Salesforce

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: Create field for Open Opportunities Count

Step 6: Setup "Boomerang - Contacts Details" to Contact Layout

Adding "Boomerang - Contacts Details" to Contact View in Salesforce: A Step-by-Step Guide

Step 7: Setup "Boomerang - Associated Contacts" to Contact Layout

Adding "Boomerang - Associated Contacts" to Contact View in Salesforce: A Step-by-Step Guide

Step 8: Setup "Boomerangs per Account" View in Account Layout

Setting up a "Boomerangs per Account" View in Account view: A Step-by-Step Guide

Step 9: Setup “Boomerang Section” in Lead Layout

Adding "Boomerang Section" to Lead View in Salesforce: A Step-by-Step Guide

Step 10: Setup "Boomerangs per Opportunity" View in Account Layout

Setting up "Boomerangs per Opportunity" View in Opportunities view: A Step-by-Step Guide

Step 10: Create a “Boomerangs Activity Status” Report

Step 11: Add Lead Source as Boomerang

Step 12 (Only TAS Customers): Additional Setups

Step 13 (Only TAS Customers): Reports Creation

Assign Permission Sets

Review and Update Duplication Rules

Create ‘Boomerang’ Lead Source Value

Bounced Emails Management

Permissions for Integration User

Permissions for End Users