Salesforce Plugin Overview

Salesforce Plugin Overview

Click-to-Learn the functions of the Outreach / Salesforce Plugin. Hover over settings to understand their functionality.

About this course

This interactive guide will allow you to click-to-learn the functionality and settings available through our Outreach to Salesforce Plugin. Click through the screens and hover over the settings to learn what they do and how you can better control your data. Our Salesforce Plugin allows your organization to control and protect your data to ensure the right information is in Outreach for reps to action and your system of record reflects accurate activity and prospect data.

About this course

This interactive guide will allow you to click-to-learn the functionality and settings available through our Outreach to Salesforce Plugin. Click through the screens and hover over the settings to learn what they do and how you can better control your data. Our Salesforce Plugin allows your organization to control and protect your data to ensure the right information is in Outreach for reps to action and your system of record reflects accurate activity and prospect data.