Salesforce

Setup Steps

• How To Map a Salesforce Queue in the CRM Plugin
• Outreach Everywhere Extension for Salesforce
• Connecting & Testing Salesforce Plugin Environment
• Unmapped CRM-Required Fields Overview
• How To Map Outreach Engagement Fields to Corresponding Salesforce Fields

See all 12 articles

Connection Details

• Outreach API Call Usage Overview
• Reducing API Call Usage Best Practices

Object Syncing

• Salesforce sync error: Look for name instead of record ID is not supported for objectName
• How do I manually sync (or bulk sync) mailings to my CRM?
• Salesforce Import Error: "A prospect with this email address already exists in Outreach and prospect is in the recycle bin."
• Prospect activity isn't syncing to Salesforce under the opportunity
• "A user with this email address already exists in Outreach" - Import Error

See all 27 articles

Importing

• Import Error: "There is a problem communicating with Salesforce. Please try again later or reach out to your administrator."
• How To Import a Lead, Contact, or Account to Outreach from a CRM
• How To Import a Salesforce Report into Outreach
• SKUID Overlay for your CRM

Advanced Task Mapping [Beta]

• Can I sync incomplete tasks to Salesforce?
• Advanced Task Mapping: Task Subtype Icon Updates
• Salesforce Advanced Task Mapping for LinkedIn Tasks
• Outreach Advanced Task Mapping Settings for Email Tasks
• Outreach Advanced Task Mapping Settings for Call Tasks

See all 7 articles