Salesforce.com-Tips and Tricks
In this blog, we will discuss how to use Filters in Import routine & bring in only specific data from Sage X3 ERP to Salesforce using the new GUMU™ Interface in Lightning Component. How to apply and use Filter(s) while importing data from Sage X3 Follow the steps stated below in order to use filter functionality in Salesforce:… 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 »
In this blog post, we will guide you through the steps to resolve the Xena Flag issue encountered while promoting the Customer with a shipping address from Salesforce to the Sage X3 ERP system. Generally this error occurs while attempting to promote a Customer with the shipping address from Salesforce to the Sage X3 ERP… 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 »
Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »
In the blog we will be exploring the enhanced GUMU™ Import Routine process wherein the user can solve the problem of “Required Parent Field” error. Why does the error occur ? In our GUMU product, which facilitates the data integration between ERP systems and Salesforce, experiencing errors in the import process is a common occurrence.… Read More »
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 »
In this blog post, we will show you how you can automate updation of Last Sync Value which is available once you are through the process of installing the flow package and fulfilling its prerequisites. GUMU integration is a powerful tool that allows you to synchronize data between Salesforce and Sage ERP systems. However, if… Read More »
The purpose of this blog is to offer a resolution for the “Field not Expected into Group” error in Sage X3 Salesforce Integration. In the intricate integration setup between Salesforce and Sage X3 ERP, encountering errors during entity record promotions can disrupt the smooth flow of data. How does the error “Field not expected into… 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 »