Product: Omatic Cloud

Description: This solution describes how to promote a formula to Production

Environment: Salesforce

Versions: All

Answer:


During your initial testing of a formula, it is recommended you use a Sandbox or Testing Environment. Once you have completed your testing then it is time to promote this formula to your Production or Live Environment. 


To do this go to the Integrations/Formulas tab, and select Add Salesforce production data source:


A pop-up screen will appear. Enter a Display name for your production instance, then select Connect:


Once you have successfully connected, select Save:


Find the formula that you would like to promote and select the 3 dots to the left of the Formula name, under the Action column:

On the pop-up screen select Promote:

A second screen will appear asking you to confirm promoting the formula, select Yes, promote it:

Congratulations! You have promoted your formula! You will now be walked through your formula again to confirm your data mapping, matching, and record triage rules for your Production or Live Environment.