Salesforce.com - Tips, Tricks and Components

Welcome to the treasure trove of Greytrix’s Salesforce knowledge. This page is dedicated to providing you with insightful articles, expert tips, and the latest updates on Salesforce CRM. Whether you want to enhance your Salesforce experience or want to stay updated on industry trends, our blog has you covered. In addition, we also offer cutting-edge solutions for Salesforce and are committed to delivering unparalleled support and innovation for Salesforce users. Explore and enhance your Salesforce experience with Greytrix.

Tag Archives: “Enable Quick Line Entry” checkbox

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Sage 300C integration

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 »

Enhance your Data Security: Master GUMU’s ‘Restrict and Grant Field Access’ on the Sales Order screen

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 »