# Add Salesforce Report in Boomerang

### Prerequisites

Before you begin, make sure the following are in place:

* You have **Super Connector Admin** access in Boomerang. This permission level is required to add and manage sources.
* Your Salesforce account is connected to Boomerang. If Salesforce is not yet connected, reach out to your Boomerang administrator.
* The Salesforce report you want to import has already been created in Salesforce.

***

### Steps

#### Step 1: Log In to Boomerang

Go to [app.getboomerang.ai](https://app.getboomerang.ai/) and log in with your credentials.

#### Step 2: Navigate to Input Reports

In the left navigation, go to **Program Settings** and select **Input Reports**.\ <br>

<figure><img src="/files/KOHBTzRLUeWIvKfodOY3" alt=""><figcaption></figcaption></figure>

#### Step 3: Add Salesforce as a Source

Click **Add New Source**. If Salesforce is connected, you will see it listed as an option — click it.

A list of your Salesforce reports will appear. Select the report you want to import.\ <br>

<figure><img src="/files/LyjFCjc5AMDy3F5gLySS" alt=""><figcaption></figcaption></figure>

Once the report is processed, a success message will appear confirming the import. You can repeat this step to add multiple Salesforce reports.

#### Step 4: Review Contact Count

After the report is imported, you will see the total number of contacts added from that report. Use this to verify the import looks correct before proceeding.

***

### Troubleshooting

If you run into any issues or don't see Salesforce listed as a source option, please contact your Boomerang administrator or reach out to the Boomerang support team.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.getboomerang.ai/integrations/salesforce-integration-setup/add-salesforce-report-in-boomerang.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
