Salesforce
Learn how to use Orum and Salesforce to drive your calling culture
- Getting Started with Salesforce
- Salesforce Trailhead Tutorials
- Configure Orum Settings for Salesforce
- Supported Salesforce Reports
- Create a Salesforce Report for Orum
- Create a KPI Salesforce Report
- Create a Call Task Salesforce Report
- Automating Salesforce Lead Status
- Salesforce Knowledge Resource
- How to create basic SFDC reports and what kinds of reports are supported
- Changing Dispositions (Salesforce Integration ONLY)
- Creating a Call Recording Field in Salesforce
- Salesforce Connection Help - OAuth