Before you start
Make sure you have:
Salesforce Admin access (must be able to create 5 fields on the Contact object)
The sender’s email address (who will own the inbox Ora sends from)
(Optional) Access to Outreach or Salesloft if you're syncing campaigns there
Step 1: Click the Salesforce icon in Ora
You’ll be prompted to log into your Salesforce account
Once connected, you’ll be able to sync reports from your CRM
Step 2: Select your report
You can connect:
Contact reports (most common)
Lead reports (if your team is working earlier in the funnel)
Don’t worry about filtering personas, Ora will sort them for you based on roles and departments.
Step 3: Confirm field access
To complete setup, Ora needs 5 contact-level fields in Salesforce:
Field Name | Type | Used For |
| Text | Track campaign-level activity |
| Text | Custom subject lines for outbound |
| Long Text | First email in the sequence |
| Long Text | Follow-up #1 |
| Long Text | Follow-up #2 |
These fields will be mapped into Salesloft, Outreach, or another SEP (Sales Engagement Platform) to run the sequence.
If you're using Outreach, Salesloft, or Groove, you don't need to connect a sending inbox or set up an email signature in Ora.
What this helps with
Syncs your lead list directly from your CRM
Eliminates CSV uploads and manual list sorting
Enables Ora to populate outbound email sequences inside your SEP