Salesforce.com-Tips and Tricks
In this blog, we are going to discuss about “How to create product features and options in Salesforce CPQ“. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features… 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 are going to discuss “How to Create and use Custom Permission in Salesforce?”. This blog post will cover the process of creating custom permission in Salesforce and also how to apply/Use Custom Permission in Salesforce. The purpose of this is by using this we can give access to a particular user… Read More »
Let’s discuss about Creation of a Sandbox Template in Salesforce. This blog post will cover the process of creating a Sandbox Template in Salesforce. The purpose of this template is to facilitate the creation of Partial Copy Sandbox and Full Copy Sandbox. Create a Sandbox Template Sandboxes Sandbox Template New Sandbox Template Details Created Template… 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 »
Lot of times user needs to enter data quickly. In this case we would like to share with you how we have built a custom screen to enter Order Lines data quickly. But we had a unique requirement is that wherein when the user enters ENTER keyword, control needs to go to next line on… Read More »
In this blog, we are going to learn about how to add utility bar in a lightning app. The component helps user, save navigation time, that they might have consumed while performing certain tasks. Firstly, it helps us to achieve it by just a few click without having to navigate to a different page. Secondly,… Read More »
The GUMUTM Integration for Salesforce is compatible with the latest version of Sage 300 v2019. The Sage 300C can be hosted on a cloud environment and hence can be accessed from anywhere in its browser interface. Unlike its previous installments where integration was done via the SData web service, the current version utilizes Web API.… Read More »
Data between a Sage ERP and Salesforce can be synced by utilizing “Entity mappings” functionality of GUMU™. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU™ Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually… Read More »