Setup Steps
- Salesforce & Outreach Connection Overview
- Minimum Requirements to Connect Outreach to Salesforce
- Steps to Check Your Salesforce Version
- Connecting & Testing Salesforce Sandbox Environment
- Reviewing the Salesforce Plugin Sections
- Salesforce Integration Toggles (Explained)
- Understanding the Salesforce Plugin: Conflict Resolution Layer
- Advanced Mappings
- Switch Plugin User Authorization (Reconnect the Salesforce Plugin)
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