Mapping Business Flows

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 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 Map Opportunity Contact Role using the Contacts & Donations (Enhanced) Formula
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
How to configure Matching settings for Salesforce
Product: Omatic Cloud Description: This solution discusses the options for finding and matching records Environment: Salesforce Versions: All Answer: ...
Tue, Jun 22, 2021 at 4:04 PM
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 map and match two Contacts to the same Household/Account, using Related Record Matching
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
How to Map Opportunity Contact Role in an Any Object Formula
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
How to Manage Offline Donations between Salesforce and Peer-to-Peer Platforms
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
How to Track Offline Donations in Salesforce
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
How to Prevent GAU Allocation Duplication
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