Which Salesforce fields are updated

When to use this guide: Use this guide when configuring or validating CRM integration behavior.

When OutboundSync is connected to your Salesforce instance, it updates two groups of fields:

• Default fields on Contact, Lead, and Account that OutboundSync can populate during matching and creation.
• Custom fields on Contact, Lead, and Task that track engagement activity and sync details from your Sales Engagement Platform.

What OutboundSync does not change

OutboundSync writes engagement activity and optional field backfill. It does not:

• Convert Leads to Contacts, Accounts, or Opportunities
• Create or update Opportunity records
• Overwrite Account or Contact field values that are already populated — on converted Leads it backfills only empty standard fields and writes Task or EmailMessage activity

When a Lead has already been converted in Salesforce, OutboundSync detects IsConverted and routes activity to the existing Contact and Account, backfilling only empty standard fields. It does not call Salesforce Lead-convert APIs.

For audit questions (Created By vs webhook owner vs existing Lead Owner), see Identifying OutboundSync activity in Salesforce. For unexplained bulk conversions, see Does OutboundSync convert leads in Salesforce?.

Default fields

Before creating custom fields, OutboundSync can backfill a set of standard Salesforce fields on Contact, Lead, and Account records. Matching uses email as the unique identifier for Contact and Lead, and domain (plus any configured account lookup fields) for Account. If a record already exists and a default field already has a value, OutboundSync does not overwrite it.

Coverage depends on what the source platform sends in the webhook payload. The Source platforms column shows which platforms supply each field today.

Default Contact fields

Default Contact fields updated in Salesforce

Salesforce field	Notes	Source platforms
EmailEmailEmail	Used as the match key when searching for an existing Contact.	All platforms
First NameFirstNameText	Split from the lead’s full name. Falls back to the email local part if no name is provided.	SmartleadEmailBisonHeyReach
Last NameLastNameText	Split from the lead’s full name. Left blank if unavailable.	SmartleadEmailBisonHeyReach
PhonePhonePhone	Populated when the source platform provides a phone number on the lead.	Smartlead
TitleTitleText	Set from the lead’s job title when provided by the source platform.	EmailBisonHeyReach

Default Lead fields

Default Lead fields updated in Salesforce

Salesforce field	Notes	Source platforms
EmailEmailEmail	Used as the match key when searching for an existing Lead.	All platforms
First NameFirstNameText	Split from the lead’s full name. Falls back to the email local part if no name is provided.	SmartleadEmailBisonHeyReach
Last NameLastNameText	Split from the lead’s full name. Left blank if unavailable.	SmartleadEmailBisonHeyReach
PhonePhonePhone	Populated when the source platform provides a phone number on the lead.	Smartlead
CompanyCompanyText	Required on Salesforce Lead. Set from the lead’s company name; falls back to the email domain, then "Unknown Company" if neither is available.	All platforms
WebsiteWebsiteURL	Set from the lead’s company website or the email domain.	Smartlead
TitleTitleText	Set from the lead’s job title when provided by the source platform.	EmailBisonHeyReach

Default Account fields

When a Contact is synced and no matching Account is found, OutboundSync creates one. Account matching uses the email domain plus any fields configured under accountLookupFields on the webhook.

Instantly (and any platform that omits company name) yields the email domain as Account Name on create — see the Instantly overview for preload and Update Only guidance.

Default Account fields updated in Salesforce

Salesforce field	Notes	Source platforms
NameNameText	Required on Salesforce Account. Set from the lead’s company name; falls back to the email domain when unavailable.	All platforms
WebsiteWebsiteURL	Derived from the company website or email domain.	Smartlead

Custom fields

OutboundSync can also create custom fields on Contact, Lead, and Task. These fields are helpful for:

• Reporting on outbound activity.
• Triggering automation in Salesforce flows.
• Building lead and contact list views.
• Understanding campaign attribution and engagement history.

Campaign metadata from your sales engagement platform — including OSLastCampaignName__c and OSLastCampaignId__c — is stored on Lead, Contact, and Task records. OutboundSync does not create or update native Salesforce Campaign or CampaignMember records.

The current Salesforce custom field model is v2. Salesforce webhooks last updated on or after June 11, 2026 at 09:00 UTC use the v2 write behavior. In v2, OutboundSync creates fields based on the connected Sales Engagement Platform:

• Common fields are created for every Salesforce connection.
• Email-only fields are created for email sequencer connections.
• Social-only fields are created for social selling connections.
• Hybrid or unknown platform connections use the full field union.

