager > Lead > Page Layouts.Adding Installed Fields to Page Layouts in Salesforce If the installation hangs or provides an error, the Salesforce installation dialog will prompt the user with the next steps. If you do not yet have Historical Trend Reporting for opportunities enabled, you will need to enable it in Salesforce. Note: Confirm the Do Not Install option is selected when existing components' names conflict with those in the Outreach package. Complete Adding the Installed Fields to Page Layouts process.A new report folder named “Outreach” with three pre-configured reports will be present.Four new automated processes have been created in the Flow Builder.New fields have been created on the Contact, Lead, Event, and Opportunity objects (API name prefix: outreach_ ).Once installed, you’ll see the below screen in Salesforce and the Salesforce admin will receive an email notification.Install the applicable unmanaged package.Procedure How To Install the Outreach Unmanaged Package in Salesforce Confirmed Historical Trend Reporting is enabled in Salesforce.Confirmed Outreach Connection to Salesforce.īefore completing this process, ensure Admins have the following: If you’re installing the package in your production environment, use the Production Unmanaged Package.If you’d like to install the Outreach Unmanaged Package in your Salesforce Sandbox, please use the Sandbox Unmanaged Package.Unmanaged packages are similar to open-source code, meaning the building blocks needed for the package are provided but it is not supported by the package's author.The process is the same for Salesforce Classic except for accessing Page Layouts, which is accounted for in Step 1 of the Adding Installed Fields to Page Layouts in the Salesforce section of this article. This article uses images from Salesforce Lightning to illustrate direction.Completing this process requires admin-level permissions in both the Outreach platform and the Salesforce instance.If the features and options outlined in this article are unavailable, or if you would like to install the Outreach Unmanaged Package, contact the Org's AE as applicable. Some Outreach features and options require enablement access.The purpose of this article is to provide direction to Outreach admins in configuring Outreach and Salesforce to generate reports that address which sequences influenced new opportunities created and won, and which sequences influenced the most revenue.įor more information regarding the Salesforce Unmanaged Package, refer to the Last Touch Sequence Attribution (Unmanaged Package) FAQs article.
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