- CRM Plugin Basics
-
What is a CRM and how does it contain data?
-
CRM Setup and how Outreach Pushes Data
-
CRM Vocabulary
-
Salesforce Object IDs
-
Important Note: We NEVER make changes/updates to the customer's CRM Plugin
-
Compatible Object Types
-
Explanation of Salesforce Objects
-
The "All Or Nothing" Sync
-
Opportunities In Outreach
-
Plugin Authorization User
-
Why sync Outreach Data with a CRM at all?
-
Syncing Data Between Outreach and your CRM
-
CRM Plugin Toggles
-
CRM Plugin Toggles Explained
-
Standard Task Mapping: Activity Syncing
-
Advanced Task Mapping: Customizing Outreach Activity
-
Salesforce Field Type Compatability
- Depreciated or Not Recommended Features
-
Purposeful Duplicates
-
User Authorization
- Self-Study: CRM Basics
-
Self-Study: CRM Basics
- CRM Assessments
-
Intro to CRM Assessments
-
CRM Basics
-
Salesforce for Admins
-
CRM Troubleshooting
-
Advanced CRM Troubleshooting
CRM Plugin Connections
The most common CRM plugin integration with Outreach is Salesforce. Understanding and following the guidance from our Outreach Knowledge Base articles and Outreach University course are a baseline for helping customers integrate Salesforce with Outreach. Due to the nuance of a customer’s business case, their Salesforce configuration will likely have been customized. For this purpose, it is important to understand other fundamentals of Salesforce in order to effectively consult our customers during their plugin configuration.