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Introduction 3 min
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Stages 6 min
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Connecting the Salesforce Plugin 3 min
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API Limits 6 min
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Object Syncing 11 min
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User to User 5 min
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Lead to Prospect 18 min
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Lead Status to Stage 4 min
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Contact to Prospect 10 min
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Account to Account 8 min
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Event to Event 5 min
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Merge & Delete 4 min
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Wrap-Up 3 min
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Knowledge Check
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Course Survey
Salesforce Plugin for Admins (Outdated and Depreciated)
Overview of how to configure our Salesforce Plugin
If you have Salesforce, you can enable Outreach's Salesforce Plugin and configure it to ensure all of your team's activities automatically sync back to Salesforce so you can build advanced reports and provide activity visibility to your entire organization. In this course we will cover how to connect and configure the Salesforce plugin based on your team's needs. This course is a great overview for anyone who is configuring the plugin for the first time, who needs to make adjustments to their existing plugin configuration, or to anyone who simply wants to learn more about how the Salesforce plugin works.