Salesforce.com-Tips and Tricks
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
In this blog, we will discuss one of the key features (view Promoted Accounts) of GUMU™ Integration using the new Lightning interface. This feature allows you to view existing Promoted Salesforce “Accounts” as “Customers” in the Sage Intacct ERP. View Promoted Accounts To use this feature and synchronize data with Sage Intacct, follow these steps:… Read More »
This blog post explains how to get the current record ID in the Lightning web component. The Record Id property is utilized on the Lightning record page, and it is set to the current record Id. We are using this property in a JavaScript class using a @api decorator, and we need to define recordId… Read More »
This blog will explore the forthcoming feature of Quick Line Entry feature for Salesforce-Sage Intacct in GUMU™️ for Salesforce integration. Quick Line Entry (QLE) facilitates users by providing real-time pricing and the ability to add multiple records with a single button click. Users can establish default values for the product line, and customize field visibility… 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 this blog post, we will explore the topic of sending/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send… Read More »
In this blog, we will see how to configure the Launch Pad in Salesforce. As Launch Pad is a standard Lightning Component which you can add to any Lightning page. They create a shortcut to important places for users. You can add any items that have tabs associated with them—standard and custom objects, Lightning web… Read More »