Rudy (Base Package) – Boomerang

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 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 12: Add Lead Source for Boomerang
  - Step 13: Picklist Values for Record Types
  - Step 14 (Only TAS Customers): Additional Setups
  - Step 15 (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
Rudy (Base Package)
- Salesforce Integration
  - Step 0: Pre-Work and Data Hygiene
  - Step 1: Connect your Salesforce to Boomerang App
  - Step 2: Salesforce Iframe Configuration
  - Permissions for Integration User
- Super Connector Onboarding
  - Super Connector Data Setup
  - Super Connector Activation
- Calendar Integration
  - Connecting Google Calendar
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
  - Outreach Connection: Permissions & Setup
  - Setting up Outreach Smart Writer
- Salesloft Integration
  - Boomerang Salesloft Integration
- Gong Integration
  - Boomerang Gong Integration
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Notification Setup Guide
  - Boomerang Sequence Setup Guide
  - Salesloft Setup Guide for Boomerang Job Change Leads
Boomerang Discover
- Calendar Integration
  - Boomerang Discover
  - Connecting Google Calendar
  - Connecting Outlook Calendar
  - Disable “Discover” on Google Workspace
Linkedin Connector - Relationships

Salesforce Integration

Step 0: Pre-Work and Data Hygiene

Step 1: Connect your Salesforce to Boomerang App

Step 2: Salesforce Iframe Configuration

Permissions for Integration User

Super Connector Onboarding

Super Connector Data Setup

Super Connector Activation

Calendar Integration

Connecting Google Calendar