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 »
Greytrix is excited to introduce a new feature – Custom Log Retention. In the dynamic landscape of technology, adaptability and customization are key pillars for any software product. Understanding this necessity, we at Greytrix are excited to introduce a new feature in our GUMU™ product that empowers users with greater control over their data management:… Read More »
In this blog, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… Read More »
In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In this blog, we will discuss one of the new key features introduced in GUMU™ Integration in which a user can see the Entity name in the GUMU Chain Next list Field in Entity Mapping/Import tab. Parent Entity and their child entity to Sync data from the Import the Entity Mapping from the Entity Mapping/Import… Read More »
In our previous blog Understanding and Debugging the Import Log for Errors in Salesforce, we tried to explain how the user can view status of Import and debug the information in the log (to troubleshoot any related issue). In this blog, we will be sharing, details about why was it needed to introduce “Pagination” in… Read More »
In our previous blog for Import Entity we discussed about “How to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of the same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here in this blog, we will discuss how to bring data in bulk from Sage 100 to Salesforce using last sync field and… Read More »
Syncing data in our product GUMU™ Sage ERP 100 Integration for Salesforce, is a powerful feature and it empowers you with the ability to import any data in Salesforce from Sage ERP 100. The feature provides completely dynamic mapping where you can refresh fields and map ERP field with Salesforce field and can fetch and… Read More »
To sync any entities between two systems, we need to create mappings which takes up a lot of time. Our GUMU™ Sage 100 ERP Integration for Salesforce provides you with a feature of creating default entities and entity mappings. This features helps user eliminate the process of creating each one of them manually. After successful… Read More »