How to Guide

Salesforce Pre-Onboarding Checklist
Product: Omatic Cloud Description: This solution presents a pre-onboarding checklist for Omatic Cloud for Salesforce Environment: Salesforce Versions: Al...
Thu, Jul 15, 2021 at 1:13 PM
Setting up the Omatic Cloud trial for Salesforce
Product: Omatic Cloud Description: This solution presents the steps to take to begin your Omatic Cloud trial for Salesforce Environment: All Versions: Al...
Thu, Jul 30, 2020 at 12:59 PM
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 Choose a Formula Type for Adding Opportunity Contact Roles
Product: Omatic Cloud Description: This solution presents guidance on when to use the Contacts and Donation (Enhanced) formula vs. the Contacts and Any Obj...
Thu, Jul 8, 2021 at 2:13 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 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
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 Promote a Formula to Production
Product: Omatic Cloud Description: This solution describes how to promote a formula to Production Environment: Salesforce Versions: All Answer: Duri...
Wed, Jun 30, 2021 at 2:39 PM