GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

By | November 15, 2024
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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 the Last Sync Date field in Entity Mapping.

For instance, if the user inputs “10” in the Update_Last_Sync_by_Days__c field and the current Last Sync Date is “2023-11-01” after the import routine completes successfully, the new Last Sync Date will be automatically updated to “2023-11-11”.

Prerequisites

  1. Make sure the Entity Mapping / Import should be created in your Salesforce environment.
  2. Select the Last Sync Field:
    • Make sure you have the correct Last Sync field specified.
  3. Enter the Last Sync Value:
    • Just input the current Last Sync value that you’d like to update.

Last Sync Date field in Entity Mapping

To Update the Last Sync Date field in Entity Mapping after it runs successfully, follow the below steps:

  • Enter the number of days you wish to add in the Update Last Sync by Days field.
Update Last Sync By Days field in Entity Mapping/Import
Update Last Sync By Days field in Entity Mapping/Import
  • Click the Sync Now button to initiate the update to Last Sync Date field in Entity Mapping.
Sync Now
Sync Now
  • Refresh the Import Routine and check that the new date has been added to the Last Sync Value based on the number of days you entered and thus an update to Last Sync Date field in Entity Mapping happens.
Verifying the update date value
Verifying the update date value

By following the above blog instructions, you will be able to learn the new GUMU™ Feature: “Automatically update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs“.

If you still have questions or problems related to the product or details shared above, please contact us at salesforce@greytrix.com. More information about the Product is available on our website and Salesforce AppExchange.

We hope you will find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

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