Field creation is safe to rerun. OutboundSync checks whether each managed field already exists before creating it, creates only missing fields, and attaches field permissions only when they are missing. Before creating fields, OutboundSync also checks whether the connected Salesforce user has metadata permissions such as CustomizeApplication or ModifyAllData; if those permissions are missing, the create-field action returns a clear permission message.

Below is the current v2 list of all custom fields OutboundSync can create, including their field group, API names, and data types. Your Salesforce org may have a smaller subset when it is connected to only an email platform or only a social platform.

Spreadsheet download

Salesforce custom fields (CSV)

All 59 current v2 custom fields with field groups, labels, API names, and data types — generated from the same data as the table below.

Download (CSV)

Current v2 custom fields OutboundSync can create in Salesforce

Field group	Field label	API name	Data type
Common	Last update occurred	OSLastUpdateOccurred__c	Date/Time
Common	Last update source	OSLastUpdateSource__c	Text(255)
Common	Last campaign name	OSLastCampaignName__c	Text(255)
Common	Last campaign ID	OSLastCampaignId__c	Text(255)
Common	Last lead category name	OSLastLeadCategoryName__c	Text(255)
Common	Last lead category ID	OSLastLeadCategoryId__c	Text(255)
Common	Last app URL	OSLastAppUrl__c	Text(255)
Email only	Last email sent time	OSLastSentTime__c	Date/Time
Email only	Last email sent address	OSLastSentAddress__c	Text(255)
Email only	Last email sent subject	OSLastSentSubject__c	Text(255)
Email only	Last email sent name	OSLastSentName__c	Text(255)
Email only	Last email sent message	OSLastSentMessage__c	Long Text Area(32000)
Email only	Last email open time	OSLastOpenTime__c	Date/Time
Email only	Last email open subject	OSLastOpenSubject__c	Text(255)
Email only	Last email open message	OSLastOpenMessage__c	Long Text Area(32000)
Email only	Last link click time	OSLastLinkClickTime__c	Date/Time
Email only	Last link click URL	OSLastLinkClickURL__c	Text(255)
Email only	Last email reply time	OSLastReplyTime__c	Date/Time
Email only	Last email reply address	OSLastReplyAddress__c	Text(255)
Email only	Last email reply name	OSLastReplyName__c	Text(255)
Email only	Last email reply subject	OSLastReplySubject__c	Text(255)
Email only	Last email reply message	OSLastReplyMessage__c	Long Text Area(32000)
Email only	Last email bounce time	OSLastBounceTime__c	Date/Time
Email only	Last email unsubscribe time	OSLastUnsubscribeTime__c	Date/Time
Email only	Last email campaign name	OSLastEmailCampaignName__c	Text(255)
Email only	Last email campaign ID	OSLastEmailCampaignId__c	Text(255)
Email only	Last email lead category update ID	OSLastEmailLeadCategoryId__c	Text(255)
Email only	Last email lead category update name	OSLastEmailLeadCategoryName__c	Text(255)
Email only	Last email sequence step	OSLastEmailSequenceStep__c	Number
Email only	Number of email opens	OSNumberOfEmailOpens__c	Number
Email only	Number of email link clicks	OSNumberOfEmailLinkClicks__c	Number
Social only	Last Social Profile URL	OSLastSocialProfileUrl__c	Text(255)
Social only	Last Social Sender Profile URL	OSLastSocialSenderProfileUrl__c	Text(255)
Social only	Last Social Message Type	OSLastSocialMessageType__c	Text(50)
Social only	Last Social Message Text	OSLastSocialMessageText__c	Long Text Area(32000)
Social only	Last Social Activity Time	OSLastSocialActivityTime__c	Date/Time
Social only	Last Social Activity Type	OSLastSocialActivityType__c	Text(100)
Social only	Last Social Post URL	OSLastSocialPostUrl__c	Text(255)
Social only	Last social campaign name	OSLastSocialCampaignName__c	Text(255)
Social only	Last social campaign ID	OSLastSocialCampaignId__c	Text(255)
Social only	Last connection status	OSLastConnectionStatus__c	Text(255)
Social only	Last connection status time	OSLastConnectionStatusTime__c	Date/Time
Social only	Last sent social message	OSLastSentSocialMessage__c	Long Text Area(32000)
Social only	Last sent social profile	OSLastSentSocialProfile__c	Text(255)
Social only	Last sent social sender	OSLastSentSocialSender__c	Text(255)
Social only	Last sent social time	OSLastSentSocialTime__c	Date/Time
Social only	Last reply social message	OSLastReplySocialMessage__c	Long Text Area(32000)
Social only	Last reply social profile	OSLastReplySocialProfile__c	Text(255)
Social only	Last reply social sender	OSLastReplySocialSender__c	Text(255)
Social only	Last reply social time	OSLastReplySocialTime__c	Date/Time
Social only	Last follow sender	OSLastFollowSender__c	Text(255)
Social only	Last follow time	OSLastFollowTime__c	Date/Time
Social only	Last like sender	OSLastLikeSender__c	Text(255)
Social only	Last like time	OSLastLikeTime__c	Date/Time
Social only	Last like post URL	OSLastLikePostUrl__c	Text(255)
Social only	Last view sender	OSLastViewSender__c	Text(255)
Social only	Last view time	OSLastViewTime__c	Date/Time
Social only	Last social lead category ID	OSLastSocialLeadCategoryId__c	Text(255)
Social only	Last social lead category name	OSLastSocialLeadCategoryName__c	Text(255)

