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.

🚨 If you are an Admin, make sure to first complete our Admin Checklist before moving forward

Recommended Browser: Chrome

For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.

Creating Reports for Calling

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:

Learn more about creating reports.

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.

Once you've completed these steps, you're ready to start dialing!