Product: Omatic Cloud

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

Environment: Salesforce

Versions: All

Answer:


Administrative Tasks

  1. Identify project team roles. Who will need to be included on calls? Who is responsible for making mapping decisions? In addition, please be prepared to discuss what will be mapped where.
    • Please be prepared to discuss what will be mapped where
    • Provide the Project Coordinator a list of people who will need access to Omatic Cloud (first name, last name, and email address)
  2. Decide whether you will be using Salesforce Sandbox or Salesforce Production for initial testing.
  3. Create a new user in Salesforce called "Omatic Cloud Integration." This user will be used to connect Salesforce to Omatic Cloud, and is the preferred user to be shared with the Omatic team.
  4. Have your Salesforce login credentials available, as well as credentials for any other platforms you are connecting to. 
  5. If you plan to connect to an external system, please follow these instructions on obtaining your API and login credentials.
  6. If you are using a flat file or CSV for import, please have up to 25 rows and 52 columns of dummy data ready and share the file with your Project Coordinator prior to your first implementation call.
  7. Please complete the OC Pre-Training Survey and the OC Mapping Decisions documents attached below, and send the finished documents to your Project Coordinator.
  8. Lastly, once you've received your Omatic Cloud login credentials, please review this Omatic Cloud training video, and build your first Contacts flat file formula. You can use the sample file attached below, or your own file.



Prepare your database


Note: these directions are written for those using Lightning view


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


Automated/ Scheduled Imports


If you are using a flat file or CSV for import and you plan on setting up automated/scheduled imports, please have your FTP credentials ready for your kickoff call. This article provides more details.