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

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Connection Details

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

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

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Importing

• How To Import a Lead, Contact, or Account to Outreach from a CRM
• Import a Single Lead, Contact, or Account in Outreach from a CRM
• How To Import a Salesforce Report
• How To Import a Salesforce Accounts Report
• SKUID Overlay for your CRM

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

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