Salesforce
Setup Steps
- 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
Connection Details
Object Syncing
- How To Add Field-Level Security to Type Fields in Salesforce Lightning
- How to Disable Fallback Sync Options
- How To Manually Sync Individual Prospect Records to Salesforce
- How To Sync Salesforce Opportunities in Outreach
- How to Enable Refresh Users on Reconnect
Importing
Advanced Task Mapping [Beta]
- Advanced Task Mapping: Task Subtype Icon Updates
- Salesforce Advanced Task Mapping for LinkedIn Tasks
- Advanced Task Mapping Settings: Email Tasks
- Advanced Task Mapping Settings: Call Tasks
- Advanced Task Mapping Settings: Generic Tasks