Product: Omatic Integration Cloud - Salesforce
Description: Instructions on how to refresh the object picker in Salesforce any object formula
Environment: All
Version: All

Answer:

 

When changes are made in your Salesforce environment, you will need to refresh the object picker for those changes to be available in mapping within Omatic Cloud.  

 

To refresh the object picker in Omatic Cloud, select Data Sources from the menu. 

 

 

On the Data Source card, select Refresh object picker. 

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A progress bar will appear to inform you of the refresh status. 

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ShapeNote: Do not attempt to load or work within mapping a formula until the refresh is complete or you will lose mapping or fields may not appear. 

 

Once the refresh is complete, the status bar will update to display Refresh Complete.” 

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The updates made in Salesforce should now be available in the object picker on the mapping screen. 

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You can learn more about using the object picker in Omatic Cloud in How to select Objects for Field Mapping, using Object Picker.