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Setup Steps

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  • Connecting & Testing Salesforce Plugin Environment
  • Steps to Check Your Salesforce Version
  • Unmapped CRM-Required Fields Overview
  • How To Map Outreach Engagement Fields to Corresponding Salesforce Fields
  • How To Enable the Display Record Name Field for Salesforce
  • How To Map Opt-Out Fields For Salesforce
  • Find Your Salesforce BCC Email
  • Advanced Field Mappings
  • How To Reconnect and Update User Authorization for CRM Plugins
  • Last Touch Sequence Attribution (Unmanaged Package) Guide
  • Last Touch Sequence Attribution (Unmanaged Package) FAQs
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