Setup Steps
- How To Enable the Display Record Name Field for Salesforce
- How To Map Opt-Out Fields For Salesforce
- Unmapped CRM-Required Fields Overview
- Salesforce Configuration Overview
- Salesforce & Outreach Connection Overview
- Minimum Requirements to Connect Outreach to Salesforce
- Steps to Check Your Salesforce Version
- Connecting & Testing Salesforce Sandbox Environment
- Advanced Field Mappings
- Switch Plugin User Authorization (Reconnect the Salesforce Plugin)
- Last Touch Sequence Attribution Guide (Outreach's Unmanaged Salesforce Package)
- Last Touch Sequence Attribution (Outreach's Unmanaged Salesforce Package) FAQs
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