Adding Oomnitza assets to a Salesforce case

Oomnitza assets that are associated with a Salesforce case are displayed in the Oomnitza widget in Salesforce.

Accessing the Oomnitza widget

1. Navigate to a case in Salesforce
2. If you have an active Oomnitza session open in your browser, you'll be automatically logged in. Otherwise, click Log in

Adding an Oomnitza asset to a case

1. Search for the asset in the search bar. Hover on the asset and select the paperclip icon. This will link the asset to the incident. You can hover on the asset and select the paperclip again to detach it from an incident.  
2. To view the asset details, click View in Oomnitza.

Tip
To change the fields that are displayed when you view an asset, go back to the integration in Oomnitza and update the field settings.

Edit an Oomnitza asset from Salesforce

Prerequisites: To update an Oomnitza field in Salesforce, it must be set as editable. You may need to go back to the integration in Oomnitza and update the field settings.

From the Oomnitza widget, select the asset you wish to change.

• For text fields, enter the new data and click outside the textbox to save.
• For dropdowns, scroll and pick the desired value.

Your changes will be reflected in both Salesforce and Oomnitza.