Salesforce.com-Tips and Tricks
Are you on a transformative journey with Salesforce? Why not make it more seamless with a professional Salesforce consulting partner? Well, a seasoned Salesforce consultant can provide you with the right guidance for your Salesforce journey. In addition, they are also specialized in setting up and implementing the Salesforce system according to your business’s unique… Read More »
In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system. Real-time… Read More »
In this blog, we will delve into the steps required to abort all existing background Apex Jobs within the Entity Mapping/Import module in Salesforce. The blog will cover: What Apex Jobs are and their role within Salesforce? Apex Jobs are asynchronous processes that run in the background in Salesforce. These jobs allow for tasks that… Read More »
In this blog, we will be discussing the benefits of using the “Sync Type” in Entity Mapping/Import based on Sync Type Import routine to streamline data management processes and improve overall workflow. The Entity Mapping/Import module has been upgraded to clearly differentiate between Default Import routines provided by the GUMU™ package and Custom Import routines created… Read More »
In this blog, we will discuss how to use Filters in Import routine & bring in only specific data from Sage X3 ERP to Salesforce using the new GUMU™ Interface in Lightning Component. How to apply and use Filter(s) while importing data from Sage X3 Follow the steps stated below in order to use filter functionality in Salesforce:… Read More »
In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 100 system. Real-time Product… Read More »
Salesforce has been the #1 CRM for the last decade. Such is the significance of this powerful tool that it holds the majority of the CRM market share, 22.1%, as of 2023. Today, more than 1,50,000 companies, both small and big, are using Salesforce. The above stats clearly say that Salesforce has been the… Read More »
In this blog, we’ll explore one of the key features of GUMU™ Integration of using the new Lightning interface. This feature allows you to view the information of an existing Promoted “Account” in Salesforce as a “Customer” in the Sage 300 ERP System. Viewing Promoted Accounts made Easy with GUMU With this feature, viewing promoted… Read More »
In this blog, we will explore how to create a record-triggered flow to automate the mapping of picklist fields between parent and child records in Salesforce. i.e.: How to map a Parent Record’s Picklist value to a Child Record using a Flow when creating the Child Record. Our focus will be on ensuring that when… Read More »
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »