Skip to content

How can we improve Omatic Cloud?

← Omatic Cloud

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
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Maria Maskell shared this idea  ·   ·  Report…  ·  Admin →

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • AdminOmatic Software (Product Manager, Omatic) commented  ·   ·  Report

    This is now possible, you just need to create two data sources in your Connections Page (ex. "SF Production 1" and "SF Produciton 2"). When creating your formula, pick both of your Salesforce Production data sources, and you will see the formula type options!

Omatic Cloud: Salesforce

Categories

Feedback and Knowledge Base

(thinking…)