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Table of Contents

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The campaign names will then appear in Sharpen > Admin > Configuration > OmniOut. Aside from verifying your campaign displays, don’t get too squirrelly in OmniOut just yet. We still have another step of adding the Campaign Member Statuses (the steps in your cadence).

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At this point, you’re done in Salesforce and ready to move to OmniOut in Sharpen!

This page is also part of the larger setup document for OmniOut (Salesforce). If you’re following the guide here are some related links:

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(tick) Basic Salesforce Integration Setup

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(tick) Linking Salesforce and Sharpen User Accounts

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(tick) Installing OmniOut

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(tick) Setting Campaign Statuses for OmniOut

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(tick) Custom Attributes for Salesforce Campaign Member Page

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Configuring Your Campaign in OmniOut (Salesforce)

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Creating an Agentless Flow as Part of an OmniOut Campaign

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Campaign Stage Scripts and Templates

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