Added new options for child object matching to add, update, or ignore incoming values depending on if the child object is matched
Salesforce
Added the ability to target a specific individual record or override a match in the New, 1:1, and 1:Many Needs Attention queues with a new ‘Override’ action button. Tip: When you select the ‘Override’ action, a window will appear. Just enter the URL to a Contact or Account record in Salesforce, and Omatic Cloud will update it with the source data. If there are Data Differences to resolve, they will appear on screen as normal.
Added Partial Nameand Partial Address match codes, for clarity on flexible values and multi-field searches. For example: "Jo Walters" vs "Joanna Walters" will now display as a Partial Name match.
In Any Object formulas, including the correct Salesforce ID in a child object's matching rules will allow you to bypass the previous requirement that the object already be linked to the Contact you are adding or updating.
Improved exception messages for clarity
Resolved a few issues with matching and triage settings:
Deleting some match criteria would trigger other selections to go blank
Changes to match criteria appeared to not save, even though they were
Using Auto-pick on exact field matches would prevent Related Record matches from appearing for review
BBCRM
Added Country as a mappable field in the Constituent/Phone object of formulas
Dollar sign characters in Source data will be automatically removed when sending to the Constituent/Revenue endpoint, to reduce formatting exceptions
Luminate Online
Updated the Luminate Online Import TeamRaiser Registrations to Salesforce Contacts formula to send to any object in Salesforce, enabling mapping Opportunity Contact Roles and other objects
Emma
Enabled the Contacts formula, allowing you to sync Emma Contact records with your system of record
Added Status as a mappable field from Emma Contact records
Resolved an issue preventing some email activity records from appearing within record processing
Resolved an issue with Unsubscribers formulas when there are no available subscriptions in Emma
Resolved an issue preventing some Emma Campaigns from appearing as filters in formula settings
Encompass
Enabled Encompass Connector for Salesforce in Omatic Cloud! You can now sync Encompass Members, Email Activity, Transactions and Event Registrations to Salesforce, and Salesforce Contacts to Encompass.
Resolved an issue with Encompass records not matching when processing records
Resolved an issue where Encompass Subscription Management selections are cleared after updates
Resolved an issue preventing events from appearing within the Encompass EventRegistrations profile
Mobile Commons
Resolved an issue where Company Code specified prevents field mapping
Resolved an issue causing formulas to time out
Resolved an issue where Campaign IDs sent to Mobile Commons were returned as invalid
Resolved an issue where the "Source" field was not being returned
Resolved an issue preventing the complete set of requested data from being returned
Swoogo
Added two new formula types for sending Salesforce data to Swoogo:
Salesforce Campaigns to Swoogo Registrants
Salesforce Reports to Swoogo Registrants
Updated the Registrants formula type to allow selection of multiple events in the same formula
Amanda Tetanich
Altru
Salesforce
Tip: When you select the ‘Override’ action, a window will appear. Just enter the URL to a Contact or Account record in Salesforce, and Omatic Cloud will update it with the source data. If there are Data Differences to resolve, they will appear on screen as normal.
BBCRM
Added Country as a mappable field in the Constituent/Phone object of formulas
Dollar sign characters in Source data will be automatically removed when sending to the Constituent/Revenue endpoint, to reduce formatting exceptions
Luminate Online
Emma
Encompass
Mobile Commons
Swoogo