Separate business management systems can cause confusion within your organization. Teams spend more time searching for data than on their core work, and customer experience deteriorates due to the lack of seamless data flow. The integration of two systems, i.e., Salesforce CRM and the Shopify platform, merges information from both. Everything, including orders, stock levels,… Read More »
Salesforce Lookup Filters are a powerful configuration feature that helps administrators and developers control which records users can select in lookup fields. When implemented correctly, lookup filters improve data quality, enforce business rules, and streamline user workflows. However, when lookup filters are misconfigured or removed incorrectly they can introduce confusing system errors that are difficult… Read More »
As a Salesforce user, you may not always want to import all data from your Sage 100 system into Salesforce. In many scenarios, only records created within a specific time period such as Customers created between June and October 2025 are required. GUMU makes this easy by allowing you to apply date range filters during… Read More »
E-commerce is evolving fast — and with it, business needs are changing too. Multiple store outlets, countless customer touchpoints, and an ever-growing web of systems managing everything are a necessity. You run marketing campaigns on Salesforce while orders flood into Shopify. Data exists in different places, requiring the operations team to reconcile everything, including inventory… Read More »
Make Your Salesforce Record Pages Smarter, Faster, and Cleaner Salesforce Dynamic Forms are one of the most powerful Lightning features for enhancing user experience on record pages. With Dynamic Forms now supported on standard objects such as Account and Opportunity, Salesforce Admins can finally build cleaner layouts, reduce clutter, improve page performance, and display the… Read More »
Salesforce CRM is a powerful platform for managing customer relationships, sales processes, and business workflows. However, maintaining accurate and seamless data synchronization between Salesforce and integrated systems such as external databases, third-party apps, or multiple Salesforce orgs can often be challenging. Integration configuration errors, API failures, or networking problems can easily lead to data mismatches… Read More »
Email engagement is one of the most powerful indicators of buyer interest. Salesforce’s built-in email tracking makes this process effortless by recording when an email is opened, how many times it was viewed, and the first and last open timestamps. With the right configuration, this data helps sales and marketing teams understand prospect behavior, prioritize… Read More »
In Lightning Web Components (LWC), components often need to exchange data or trigger actions within the component hierarchy. While child-to-parent communication depends on Custom Events, parent-to-child communication is far more straightforward. It enables the parent component to pass data, control behavior, or invoke methods directly inside the child component. This interaction is essential when the… Read More »
Screen Flows in Salesforce help create guided, interactive user experiences. One of their most powerful capabilities is Conditional Visibility, which allows screens to dynamically adjust in real time based on user input. This feature ensures users see only the fields relevant to them – making flows cleaner, smarter, and more intuitive. In this blog, we’ll… Read More »
Approval Processes in Salesforce are essential for managing purchase requests, expenses, contracts, and other business approvals in a controlled and trackable way. However, Salesforce doesn’t provide a simple “Submit for Approval” button out of the box for custom objects unless additional automation is used. By combining an Autolaunched Flow with a Salesforce Approval Process, we… Read More »
