Setup Steps
- Connecting & Testing Salesforce Plugin Environment
- Steps to Check Your Salesforce Version
- Unmapped CRM-Required Fields Overview
- 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 (Outreach's Unmanaged Salesforce Package) FAQs
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