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Omatic Cloud

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2 results found

  1. Option to get user input when incoming data doesn't match existing data for specified fields

    We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.

    For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.

    The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…

    6 votes
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    started  ·  1 comment  ·  Salesforce  ·  Admin →
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  2. Automatically delete $0 "donations" when importing

    Third party workplace/matching gift platforms (i.e. Benevity) will often provide import documentation that contains either an individual contributions OR a company matching gift - leaving the other field to contain a $0 "donation."

    When uploading those files through Omatic Cloud - the $0 "donation" is pulled into the "Needs Attention" queue and require the user to manually delete.

    Omatic should create a functionality that would allow users to set conditions in their formulas to automatically delete these $0 "donations."

    1 vote
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    started  ·  0 comments  ·  Salesforce  ·  Admin →
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