Salesforce
- Salesforce Setup
  - Step 1: Installation of Boomerang Salesforce Managed Package
  - Step 2: Create an Integration User for Boomerang
  - Step 3: Connect your Salesforce Integration User
  - Step 4: Create and sync reports to Boomerang App
  - Step 5: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 6: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 7: Setup "Boomerangs per Account" View in Account Layout
  - Step 8: Setup “Boomerang Section” in Lead Layout
  - Step 9: Setup "Boomerangs per Opportunity" View in Account Layout
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
  - Create field for Open Opportunities Count
- Salesforce Permissions
  - Permissions for Integration User
  - Permissions for End Users
Hubspot
- Hubspot Input Setup
  - I. Create Active lists for tracking Contacts
  - II. Connect with Boomerang App
- Configuring Hubspot Boomerang Views
  - I. Setup Boomerang List View
  - II. Setup Boomerang Contact View
  - III. Setup Association Cards
- Setting up Plays and Notifcations
  - Boomerang Notifications Setup
  - Hubspot Properties updated by Boomerang
  - Analytics Dashboards
  - Triggering workflows on Hubspot
Integrations
- Okta Integration
  - Boomerang Okta Integration
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Handling Boomerang Leads using LeanData

II. Connect with Boomerang App

I. Create a Hubspot Integration User:

We recommend creating an Admin Hubspot Integration User for Boomerang to help with the setup process. You also have the option to use an existing Hubspot User with Admin permissions for the same. Boomerang requires the following permissions- Hubspot Permissions- Boomerang

II. Connect to the Boomerang App: To connect your Hubpost Integration User, here are the steps: A. Log into Hubspot as your integration user. For clarity, it's recommended to use an Incognito window. This ensures that you're running a single active Salesforce session in your browser. B. Head over to the Boomerang App and login via SSO. C. In the top right corner you will see the option to connect your CRM.

D. Go ahead and connect your Hubspot.

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I. Create Active lists for tracking Contacts I. Setup Boomerang List View