Who this is for
You’re the admin responsible for getting Endgame up and running for the first time. You might be in RevOps, SalesOps, or Enablement. This path walks you from initial Salesforce connection through full configuration and tuning.What you’ll accomplish
By the end of this learning path, you’ll have:- Connected Endgame to Salesforce and your core integrations
- Configured the Salesforce custom fields that matter most to your team
- Connected Slack channels to the right accounts
- Uploaded your core sales knowledge
- Created rules that teach Endgame your org’s vocabulary and conventions
- Built your first custom skill for a repeatable workflow
- Validated everything works by test-driving the system yourself
Time commitment
Plan for about 2-3 hours total, spread across your first week. Each module is 10-15 minutes.Modules
Complete these in order. Each one builds on the previous.1. Login & Connect CRM
Authenticate via Salesforce, approve the connected app, and kick off data ingestion
2. Connect Transcripts
Verify your call recording integration and understand what flows in
3. Connect Chat
Map Slack channels to accounts so internal context powers Endgame responses
4. Upload Knowledge
Add your sales methodology, battlecards, and playbooks
5. Create Your First Rule
Teach Endgame your org’s terminology and CRM conventions
6. Build Your First Skill
Turn a repeatable workflow into a reusable skill your team can run
7. Configure Salesforce Fields
Tell Endgame which custom fields matter so responses reference the right data
8. Test Drive
Validate your configuration by chatting with Endgame across a few accounts
9. Invite Your Team
Bring users in and set them up for success
After this path
Once your team is using Endgame, you’ll shift into ongoing tuning: adding knowledge as gaps surface, building skills for new workflows, and refining rules as your CRM evolves.Next Module
Login & Connect CRM