Tag Archives: Activate

Set the Customer No field as “Not Required” in Salesforce while it is set to use the “Auto Number” functionality in Sage

In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »