Getting Started with Salesforce

Integrating Orum with Salesforce can greatly enhance your sales efforts by streamlining processes and automating tasks. Whether you're an admin or a sales representative, this guide will help you get started with the Salesforce integration in Orum.

1. Creating Reports for Calling

For Admins and Reps:

One of the key aspects of using Orum effectively in Salesforce is to create reports that you can call from. Reports help you segment your prospects and target them with specific campaigns. Here's how you can create Salesforce reports to call from:

a. Log in to Salesforce: Log in to your Salesforce account using your credentials.

b. Navigate to Reports: Click on the "Reports" tab or locate the "Reports" section in your Salesforce dashboard.

c. Choose a Report Type: Select a report type that is relevant to your calling campaign. Ensure that the report includes the necessary prospect information you want to call.

d. Add Filters: Apply filters to narrow down your list of prospects. For example, you can filter by location, industry, lead source, or any other criteria that align with your campaign.

e. Save the Report: After configuring your report, save it with a meaningful name. Ensure that it's accessible to the users who need it for calling.

f. Sync with Orum: If you've integrated Salesforce with Orum, your reports will automatically sync with Orum, making them available for calling.

Learn more about our officially supported reports and how to create a lead report in SFDC.

2. Creating Automations to Remove Prospects

For Admins:

Automating the removal of prospects from reports can help keep your lists up to date and ensure that your sales reps are focusing on active prospects.

Here is a short guide on how to create record-triggered flows that will help automate and remove prospects based on contact status.

3. Completing the Recommended Admin Setup Guide

For Admins:

To ensure a seamless integration between Orum and Salesforce, follow our recommended setup guide.

This guide will provide you with step-by-step instructions on how to configure settings, mappings, and permissions to make the most of the integration.

4. Making Your First Dial

For Admins and Reps:

Now that you've set up your Salesforce integration with Orum, it's time to make your first dial. Learn how to use Orum's dialer options and start connecting with your prospects. Check out our separate article on Making Your First Dial to get started.

With these steps completed, you'll be well-equipped to leverage the Salesforce integration with Orum effectively.

Your sales team can call from segmented lists, and our automations will help maintain the accuracy of your prospect data. If you have any questions or need assistance, don't hesitate to reach out to our support team for guidance.

Happy selling!

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