Salesforce Configuration

How to use a Salesforce Report as a Data Source
Product: Omatic Cloud Description: How to configure a Salesforce Report to use as a data source Environment: Salesforce Versions: All Answer: Usi...
Wed, Jul 28, 2021 at 11:17 AM
Locating your Salesforce Username and Password
Product: Omatic Cloud Description: This solution presents instructions on locating your Salesforce Username and Password Environment: All Versions: All ...
Fri, Feb 19, 2021 at 11:57 AM
How to Create or Refresh your Salesforce Sandbox
Product: Omatic Cloud Description: This solution outlines how to create or refresh your Salesforce Sandbox Environment: Salesforce Versions: All Answer:...
Tue, Jun 29, 2021 at 2:45 PM
How to Create a Custom Field in Salesforce
Product: Omatic Cloud Description: This solution presents instructions on how to create a custom field in Salesforce Environment: All Versions: All Answ...
Wed, May 27, 2020 at 3:51 PM
How to create an External ID Custom Field
Product: Omatic Cloud Description: This solution explains how to create a custom field for an external ID Environment: All Versions: All Answer: Cl...
Fri, Feb 19, 2021 at 11:52 AM
How to Create a Custom Checkbox to track Offline Donations in Salesforce
Product: Omatic Cloud Description: This solution presents instructions on how to create a custom checkbox on the Opportunity object to track Offline Donati...
Wed, Aug 26, 2020 at 4:53 PM
How to Create a Record Type for Offline Donations in Salesforce
Product: Omatic Cloud Description: This solution presents instructions on how to create a new record type to manage Offline Donations Environment: All Ve...
Wed, Aug 26, 2020 at 4:52 PM
How to Access your Salesforce Marketing Cloud Credentials
Product: Omatic Cloud Description: This solution presents instructions on accessing your Salesforce Marketing Cloud Credentials Environment: All Versions...
Fri, Aug 13, 2021 at 1:16 PM