Content Comparison

Summary

This document is meant as a guide on all necessary steps for creating an OmniOut campaign with Salesforce as the campaign’s data source. Please use the table of contents below to navigate to the appropriate section.

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• Basic Salesforce Integration Setup

• Linking Salesforce and Sharpen User Accounts

• Installing OmniOut

• Setting Campaign Statuses for OmniOut

• Custom Attributes for Salesforce Campaign Member Page

• Creating a Campaign in Salesforce

• Configuring Your Campaign in OmniOut (Salesforce)

• Creating an Agentless Flow as Part of an OmniOut Campaign

• Campaign Stage Scripts and Templates

• Adding Salesforce Members to Your OmniOut Campaign

Terminology

OmniOut - The outbound cadence tool.

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