Mapping Business Flows
Product: Omatic Cloud Description: This solution covers how to map GAUs and Allocations to Salesforce NPSP Environment: All Versions: All Video instruct...
Wed, Feb 16, 2022 at 8:51 AM
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
Product: Omatic Cloud Description: This solution presents instructions on using the Contacts & Donations (Enhanced) formula type to map Opportunity Con...
Mon, May 24, 2021 at 9:40 AM
Product: Omatic Cloud Description: This solution discusses the options for finding and matching records Environment: Salesforce Versions: All Answer: ...
Tue, Nov 2, 2021 at 9:07 AM
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
In Salesforce NPSP, every new Contact can automatically create a new Household/Account. If your constituency includes multiple individuals from the same fa...
Thu, May 6, 2021 at 9:06 AM
Product: Omatic Cloud Description: This solution presents instructions on using the Contacts & Any Objects formula type to map Opportunity Contact Role ...
Thu, May 6, 2021 at 9:49 AM
Product: Omatic Cloud Description: This solution discusses how to manage offline donations in Salesforce Environment: All Versions: All Answer: Depe...
Fri, Feb 19, 2021 at 11:52 AM
Product: Omatic Cloud Description: This solution presents suggestions on how to track offline donations entered directly into Salesforce Environment: All ...
Wed, Aug 26, 2020 at 4:52 PM
Product: Omatic Cloud Description: This solution presents a workaround for preventing duplicating GAU Allocations when they are automatically added in the ...
Wed, Jan 13, 2021 at 12:46 PM