The purpose of this article is to provide direction to Outreach Admins in enforcing the Salesforce CRM Plugin settings on Outreach Everywhere during import.
By default, the Outreach Everywhere automatically bypasses any Salesforce plugin conditions when importing Prospects; however, Outreach Admins have the option to enforce Salesforce plugin conditions when importing Prospects from Salesforce with Outreach Everywhere.
- Outreach Admins
Enforce Salesforce Plugin Settings on Chrome Extension Import
- Click on the initials in the bottom left hand corner of the Outreach platform.
- On the pop-out setting panel, find the section labeled "User Admin" and select "Org".
- Scroll down the org settings page until you find the section labeled "Outreach Everywhere"
- Click on the checkbox to enforce the plugin conditions on import.
- Save your changes.