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 before 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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Queues - Identifies where outbound interactions will be handled by agents.Use the links below to get started: