Salesforce.com-Tips and Tricks
In this blog, we will discuss creating Agreement Templates in Adobe Acrobat Sign using a Screen Flow. By creating a Salesforce screen flow, users can easily select and send agreements to customers, choosing templates without the need for multiple buttons for each template. Note Ensure the ‘Adobe Acrobat Sign’ package is installed and configured in… Read More »
In this blog post, we’ll explore a new GUMU enhancement that introduces a “Create Integration Stats” checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. Since these records are generated as part of the sync process,… Read More »
Bringing different business systems together to achieve efficiency can be a complex task – but with Salesforce SOAP API, integration becomes much simpler. As a reliable method for connecting Salesforce with various applications, SOAP API offers structured data flow and high security, helping you and your teams stay connected and operate efficiently with consistent, real-time… Read More »
In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »
In a previous blog, we explored how GUMU™ simplifies log management. In this blog, we dive deeper into the enhanced features of automating deletion of log records, exploring practical implementation strategies, and providing insights on maximizing its benefits for the organization. This new functionality will provide users with the ability to delete Import_Jobs__c and Integration_Statistics__c… Read More »
If you’ve been thinking about integrating Salesforce but aren’t sure where to start, we’ve got the perfect session for you! Our webinar covers real-world cases that show how Salesforce can help you overcome common business challenges and improve your business processes. Join us and see the difference first hand—save your spot! When to attend? Date:… Read More »
In this blog, we’ll discuss the new feature, Quick Product Search on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A QPS or Quick Product Search on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »
In this blog, we’ll cover how to configure and add Email Action to the Activity Tab by creating a custom Global Action. This enables users to add the email functionality to the page layouts of related objects. With this setup, users can utilize the ‘Send Email’ feature on Account, Opportunity, and Contact records via the… Read More »
In this post, we’ll discuss how to split or separate Shipping and Billing Street into multiple address lines in Salesforce. These fields are often used to store address information and are typically set up as long text fields, allowing for multiple lines of data like street numbers, names, apartment or suite numbers, and other details.… Read More »
In this blog, we’ll discuss the new feature, Quick Product Search on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A Quick Product Search (QPS) on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order entry… Read More »