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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.

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 updated in Salesforce
Salesforce field Notes Source platforms
Email Email Email
Used as the match key when searching for an existing Contact.
All platforms
First Name FirstName Text
Split from the lead’s full name. Falls back to the email local part if no name is provided.
Smartlead EmailBison HeyReach
Last Name LastName Text
Split from the lead’s full name. Left blank if unavailable.
Smartlead EmailBison HeyReach
Phone Phone Phone
Populated when the source platform provides a phone number on the lead.
Smartlead
Title Title Text
Set from the lead’s job title when provided by the source platform.
EmailBison HeyReach
Default Lead fields updated in Salesforce
Salesforce field Notes Source platforms
Email Email Email
Used as the match key when searching for an existing Lead.
All platforms
First Name FirstName Text
Split from the lead’s full name. Falls back to the email local part if no name is provided.
Smartlead EmailBison HeyReach
Last Name LastName Text
Split from the lead’s full name. Left blank if unavailable.
Smartlead EmailBison HeyReach
Phone Phone Phone
Populated when the source platform provides a phone number on the lead.
Smartlead
Company Company Text
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
Website Website URL
Set from the lead’s company website or the email domain.
Smartlead
Title Title Text
Set from the lead’s job title when provided by the source platform.
EmailBison HeyReach

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.

Default Account fields updated in Salesforce
Salesforce field Notes Source platforms
Name Name Text
Required on Salesforce Account. Set from the lead’s company name; falls back to the email domain when unavailable.
All platforms
Website Website URL
Derived from the company website or email domain.
Smartlead

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.

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.

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

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)