If you use the Outreach dialer to record your outbound sales calls, you can map these call recordings to SFDC. All you have to do is create a field at the task level in SFDC and map the calls from Outreach to this field. Once you have this set up, you can integrate Outreach with Chorus, and we will pull in the recordings on an hourly basis.
Outreach Setup
Step 1: Outreach Field Mapping
Navigation: Settings -> Plugins -> Salesforce -> Tasks (Calls) -> Fields
Step 2: Outreach Field Mapping to New SFDC Field
Important: If you don't have an existing field in Salesforce set to push the Recording URL, you'll need to create one. Read below for how to create the Activity field in Salesforce and make it viewable in your Salesforce instance.
Salesforce Setup
Step 1: Create Custom Activity Field
Setup -> Customize -> Activities -> Activity Custom Fields
Step 2: Create New Field
Step 3: Select Text Field
Step 4: Name/Describe the Field
Step 5: Grant Permissions
Note: Do not check "Read Only" as Outreach may not pick up the field if it is marked read only.
Step 6: Add to page layouts
DONE!
Comments
1 comment
When I am in Outreach I do not see Tasks under Types from within Plugins.
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