Overview
Use Salesforce to pass ready call tasks from Unify to Orum and bring task completion updates back to Unify. Connect both products to the same Salesforce account before starting a call campaign. You need an active Orum account and a Salesforce administrator who can approve connections and configure task access.Set up call-task sync
1
Enable task sync in Unify
Set up the workspace Salesforce connection
and enable bidirectional syncs. In Sync rules,
enable syncing for task activity so ready phone-call tasks can be written to Salesforce.Review the task owner mapping so call tasks are assigned to the intended Salesforce user. The person associated with the task must also exist in Salesforce.
2
Connect Orum to Salesforce
Follow Orum’s Salesforce setup guide to authorize the connection and configure access for callers. A Salesforce administrator may need to approve the connected app.Use Orum’s report guide to make the ready call tasks available in the dialer. Limit your calling report to the open call tasks assigned to the caller.
3
Check that a call task reaches the dialer
Use a phone-call step
in a Unify sequence. Once its task is ready, confirm that the task appears in
Salesforce with the correct person and owner, then check that the caller can
access it in Orum.If the task is missing from Salesforce, review the failed write in Unify’s
Sync log. If it exists in Salesforce, check the caller’s access and the
report or task filters in Orum.