Salesforce.com-Tips and Tricks
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 »
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 »
Users often encounter a common challenge when importing PricebookEntryStd entity, namely the “Required Fields are Missing Pricebook2Id” error. In this blog post, we will explore the reasons behind this error and offer a solution that involves addressing it by checking a checkbox named “Is Standard PB.” Before we dive into the solution, let’s first understand… Read More »
In this blog, we will discuss how to link accounts from existing salesforce Org with Sage ERP Customers through GUMU™ with help of this blog the user can easily sort or get Customers related to it by matching data using Customer numbers or Customer codes. Earlier, if the user wants to assign an ERP Customer… 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 »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real time bi-directional link. Using GUMUTM user can sync data between Salesforce to Sage ERP and vice-versa. In this blog; we will look upon effective ways to use GUMU™ Integration solution on a Safari browser. Safari is an in-built browser… 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 »
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 »
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 »
Our GUMU™ Integration for Salesforce has launched a couple of new feature in its new version. One of the new key features introduced in GUMU™ is it enables user to Import and Export the Entity Mapping from the Entity Mapping/Import tab. Earlier, if the user needed the mapping to be added to a different Org,… Read More »