Legacy v1 custom fields

The legacy v1 model created the same compact set of 31 custom fields for Salesforce connections. Salesforce webhooks last updated before June 11, 2026 at 09:00 UTC can continue to write the v1 fields until the webhook is updated. Existing customers may still see these labels in older orgs, automations, list views, or reports.

OutboundSync keeps these fields compatible for legacy customers. The v2 model adds channel-specific email and social fields, but it does not require existing reports or automations that use v1 fields to be removed. Because field creation only adds missing fields, any v1 field that already exists keeps its original label — it is not renamed to its v2 label.

Legacy v1 custom fields OutboundSync created in Salesforce

Field label	API name	Data type
Last App Url	OSLastAppUrl__c	Text(255)
Last bounce time	OSLastBounceTime__c	Date/Time
Last campaign ID	OSLastCampaignId__c	Text(255)
Last campaign name	OSLastCampaignName__c	Text(255)
Last Category Id	OSLastLeadCategoryId__c	Text(255)
Last lead category name	OSLastLeadCategoryName__c	Text(255)
Last link click time	OSLastLinkClickTime__c	Date/Time
Last link click URL	OSLastLinkClickURL__c	Text(255)
Last open message	OSLastOpenMessage__c	Long Text Area(32000)
Last open subject	OSLastOpenSubject__c	Text(255)
Last open time	OSLastOpenTime__c	Date/Time
Last reply address	OSLastReplyAddress__c	Text(255)
Last reply message	OSLastReplyMessage__c	Long Text Area(32000)
Last reply name	OSLastReplyName__c	Text(255)
Last reply subject	OSLastReplySubject__c	Text(255)
Last reply time	OSLastReplyTime__c	Date/Time
Last sent address	OSLastSentAddress__c	Text(255)
Last sent message	OSLastSentMessage__c	Long Text Area(32000)
Last sent name	OSLastSentName__c	Text(255)
Last sent subject	OSLastSentSubject__c	Text(255)
Last sent time	OSLastSentTime__c	Date/Time
Last Social Activity Time	OSLastSocialActivityTime__c	Date/Time
Last Social Activity Type	OSLastSocialActivityType__c	Text(100)
Last Social Message Text	OSLastSocialMessageText__c	Long Text Area(32000)
Last Social Message Type	OSLastSocialMessageType__c	Text(50)
Last Social Post URL	OSLastSocialPostUrl__c	Text(255)
Last Social Profile URL	OSLastSocialProfileUrl__c	Text(255)
Last Social Sender Profile URL	OSLastSocialSenderProfileUrl__c	Text(255)
Last unsubscribe time	OSLastUnsubscribeTime__c	Date/Time
Last update occurred	OSLastUpdateOccurred__c	Date/Time
Last update source	OSLastUpdateSource__c	Text(255)

Next step

• Reporting on outbound activity in Salesforce — build reports from these fields and Tasks
• Run a webhook test payload

Related guides

• Identifying OutboundSync activity in Salesforce
• Does OutboundSync convert leads in Salesforce?
• Writing To The Task Object In Salesforce
• Writing To The Emailmessage Object
• Reporting on outbound activity in Salesforce