Onboarding

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: Create field for Open Opportunities Count
  - Step 6: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 7: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 8: Setup "Boomerangs per Account" View in Account Layout
  - Step 9: Setup “Boomerang Section” in Lead Layout
  - Step 10: Setup "Boomerangs per Opportunity" View in Account Layout
  - Step 11: Create a “Boomerangs Activity Status” Report
  - Step 12: Add Lead Source as Boomerang
  - Step 13 (Only TAS Customers): Additional Setups
  - Step 14 (Only TAS Customers): Reports Creation
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
- 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
- Slack Integration
  - Boomerang Slack Integration
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Notification Setup Guide
  - Boomerang Sequence Setup Guide
  - Salesloft Setup Guide for Boomerang Job Change Leads
Google Calendar
- Calendar Integration
  - Boomerang Discover
  - Connecting Google Calendar
  - Connecting Outlook Calendar
  - Disable “Discover” on Google Workspace

Resources

AE/SDR User Experience- Boomerangs

Notification Setup Guide

Boomerang Sequence Setup Guide

Salesloft Setup Guide for Boomerang Job Change Leads