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Salesforce

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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
See all 12 articles

Connection Details

  • Outreach 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 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
See all 18 articles

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 into Outreach
  • SKUID Overlay for your CRM

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
See all 6 articles
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