Step 1: Connect your Salesforce to Boomerang App
Salesforce Integration Setup
Rudy requires a dedicated Salesforce Integration User to securely access the data needed for warm introduction paths.
Step 1: Create Salesforce Integration User
Create a dedicated Salesforce Integration User for Rudy. This user should not be tied to an individual employee.
Please refer to the full list of required permissions here: Permission Set
Step 2: Connect Salesforce Integration User
Once the integration user is created, follow the steps below to connect it to Boomerang.
Before You Begin
- Log into Salesforce directly as the integration user
- Use an Incognito / Private browser window to avoid session conflicts
- Do not use Salesforce’s “Login As” feature — it will not work for this setup
Integration users with SSO, 2FA, or API-only access are supported. If the user is API-only, you may see a login error initially, but authorization will still complete once the session is active.
Head over to Boomerang application: Settings → Integrations → Connect to Salesforce.
- Once you login into your Boomerang Account, you need to click on the button on the top right-
- A shelf will slide out, on which you need to click on the connect button for Salesforce-
- Once authorization is complete, Salesforce will be successfully connected.
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