Salesforce

How to Connect Omatic Cloud to Salesforce
Product: Omatic Cloud Description: This solution outlines how to set up Omatic Cloud for Salesforce. Environment: All Versions: All Video Instructions: ...
Fri, Aug 14, 2020 at 4:20 PM
How to Choose and Set Up your CRM for Salesforce + Classy
Product: Omatic Cloud Description: This solution outlines how to set up Omatic Cloud for Salesforce. Environment: All Versions: All Video Instructions: ...
Thu, Aug 20, 2020 at 2:58 PM
How to Map Data for Salesforce
Product: Omatic Cloud Description: This article walks you through how to map data using Omatic Cloud Environment: All Versions: All Answer: The dat...
Tue, Apr 7, 2020 at 4:14 PM
How to Build a Flat File Formula for Salesforce
Product: Omatic Cloud Description: This solution outlines how to build a formula in Omatic Cloud Environment: All Versions: All Video Instructions:  ...
Fri, Aug 14, 2020 at 4:23 PM
Pre-Onboarding Checklist
Product: Omatic Cloud Description: This solution presents a pre-onboarding checklist for Omatic Cloud for Salesforce Environment: All Versions: All Answ...
Wed, Aug 5, 2020 at 2:42 PM
Creating an External ID Custom Field
Product: Omatic Cloud Description: This solution explains how to create a custom field for an external ID Environment: All Versions: All Answer: Cl...
Wed, Aug 5, 2020 at 3:17 PM
How to Add/Remove Destination Fields in the Field Map
Product: Omatic Cloud Description: This solution walks you through how to add and remove destination fields from the data mapping screen Environment: All ...
Wed, May 20, 2020 at 11:51 AM
How to Map a General Accounting Unit and Allocations
Product: Omatic Cloud Description: This solution covers how to map GAUs and Allocations to Salesforce NPSP Environment: All Versions: All Video instruct...
Tue, Aug 18, 2020 at 10:56 AM
How to link Payments to Recurring Gifts in Salesforce
Product: Omatic Cloud Description: This solution presents instructions on how to link payments to recurring gifts in Salesforce Environment: All Versions...
Fri, Nov 20, 2020 at 8:28 AM
How to Create a Custom Field in Salesforce
Product: Omatic Cloud Description: This solution presents instructions on how to create a custom field in Salesforce Environment: All Versions: All Answ...
Wed, May 27, 2020 at 3:51 PM