If you are experience issues with the LeanData Outreach Integration, the table below may help you diagnose and resolve the issue.
If your issue does not appear below, please reach out to LeanData customer support.
| Stage | Problem | Details | Solution |
| Audit Log Errors | Outreach ID not populated | Outreach had a delay in pushing prospect ID from Outreach to Salesforce because of the large volumes of records being uploaded |
Step 1. Do a Force Sync on the object in question. Note: this may take many Outreach API calls. |
| Audit Log Errors | Outreach Prospect ID's not populating, or Prospect ID's not being uploaded in a timely fashion | Outreach had a delay in pushing prospect ID from Outreach to Salesforce because of the large volumes of records being uploaded |
Option 1: Have the Outreach Admin change the polling frequency to 2 minutes instead of 7 minutes. Option 2: Submit a ticket to Outreach support. |
| Audit Log Errors | Mailbox ID missing | LeanData asks users to create a custom Salesforce field after many of their users have already been created. As such, the user must do a force sync to update those existing Users with the Outreach ID. |
Step 1. Verify that your organization has Mailbox Send / Sync enabled in Outreach. If not, this is a requirement of the integration due to Outreach's API requirements. If yes, proceed to the next step. Step 2. Do a Force Sync on the User object if it says Mailbox ID missing. Please see Outreach Support Documentation on Syncing Prospects and Users. Note: this may take many Outreach API calls. |
| Outreach Node | Invalid Integer for Contact Routing | Error when a record hits the Outreach node in Contact graphs |
Step 1. Ensure mapping for User ID is to a custom Salesforce field, not a standard SFDC field. Learn more on page 3 here. |
| Outreach Node | Outreach Sequence limits within thread | Large amounts of Sequences aren't loading |
Step 1. Upgrade to LeanData version 1.525+. |
|
Connection
|
Remote Site Settings not created | N/A |
Step 1. Add Outreach as a remote site in the Remote Site Settings of the Salesforce sandbox. Step 2. Navigate to Setup > search for Remote Site Settings. Step 3. Click "New Remote Site". Step 4. Add Outreach with the Remote Site URL of: https://api.outreach.io Step 5. Mark it active. Step 6. Try authorization again in LeanData. |
| Connection | Error Page Appears | User clicks Authorize --> an error page shows up |
Option 1: Switch to Classic to authorize. Option 2: Upgrade to version 1.525+. |
| Connection | User can't click "Authorize" in the Partner Apps section | N/A | Step 1. Email your LeanData implementation consultant to have the "integrations enabled" custom setting turned on. |
| Node Usage | Apex Heap Size error when attempting to configure the node | This is due to the fact that LeanData did not accommodate a large amount of Users or Sequences when developing and testing. As such, this should typically only occur for enterprise companies | Step 1. Upgrade to LeanData version 1.525+. |
| Connection | Apex Errors | Likely due to wrong field mappings. As an example, mapping the Standard Salesforce Lead ID to the Outreach ID field in Partner Apps Settings. This error can result in no partner action being completed. | Step 1. Correct the mappings. The Salesforce field should be a new custom field they created as a part of the directions. |