Salesforce.com-Tips and Tricks
In this blog we shall outline the new feature enhancement for the Security Matrix UI. The Enhanced Security Matrix provides better access control at both the Administrator and User levels, featuring two distinct components: Security Level Profiles and User Levels. Purpose of Enhanced Security Matrix Previously, accessing different security levels (Profiles and Users) in the… Read More »
The world knows the unmatched capabilities of Salesforce as a CRM platform. And to further enhance it, an ERP system is the best integration choice for businesses. Integrating an ERP system with Salesforce CRM is like having the best of both worlds – streamlined workflows, optimized financial processes, better decision-making, and improved customer relationships, everything… Read More »
Salesforce Pardot has been renamed to “Account Engagement” in Salesforce Lightning. To access Account Engagement with user licenses under the “Identity” category, specific permissions need to be assigned. Users with an Identity profile can now access Account Engagement in Salesforce. Account Engagement (Pardot) is Salesforce’s marketing automation tool designed to help businesses track and engage… Read More »
In this blog, we will explore how to import data from Sage 300 ERP to Salesforce using the Last Sync Field and Last Sync Value features. GUMU™ for Salesforce is a real-time, bi-directional integration that allows users to sync data between Salesforce and Sage ERP seamlessly. To import data from Sage 300 ERP to Salesforce… Read More »
In this blog, we’ll discuss the new feature, Quick Product Search (QPS) on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A Quick Product Search (QPS) on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »
A key challenge when integrating Salesforce with Sage is managing Product Line Descriptions meet character limits. Salesforce allows descriptions up to 255 characters, while Sage restricts them to 60 characters, causing truncation and potentially losing important information when promoting quotes or orders in Sage. To prevent this, a validation rule in Salesforce is needed to… Read More »
Are you on a transformative journey with Salesforce? Why not make it more seamless with a professional Salesforce consulting partner? Well, a seasoned Salesforce consultant can provide you with the right guidance for your Salesforce journey. In addition, they are also specialized in setting up and implementing the Salesforce system according to your business’s unique… Read More »
In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system. Real-time… Read More »
In this blog, we will delve into the steps required to abort all existing background Apex Jobs within the Entity Mapping/Import module in Salesforce. The blog will cover: What Apex Jobs are and their role within Salesforce? Apex Jobs are asynchronous processes that run in the background in Salesforce. These jobs allow for tasks that… Read More »
In this blog, we will be discussing the benefits of using the “Sync Type” in Entity Mapping/Import based on Sync Type Import routine to streamline data management processes and improve overall workflow. The Entity Mapping/Import module has been upgraded to clearly differentiate between Default Import routines provided by the GUMU™ package and Custom Import routines created… Read More »