How to guide

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: ...
Fri, Feb 19, 2021 at 11:18 AM
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 create 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...
Fri, Feb 19, 2021 at 11:52 AM
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, Mar 16, 2021 at 10:50 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
How to Assign the Opportunity Owner in Omatic Cloud
Product: Omatic Cloud Description: This solution explains how the Opportunity Owner assignment works using Omatic Cloud Environment: Omatic Cloud / SalesF...
Thu, Jul 9, 2020 at 10:40 AM
How to select Objects for Field Mapping, using the Object Picker
Product: Omatic Cloud Description:  Environment: All Versions: All Video instructions: Answer:  Have you ever wanted to send data to different fiel...
Tue, Jan 19, 2021 at 3:58 PM