Outreach <> Salesforce - Basic Unmanaged Package
AcousticSelling's Outreach Unmanaged Package for Salesforce
Save the time of creating these 29 fields and 4 Flows in Salesforce manually.
It can take a lot of time and effort to implement and customizing your Salesforce and Outreach connection to take full advantage of the tools you've paid for. That's why we began development of our own Outreach Unmanaged Package for Salesforce.
By installing this package you will quickly get all the important fields to form a deeper connection between Outreach and Salesforce and set yourself up to report on what is really important to manage your team and business.
This Basic Unmanaged Package installs the initial fields in Salesforce needed to collect data from Outreach to create reporting you need.
We have committed to continuing to update this package and add to it with more. If you have suggestions or requests, let us know!
Installation Notes
It's really this easy.
Next Steps
- Create the Outreach Engagement Panel. There are a lot of fields you can add but these eight (8) fields are a great place to start.
- In Outreach configure the CRM settings to match to the new fields you added to Salesforce.
- Build your reports or Sign up for our Newsletter to be alerted to our initial Outreach Report Package.