Warm Intros – Salesforce Setup Guide

This guide walks you through adding Boomerang Warm Intros to Account, Contact, and Opportunity records in Salesforce Lightning using Visualforce Pages.

Prerequisites

Salesforce admin access

Lightning Experience enabled

Step 1: Create Visualforce Page for Account

Go to Setup

In the Quick Find box, search for Visualforce Pages

Click New

Enter the following details:

Label: Warm Intros

Name: BoomerangAccountLevelWarmIntros

Check Available for Lightning Experience, Experience Builder sites, and the mobile app

Paste the following into Visualforce Markup:

<apex:page standardController="Account">
    <apex:iframe
        id="apexiFrame"
        src="https://app.getboomerang.ai/crm?type=account&id={!Account.Id}"
        width="100%"
        height="750px"
        scrolling="true"
    />
</apex:page>

Click Save

Step 2: Create Visualforce Page for Contact

From Visualforce Pages, click New

Enter the following:

Label: Warm Intros

Name: BoomerangContactLevelWarmIntros

Check Available for Lightning Experience, Experience Builder sites, and the mobile app

Paste the following markup:

<apex:page standardController="Contact">
    <apex:iframe
        id="apexiFrame"
        src="https://app.getboomerang.ai/crm?type=contact&id={!Contact.Id}"
        width="100%"
        height="750px"
        scrolling="true"
    />
</apex:page>

Save

Step 3: Create Visualforce Page for Opportunity

Click New in Visualforce Pages

Enter the following:

Label: Warm Intros

Name: BoomerangOpportunityLevelWarmIntros

Check Available for Lightning Experience, Experience Builder sites, and the mobile app

Paste the following markup:

<apex:page standardController="Opportunity">
    <apex:iframe
        id="apexiFrame"
        src="https://app.getboomerang.ai/crm?type=opportunity&id={!Opportunity.Id}&accountId={!Opportunity.AccountId}"
        width="100%"
        height="750px"
        scrolling="true"
    />
</apex:page>

Click Save

Step 4: Add Boomerang as a Trusted URL in Salesforce

Salesforce requires external applications embedded via iframes to be explicitly trusted.

Navigation

Go to Setup

Navigate to Security → Trusted URLs

Click New Trusted URL

Configuration

Enter the following values:

- API Name: Boomerang - Trusted URL: https://app.getboomerang.ai - CSP Context: All

CSP Directives to Enable

Enable the following directives for this trusted URL: - frame-src — Allows Salesforce pages to embed Boomerang in an iframe (Required) - connect-src — Allows the Boomerang app to make API calls from within the iframe - img-src — Allows images from Boomerang to load correctly - media-src — Allows audio and video to play - style-src — Allows stylesheets and CSS to load - font-src — Allows web fonts to load

These permissions ensure the Boomerang UI loads and functions correctly from within Salesforce.

Click Save once all directives are selected.

Step 5: Add Warm Intros Tab to Account Page

Open any Account record in Lightning Experience

Click ⚙️ Setup → Edit Page

In the Lightning App Builder:

Click Tabs → Add Tab

Tab Label: Custom

Custom Label: Warm Intros

Click the Warm Intros tab

From the left panel, drag Visualforce into the tab

Configure the Visualforce component:

Uncheck “Show Label”

Visualforce Page Name: Warm Intros

Height: 750 px

Click Save, then Activate if prompted

Step 6: Repeat for Contact and Opportunity Pages

Repeat Step 5 for: - Contact Record Page (use the Contact Warm Intros Visualforce page) - Opportunity Record Page (use the Opportunity Warm Intros Visualforce page)

Ensure the Visualforce component height is set to 750 px for all pages.

Result

Once completed, users will see a Warm Intros tab on Account, Contact, and Opportunity records that loads Boomerang powered Warm Intros directly inside Salesforce and in context of the respective Object.

Support

If you face any issues during setup or need help validating the configuration, please reach out to the Boomerang support team