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Omatic Cloud

Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

10 results found

  1. Import from One system of Record into the Same System of Record

    We would like to create a formula that will take a Salesforce (SF) report and update the data in SF automatically. The formula set up page does not have the option "Salesforce Production to Salesforce Production". The only options are "Salesforce Production to Flat file" and "Salesforce production to Salesforce Sandbox"

    Reference case 00094322

    2 votes
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  2. Phone format for UK

    In ImportOmatic with the dictionaries we had ability to check if the phone number was less then 11 characters and add a '0' at the beginning of the string

    1 vote
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  3. Match & Update - Don't Add

    Salesforce formulas need a setting like RENXT on child objects to allow for control over what happens when a match is or is not found so users can choose not to add new if matches are not found and leave destination as-is if matches are found.

    Example1: Salesforce users importing Benevity files link opportunities between employee and employer via a lookup field with the transaction ID. If the employee or employer doesn't give ($0 gift), we're not creating an opportunity. Destination exceptions present because transaction ID is always present and there's no way to make one blank if it's a…

    2 votes
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  4. Able to map Credit Card Brand from Stripe

    requested the Brand name for credit card to be added to the connector.

    0 votes
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  5. Add Payout ID and Date to the API

    Payout ID and Payout Date added to the API for reconciling between P2GL and OC integration. It's a critical information requirement.

    0 votes
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  6. Ability to Schedule Formula to do Refund Pulls in Classy to Update Opportunities in Salesforce.

    We need the ability to pull Refunds from the Transactions Connector on a Scheduled basis. Currently, this would have to be a manual run because when a formula is scheduled it only pulls based on the created date not the Refunded date.

    2 votes
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  7. SF Leads Matching on Contacts and If the Contact does not exist create a Lead

    When attempting to add Leads to Salesforce using the Any Objects Formula, we would like the ability to look for Contacts first to see if a match exists. if no contact is found we would like to add them as a lead.

    Use Case: When bringing in a file of Leads they may or may not exist in SF. If they exist as a contact in SF we would not want that lead to be created. If no contact is found we would like to have them as a lead rather than a contact.

    4 votes
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    planned  ·  1 comment  ·  Salesforce  ·  Admin →
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  8. Add a filter option for Classy campaigns.

    Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
    campaign name or internal campaign name containing "renew", which for us, would allow us to create a…

    3 votes
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  9. Make lookup fields external ID friendly

    Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.

    4 votes
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  10. Delete Field Value Using Dedicated Syntax

    We often have the need to delete/clear a field when importing. It would be great to have a dedicated syntax that we can map to indicate that the mapped field should be replaced with null.

    E.g. if we map {DELETE} it would remove the value in the field in Salesforce that we are updating, leaving it blank.

    This would allow blank fields to be ignored, whilst giving users a way to very intentionally delete a fields.

    Two examples:

    1) We have a file of donor data where invalid/incorrect email addresses and phone numbers have been flagged. We can therefore import…

    1 vote
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