Product: Omatic Cloud

Description: This solution presents guidance on when to use the Contacts and Donation (Enhanced) formula vs. the Contacts and Any Objects formula to map Opportunity Contact Roles

Environment: Salesforce

Versions: All

Answer:


When mapping Opportunity Contact Roles to Salesforce, we have two different formula types which can accomplish your goal.  Understanding how they differ will help you to choose which is the best fit for your business process.



Formula: Contacts and Donations (Enhanced)


Reasons to choose this formula type:

  • If this data flow is related to another process.
  • If you are using an external ID from your source, and that external ID is also stored in Salesforce.
  • If you have the Salesforce Contact ID stored in your source.
  • Can speed up data processing.

Example: You have a fundraiser for Peer-to-Peer fundraising. They have a Fundraiser ID from your source which you store on their Salesforce Contact record. You would then like to Soft Credit this fundraiser on gifts made on their fundraising page.


To implement:

  1. Create an External ID field in Salesforce to store the unique identifier for the Contact, unless the Salesforce Contact ID is being used.
  2. Map the Contact ID from your source in the Opportunity Contact Role section of your formula.
  3. This will automatically match the Contact record in Salesforce based on the ID, and you will not need to choose a matching record.


For more detailed information on using this formula type, please see this article.


Formula: Contacts and Any Objects


Reasons to choose this formula type:

  • If you will not have an ID to use for matching.
  • If you have the external ID or Salesforce Contact ID from your source, but need to map to additional objects which are not available in the Contacts and Donations (Enhanced) formula type.
  • If this is a new Contact record in Salesforce, or if you are unsure if this is a new Contact record.
  • If you need more control over reviewing the matching Contact record before it's sent.

Example: You have a Contact who should receive a Soft Credit for a Donation, however, the only identifying information for that contact is their name and email address.


To implement:

There are two ways you can map OCR in this type of formula.  You will need to choose one method or the other

  1. Use non-ID fields to locate the Contact
    • Use the Object Picker to add the Opportunity Contact Role and the Secondary Contact objects
      1. Map the fields that you will use to locate the Contact, such as name and email.
      2. Ensure that your matching settings on the next screen are set to locate the Secondary Contact using those fields.
      3. During processing, you have the opportunity to review these matches as Related Records.
      4. For more information on using this formula type, please see Mapping Opportunity Contact Role for a Secondary Contact's Soft Credit in this article.

    • Use the OCR Contact ID to locate he Contact
      • This is the same method offered in the Contacts and Donations (Enhanced) formula.
      • Use the Object Picker to add the Opportunity Contact Role object to the mapping, and follow the steps listed above to map the Contact ID:
        1. Create an External ID field in Salesforce to store the unique identifier for the Contact, unless the Salesforce Contact ID is being used.
        2. Map the Contact ID from your source in the Opportunity Contact Role section of your formula.
        3. This will automatically match the Contact record in Salesforce based on the ID, and you will not need to choose a matching record.