Installing OmniOut

OmniOut is not installed by default in new Sharpen accounts. Therefore it’s necessary to install OmniOut from the Sharpen Store before configuring your first campaign.

This step will not be necessary for subsequent campaigns.

To get started, navigate to the Sharpen Store from the top-left menu and ensure you’ve installed OmniOut for your account. Sharpen Store > Apps > OmniOut. If you haven’t already installed OmniOut, click the Install button.

That’s it! The install button will add the necessary SharpenTables needed to configure your campaign.

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

• Basic Salesforce Integration Setup

• Linking Salesforce and Sharpen User Accounts

• Installing OmniOut (you are here)

• 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