In this blog post we will delve into setting up Engagement Studio Programs within Account Engagement in Pardot. It will explore the process involved in creating an engagement program, which includes various action steps such as sending emails or updating prospect information fields. When initiating a new program, essential details are filled in, and at… Read More »
Salesforce’s NavigationMixin – In the rapidly evolving realm of mobile app development, user experience holds paramount importance. Every tap, swipe, and interaction plays a significant role in sculpting an intuitive and fluid journey for users. Salesforce, with its comprehensive ecosystem and cutting-edge tools, remains at the forefront of empowering developers to craft outstanding mobile experiences.… Read More »
In this blog, we will explore the process of how to seamlessly integrate Salesforce CPQ with Adobe Acrobat Sign. Prerequisites Before installing the Adobe Acrobat Sign for Salesforce package, it’s important to coordinate with the Acrobat Sign support team to ensure the following: To successfully install and utilize Adobe Acrobat Sign for Salesforce, consider the… Read More »
Is your sales team equipped to provide instant solutions to customers’ queries? If not, then your operations need a fast-paced and adaptive approach, just as the market demands. And the road to that journey begins with streamlining your sales and marketing processes. Now that we are talking about optimizing business operations, Acumatica — Salesforce integration… 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 GUMU enhanced Import Routine process wherein the user can solve the problem of “Required Parent Field” 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. A… 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 »
In this blog post, we’ll explore the concept of presenting/displaying nearby Salesforce Accounts using the user’s current location/position. We’ll guide you through the process of integrating a function enabling users to access Account details by simply clicking a “Current Location” button, leveraging geolocation capabilities. For example, while users are on the go, they can effortlessly… 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 »