If you want to push more prospect data into Salesforce beyond the default fields, the first step is to create custom fields.
Custom fields ensure every data point from Outreachly lands exactly where it should inside your Salesforce Contact records.
Prospect Fields You Can Map to Salesforce
You can map the following Outreachly fields to custom fields in Salesforce:
Job title
Work email
Enriched email
Enriched phone
Social profile URL
Labels (general and AI labels)
Company name
Prospect status
Campaign name
Campaign ID
More custom field types will be added soon.
How to Create Custom Fields in Salesforce
Follow these steps inside your Salesforce workspace:
Select the Settings (gear) icon in the top right corner.
Select Setup.
In the left sidebar, scroll down to Objects and Fields, expand the section, then select Object Manager.
In the list of objects, find Contact and select it.
In the left sidebar of the Contact view, select Fields & Relationships.
Select New to create a new custom field.
Choose Text as the field type, then select Next.
For each custom field, you will now complete a short setup form. Here is an example of how the Work Email field should be configured:
You can create as many custom fields as you need by repeating the same steps for each one. Use the table below as your reference for naming and configuration.
Important: When creating each custom field, please make sure the Field Name matches the reference table exactly.
The Field Name must be an exact match for Salesforce to map Outreachly data to the correct fields.
After entering the details for each custom field, select Next twice, then select Save to confirm and create the field.
After entering the info for each field, select Next twice, then Save to finish.
🔍 Need More Help? If you have questions or encounter issues at any stage, our Customer Support team is available via the in-app chat and can help you complete your setup.