In this blog post, we will explore the process of how to identify duplicate records using the Salesforce reports. By generating a Salesforce report, users can efficiently pinpoint duplicate records within their Salesforce database. This approach helps in maintaining data accuracy and streamlining data management processes. Resolving duplicates enhances data quality and optimizes efficiency in… Read More »
In the world of CRM, Salesforce needs no introduction! Such is its significance that more and more businesses are implementing Salesforce into their business environment. And it wouldn’t be wrong to say that Salesforce has become a brand every business knows about. But do they know about Salesforce as a CRM technology? On top of… Read More »
In this blog post, we will delve into the process of seamlessly promote Orders from Salesforce to Acumatica through the powerful GUMU™ Integration. Discover how this integration empowers businesses to effortlessly synchronize and promote Orders from Salesforce to Acumatica, optimizing workflows and boosting operational efficiency. Promote Orders from Salesforce to Acumatica Acumatica Setup Note To… 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 »
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 »
Discover how businesses can seamlessly Promote Accounts from Salesforce to Acumatica using GUMU™ configuration. Explore the efficiency of the ‘Send Dunning Letters by Email’ feature and grasp the importance of Customer Class in the account promotion process. Introducing Acumatica’s ‘Send Dunning Letters by Email’ feature with GUMU™ Configuration A dunning email is a message sent… Read More »
In today’s fast-paced business environment, integrating Salesforce CRM and Acumatica is crucial for streamlining operations and maximizing efficiency. GUMU™ stands at the forefront of this integration, offering a seamless flow of data and functionalities between the two platforms. In this blog, we’ll delve into the core features of GUMU’s integration and explore how they enhance… Read More »
Businesses aim to cultivate a loyal customer base with lasting impressions, while customers seek exceptional experiences to meet their specific needs. Who can best bridge this gap? Salesforce stands out as the premier CRM platform for managing customer relations and streamlining workflows for businesses of all sizes. With Salesforce, meeting the evolving needs of both… Read More »
In this blog post, we will be focusing on how to import Product Options in Salesforce from Sage 300C ERP. Relationships play a crucial role in preserving data integrity by linking associated records and facilitating streamlined data access and retrieval. Note: Entity Setting, Entity mapping / Import, should be created for Product, Features, and Product… 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 »