Users often encounter a common challenge when importing PricebookEntryStd entity, namely the “Required Fields are Missing Pricebook2Id” error. In this blog post, we will explore the reasons behind this error and offer a solution that involves addressing it by checking a checkbox named “Is Standard PB.” Before we dive into the solution, let’s first understand… Read More »
This blog aims to provide a solution to fix the Null list index error on the Real-Time Inquiry screen’s Back button of a particular Customer’s Sales Order Inquiry. Steps to adhere to fix the null list index error Log in to your Salesforce Org. Access the App Launcher and choose GUMU™ Integration from the App… Read More »
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, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… 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 »
This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU™ Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU™ integration bestows them with comparable control over integration access.… Read More »
In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning… Read More »
In this blog we will discuss how to Bulk Account Promotion works from Salesforce to Sage Intacct system. We have added new functionality to Promote multiple Customers/Accounts in Bulk from Salesforce to Sage Intacct ERP system. Before we proceed further, we first have to save the details of customer before Promotion. You can refer to… Read More »
In this blog, we are going to discuss about “How to Setup Demo CPQ Org In Salesforce”, In this blog we will cover the process of creating Demo CPQ org in salesforce. CPQ stands for Configure, Price, Quote is software by salesforce sales tools that helps sales reps to create quote price configurations, quantities, discounts… Read More »
In this blog, we will discuss how as a Administrator you can set “Exception to SF User for Excluding them through MFA Authentication in Salesforce”. In Salesforce, it is generally recommended to have multi-factor authentication (MFA) enabled for all users to provide an additional layer of security to the login process. However, there may be… Read More »