Salesforce.com-Tips and Tricks
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 »
In this blog, we will address how to resolve the error AR Division Number is greater than 2 character when attempting to add a product in Salesforce. Our provided steps will lead you through the resolution of this error, which often arises from incorrect static files. This particular issue is linked to the static files… Read More »
This blog will discuss the newly introduced GUMU™ for Salesforce – Sage Intacct Order Promotion. In Salesforce, if we want to Promote Orders in Sage Intacct, we first have to Promote Accounts in Sage Intacct. You can refer to this link for the blog to Promote your Account to Sage Intacct from Salesforce. Promote Order… Read More »
Our Product GUMU™ Integration offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a newly introduced feature coming to the GUMU™ integration. This feature will allow users to view Real-Time Information of Product which can be experienced when a Sales Rep creates and… Read More »
Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time, bi-directional link. Using GUMU™, users can sync data between Salesforce to Sage ERP and vice versa. In this blog, we have detailed how users can synch additional field values and override certain field values while promoting Sales Orders… Read More »
In the previously posted blog, we explored the ways through which users can seamlessly promote Salesforce Sales Order record to Sage 100 ERP system using native SFDC Lightning Components. In this blog will dwell further on an interesting aspect on how the GUMU™ Integration Sales Order functions (for an integrated customer record), to which the… Read More »
In the previous blog, we looked on the ways to sync additional fields (at Order header level) from Salesforce to Sage 100 ERP In this blog we will showcase further the ways to Sync additional values from the Order Detail screen for the selected Product and also how you can override certain values related to… Read More »