Leveraging Alyce data from Salesforce in Outreach

Follow

When Alyce is integrated with Salesforce, you can leverage Alyce data from fields visible on your Salesforce page layout within Outreach.  To pull the available Alyce information from your Salesforce standard objects, you'll want to create Outreach custom fields.  Those custom fields accommodate non-standard fields from Salesforce for use in Outreach.  Within your Salesforce plugin in Outreach, map your new custom fields in the Outreach Prospect Field column to the Alyce field in the Salesforce Contact Field column.

 

mceclip1.png

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.