Salesforce
Setup Steps
- Outreach Everywhere Extension for Salesforce
- How to Map Outreach Assigned Fields to Custom Lookup Fields in 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
- How To Add Field-Level Security to Type Fields in Salesforce Lightning
- How to Disable Fallback Sync Options in Outreach
- How To Sync Outreach Prospect Records to a CRM
- 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
- Outreach Advanced Task Mapping Settings for Email Tasks
- Outreach Advanced Task Mapping Settings for Call Tasks
- Outreach Advanced Task Mapping Settings for Generic Tasks