Salesforce

Advanced Task Mapping [Beta]

• How Advanced Task Mappings Appear in Microsoft Dynamics
• Advanced Task Mapping Overview
• Advanced Task Mapping Settings: Email Tasks
• Advanced Task Mapping Settings: Call Tasks
• Advanced Task Mapping Settings: Generic Tasks

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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

Importing

• Create a Lead, Contact, or Account in Outreach from Salesforce
• 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

Object Syncing

• Refresh Users on Reconnect
• Adding a User Mapping in the Salesforce Plugin
• 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

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Setup Steps

• Unmapped Salesforce-Required Fields Overview [Beta]
• Salesforce Configuration Overview
• Salesforce & Outreach Connection Overview
• Minimum Requirements to Connect Outreach to Salesforce
• Steps to Check Your Salesforce Version

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