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: Setup "Boomerang - Contacts Details" to Contact Layout

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

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

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

Step 7: Setup "Boomerangs per Account" View in Account Layout

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

Step 8: Setup “Boomerang Section” in Lead Layout

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

Step 9: Setup "Boomerangs per Opportunity" View in Account Layout

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

Assign Permission Sets

Review and Update Duplication Rules

Create ‘Boomerang’ Lead Source Value

Bounced Emails Management

Create field for Open Opportunities Count

Permissions for Integration User

Permissions for End Users