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
Connection Details
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
Importing
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