Subject: This article's purpose is to reference commonly used articles related to Salesforce and Orum quickly.
Getting Started with Salesforce
This is a great place to start with setup!
'API not enabled for this Organization or Partner'
If setting up Orum with SFDC for the first time, you receive this error, this article from SFDC's knowledge base is a great resource on how to correct it!
How to create basic SFDC reports and what kinds of reports are supported
This article discusses how to create basic SFDC reports with step-by-step instructions, and what kinds of reports Orum pull's in.
Salesforce Connection Help- OAuth
This article discusses how to troubleshoot a sign-in error, which causes users to see a blank page once signed in!
Creating a Call Recording Field in Salesforce
In order to record calls inside Salesforce, Orum needs a field on the Task object to map to. This is where call recording links will be stored. This article explains how to set this up!
Call task not completing in the CRM
This article is for all CRM's, but does go into detail about how Orum interacts with tasks and activities.
This is for all CRM's, but does go into detail about phone fields and SFDC specifically.
