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 5: Setup "Boomerang - Contacts Details" to Contact Layout
  - Step 6: Setup "Boomerang - Associated Contacts" to Contact Layout
  - Step 7: Setup "Boomerangs per Account" View in Account Layout
  - Step 8: Setup “Boomerang Section” in Lead Layout
  - Step 9: Setup "Boomerangs per Opportunity" View in Account Layout
- Salesforce Configurations
  - Assign Permission Sets
  - Review and Update Duplication Rules
  - Create ‘Boomerang’ Lead Source Value
  - Bounced Emails Management
  - Create field for Open Opportunities Count
- Salesforce Permissions
  - Permissions for Integration User
  - Permissions for End Users
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
- Outreach Integration
  - Connect Outreach
  - Setting up Outreach
Platform
Outreach
Onboarding
- Resources
  - AE/SDR User Experience- Boomerangs
  - Handling Boomerang Leads using LeanData

Step 3: Connect your Salesforce Integration User

To connect your Salesforce Integration User, here are the steps: First, log into Salesforce as your integration user. For clarity, it's recommended to use an Incognito window. This ensures that you're running a single active Salesforce session in your browser. Keep in mind that:

You should directly log in as the integration user. The "Login As" feature to impersonate a user won't work in this context.

Integration users with SSO, 2FA, or API-only settings can be connected. If the user is API-only, a login error might pop up, but don't worry – you can still successfully authorize Boomerang once your 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-

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Step 2: Create an Integration User for Boomerang Step 4: Create and sync reports to Boomerang App