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Salesforce

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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
See all 11 articles

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
See all 19 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
  • 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
See all 6 articles
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