Orum Salesforce Setup

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Overview

First configure Unify’s Salesforce integration and its task sync rules. The steps below connect Orum to Salesforce. You can bidirectionally sync your call tasks between Unify and Orum using a Salesforce report. The instructions below will help you build a report to successfully set up the sync.

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Salesforce report setup

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Call report setup in Salesforce

To create call tasks in Salesforce, set up a new report with the following criteria:

1. Navigate to your Salesforce Reports tab
2. Click New Report
3. Configure the report with these settings:
   • Category: Activities (Activities with Contacts)
   • Show Me: All activities
   • Date: All Time
   • Show: Open Activities
   • Show: Tasks
   • Assigned: equals $USER
   • Task Subtype: equals Call

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Best practices for report columns

We recommend including the following columns in your report for better visibility and alignment with Unify sequences:

1. Click Customize on your report
2. Add the following columns:
   • Subject
   • First Name
   • Last Name
   • Unify Sequence

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Orum integration setup

Once your Salesforce report is ready, connect Orum to Salesforce:

1. Navigate to Settings in Orum
2. Select Integrations
3. Choose Salesforce and authorize the connection

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Next steps

With your Salesforce integration configured and Orum connected, you’re ready to launch your first call campaign!