Salesforce Knowledge Resource

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.

 

Phone Field Dialing Options

This is for all CRM's, but does go into detail about phone fields and SFDC specifically.

 

 

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