Integrations
- Salesforce Integration
  - Step 1: Installation of Boomerang Salesforce Managed Package
  - Step 2: Select or Create an Integration User for Boomerang
  - Step 3: Connect your Salesforce Integration User
  - Step 4: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 5: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 6: Setup "Boomerangs per Account" View in Account Layout
  - Step 7: Setup “Boomerang Section” in Lead Layout
  - Step 8: Setup "Boomerangs per Opportunity" View in Account Layout
- Hubspot Integration
  - Set-Up Boomerang List View
  - Set-Up Boomerang Contact View
- Okta Integration
  - Boomerang Okta Integration
Platform
- Permissions
  - Permissions for Integration User
  - Permissions for End Users
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs

Review and Update Duplication Rules

These rules could hinder Boomerang's ability to present new leads or contacts to your sales team.

If your system utilizes Salesforce's standard contact duplicate rule add an exception for Boomerang by including a criterion to execute it only if Is a Boomerang= False

Assign Permission Sets Create ‘Boomerang’ Lead Source Value