Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage X3

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry screen Note ORDDAT=2 sorts orders by Order Date in descending order. Use… Read More »

Smart Ways to Debug Salesforce Flows with Asynchronous Apex methods

Debug Salesforce Flows with Asynchronous Apex is an essential skill for Salesforce admins and developers. While debugging standard Flows is usually straightforward—until asynchronous Apex enters the picture. When you debug Salesforce Flows with Asynchronous Apex (such as Queueable, @future, or Batch classes), execution shifts to the Apex job queue. This blog will guide you through… Read More »

How to Implement Fault Paths in Salesforce Screen Flow

Salesforce Screen Flows are a powerful automation tool — but what happens when something goes wrong mid-flow? That’s where Fault Paths come into play. In this blog, we’ll guide you step-by-step through implementing fault paths in a Salesforce Screen Flow, enabling you to display custom error messages, optionally log those errors, and ensure a better… Read More »

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage 100

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry Screen Account Screen Sales Order Real Time Screen Note For Sage 100,… Read More »

How to Rename Object, Tab, and Field Labels in Salesforce

Salesforce offers a highly customizable interface and one of the easiest ways to improve user adoption is by renaming standard object, tab, and field labels to reflect your business language. Whether you’re transitioning from another CRM or tailoring Salesforce to specific departments (e.g., Sales, Legal, Healthcare), updating labels can make users feel right at home.… Read More »

Create Salesforce Records with Predefined Fields Using Custom Buttons

In Salesforce, required fields serve a critical role in maintaining data quality and enforcing business rules. But what happens when users don’t want to see or interact with those required fields on the page layout? Fortunately, Salesforce provides a clever workaround using custom URL buttons or links. With this approach, you can bypass the manual… Read More »

Automating Integration Monitoring with Daily Statistics Emails in Salesforce using  GUMU™ Integration

In today’s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That’s where the Daily Integration Statistics Email functionality comes in—a smart enhancement that automates reporting while keeping key stakeholders informed. What Is the Daily Integration Statistics Email Feature? This feature is designed to automatically send daily integration… Read More »

How can the Oil and Gas Industry be Transformed by Salesforce?

The Oil and Gas sector has long been defined by complexity – remote operations, fragmented systems, regulatory pressures, and fluctuating demand. In such a dynamic environment, staying competitive means moving beyond outdated tools and embracing smarter, more connected systems. That’s exactly where Salesforce comes in. Salesforce offers oil and gas businesses a unified platform that… Read More »

Salesforce CTI Implementation: Dynamic Call Routing & Custom Record Management

In a world where every customer call counts, the ability to instantly route inquiries to the right person can make or break your service experience. That’s why we engineered a tailored Salesforce CTI (Computer Telephony Integration) solution that goes beyond standard telephony — blending intelligent call routing, dynamic task assignment, and permission-based record access into… Read More »