Gone are the days of businesses manually managing their data, customers, and finances in cumbersome files. With technology taking over the world, businesses are also embracing a more efficient approach to operating through automation. And that’s where the robust integration solutions come into the picture!Sage Intacct and Salesforce integration is one such solution meticulously designed… 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 »
In this blog post, we will delve into the topic of how to master Pardot and using Automation Rules for Precise Record Filtering in it. The discussion will revolve around efficiently managing your Pardot records through the utilization of Automation Rules. Additionally, we will gain insights into establishing rules that automatically include records in specific… 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 will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part… 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 »
In this blog post, we will explore the procedure to reset field values of repeatable sections within Formstack for Salesforce forms. By integrating custom JavaScript code, users gain the capability to erase field values within the repeatable sections of Formstack for Salesforce forms. When crafting a form and choosing the ‘Repeating’ option while incorporating a… Read More »