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Introduction
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Connecting the Salesforce Integration
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API Limits and Object Syncing
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User to User
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Lead to Prospect
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Status to Stage
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Contact to Prospect
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Account to Account
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Event to Calendar Event, Merge and Delete settings, and Wrap Up
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Salesforce Integration Knowledge Check
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Course Survey
Sync data using the Salesforce plugin: CRM sync
In this course we walk you through how to set up, configure, and manage the Outreach to Salesforce Integration.
In this course, we walk through:
- Connecting Outreach to your instance of Salesforce
- How to set up each of the different objects
- How to create custom fields in Outreach
- How to control the flow of data between the two platforms
- How to control your API usage
- How to merge and delete records
- How to test your syncing between the two platforms