Step 4: Create and sync reports to Boomerang App
Once you have connected your Salesforce Account to the Boomerang App, the next step would be to finalize and configure the input contacts that you want to track for job changes.
Step 1: Create Report on Salesforce
- On the Analytics tab, select Create | Report, or on the Reports tab, click New Report.
- Choose a report type, and click Start Report.
- Add the relevant filters
- Please make sure you add the following fields to the report:
- Contact ID
- Name
- Title
- Account Name
- The name of the report should start with “Boomerang - samplename”, including the “-”. So if the name of the report is customer accounts the report should be “Boomerang - Customer Accounts”.
- We encourage you to create unique reports for each category of contacts you want to track (Customers, Open Opps, Closed Lost etc)
- Click on Save and save it as Public Report.
Keep in Mind: 1. Save the Report as a “Public Report” 2. Report Name should be in the format above. 3. Kindly make sure you don’t have Grouped reports Step 2: Add Report to Boomerang App Pre-Requisite: 1. Salesforce is connected to Boomerang App. 2. Public report with “Boomerang - samplename” name has been created Step 2.1 Once you login into the Boomerang app, you need to add the report to the relevant category on this page:
- Select the category you want to add the report under from the existing categories. Or click on “New Contact Relationship” on the bottom of the page to create a new category.
- Open the category > Add new source > Salesforce > Sync > Select the report you created in Step 1.
Step 3: Click on Start Tracking
Once you have selected all the Input reports you want to track, click on “Start Tracking” on the top right of the page.
Congratulations, you are all set!