Salesforce.com-Tips and Tricks
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 »
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 »
This blog explores a key feature of GUMU™ Integration within the Lightning interface: Enhancing data security through the ‘Restrict and Grant Field Access’ feature on the Sales Order screen. This feature empowers users to set default values for the product line and control field visibility based on specific Users and Profiles, ensuring that only authorized… Read More »
One common issue when integrating SF to any system is the “Illegal Assignment from String to Decimal” error, which occurs when string data from the other system is assigned to a numeric field in Salesforce. Integrating data between Salesforce and ERP (or any other system) can be complex, especially dealing with mismatched data types. This… Read More »
In this blog we shall outline the new feature enhancement for the Security Matrix UI. The Enhanced Security Matrix provides better access control at both the Administrator and User levels, featuring two distinct components: Security Level Profiles and User Levels. Purpose of Enhanced Security Matrix Previously, accessing different security levels (Profiles and Users) in the… Read More »
Salesforce Pardot has been renamed to “Account Engagement” in Salesforce Lightning. To access Account Engagement with user licenses under the “Identity” category, specific permissions need to be assigned. Users with an Identity profile can now access Account Engagement in Salesforce. Account Engagement (Pardot) is Salesforce’s marketing automation tool designed to help businesses track and engage… Read More »