Product: Omatic Cloud

Description: This solution presents a pre-onboarding checklist for Omatic Cloud for Salesforce

Environment: All

Versions: All

Answer:


* Note: these directions are written for those using Lightning view. 


Prepare your database


If you have not yet done so, please complete the NPSP post-installation required configuration. You can find instructions here.



Create a custom external ID field to store Constituent IDs. You can find instructions on how to do so here.


Explanation: This step is required if you want to use the ID from your source data for matching. 



Review your duplicate settings


Explanation: reviewing your Duplicate Settings will give you the opportunity to ensure that your criteria is either as strict, or as loose, as you'd like it. We recommend the settings in your Sandbox reflect what is in your Production so when you begin pushing data to Production you will see the same syncing behavior. 


Omatic Cloud allows you to set your own matching rules for identifying possible duplicates in Salesforce. Additionally, Salesforce will do its own duplicate search when attempting to add or update records. Review this information about how to bypass additional duplicate searching when sending updates from Omatic Cloud.


Review your Address Management settings


Explanation: reviewing your Address Management Settings will give you a clear picture of how addresses will be handled. It will also allow you to ensure that your addresses are up to date, and consistent across all Households or Organizations. For more information on Address Management, please check out this article.

  1. Click on the App Launcher and type in NPSP Settings
  2. Select People, then Addresses
  3. If you want multiple addresses stored on a Household account record, please be sure that Household Account Addresses Disabled is unchecked
  4. If you want address management enabled for Organization Accounts, please enable Organizational Account Addresses Enabled
  5. If you want address changes treated as an update (no new Address object created), please enable Simple Address Change Treated as Update


Review your Campaign Management settings


Explanation: enable Automatic Campaign Member Management to automatically add donors on an opportunity as a Campaign Member to the primary campaign source.  

  1. Click on the gear icon, then click Setup
  2. Click on the App Launcher and type in NPSP Settings
  3. Select Donations, then Campaign Members
  4. We recommend enabling Automatic Campaign Member Management to create a Campaign Member record for tracking and reporting purposes


If you are connecting Omatic Cloud to Luminate Online, please refer to this Pre-Onboarding Checklist