> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Orum Salesforce Setup

> Configure Orum integration with Salesforce for call task synchronization.

## Overview

This guide walks you through the steps required to set up call tasks in Salesforce and configure the Orum integration for seamless call campaign management.

## Overview

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.

## Salesforce report setup

### 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

<Note>
  These report filters ensure that each user in Orum only sees their own open call tasks
</Note>

<Frame>
  <img src="https://mintcdn.com/unify-19/4OacOKaQcpDLCYcA/images/reference/integrations/orum/salesforce-report-filters.png?fit=max&auto=format&n=4OacOKaQcpDLCYcA&q=85&s=5b1e59e21b44231d0bda66e623728092" alt="salesforce-report-filters.png" width="387" height="640" data-path="images/reference/integrations/orum/salesforce-report-filters.png" />
</Frame>

### 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

<Frame>
  <img src="https://mintcdn.com/unify-19/4OacOKaQcpDLCYcA/images/reference/integrations/orum/salesforce-column-setup.png?fit=max&auto=format&n=4OacOKaQcpDLCYcA&q=85&s=b44857af3ebb733b9880615ed3e9176c" alt="salesforce-column-setup.png" width="418" height="640" data-path="images/reference/integrations/orum/salesforce-column-setup.png" />
</Frame>

## 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

<Note>
  You will need admin access to Salesforce to authorize this connection. For more information, see: [Orum admin setup](https://support.orum.com/orum/article/ART-441).
</Note>

## Next steps

With your Salesforce integration configured and Orum connected, you're ready to [launch your first call campaign](/reference/integrations/orum/call-campaigns)!

<Note>
  Need help with the setup? Contact our support team or refer to [Orum's Salesforce documentation](https://support.orum.com/orum/article/ART-410-getting-started-with-salesforce) for additional assistance.
</Note>