Salesforce

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 & Outreach Connection Overview
• Minimum Requirements to Connect Outreach to Salesforce

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Connection Details

• Global vs. Outreach-Specific API Call Limits
• Understanding API Call Usage
• Reducing API Call Usage
• Preventing Duplicate Records
• Data Transfer Capability

Object Syncing

• Refresh Users on Reconnect
• Updating the Salesforce Plugin to Sync LinkedIn Tasks
• Manually Sync User's Accounts, Contacts, Leads with Salesforce
• Setting Salesforce Field Level Security For Type Fields
• How To Map Salesforce Opportunity Stages To Outreach

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Importing

• Import a Single Lead, Contact, or Account in Outreach from a CRM
• Importing a Salesforce Report into Outreach
• Salesforce Report Import Frequency: Create a Recurring Salesforce Report Import
• Importing Salesforce Accounts via CSV into Outreach
• SKUID Overlay for Salesforce

Advanced Task Mapping [Beta]

• Advanced Task Mapping Settings: Email Tasks
• Advanced Task Mapping Settings: Call Tasks
• Advanced Task Mapping Settings: Generic Tasks
• How Advanced Task Mappings Appear In Salesforce
• Salesforce Settings for Texting [Beta]

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