Briefcase Builder is a Salesforce tool that allows admins to define exactly which records a user needs to view or update offline. These records are packaged into a “briefcase,” synced to the Salesforce mobile app, and made available whenever internet access is unavailable. It lets admins choose: Think of it as a secure and efficient… Read More »
In Lightning Web Components (LWC), components often need to communicate with each other. While parent-to-child communication is straightforward, child-to-parent communication works through Custom Events. This approach is essential when a child component needs to send data or trigger logic in the parent. What is Child-to-Parent Communication? It allows a child LWC to: ● Send data… Read More »
In today’s multi-admin Salesforce environments, visibility is crucial. A single unnoticed configuration update such as a modified field, updated flow, or permission change can break automations, disrupt integrations, and even create security gaps. This makes real-time monitoring not just a best practice, but a necessity for maintaining stability, compliance, and operational trust. The good news… Read More »
How to Import Non-Inventory / Temporary (Product) Items Smoothly into Salesforce When integrating Sage 100 with Salesforce, handling item codes that start with an asterisk (*) can be challenging. These “*products” behave differently from standard inventory items and often cause import failures for Order or Quote Line records during integration. This blog explains why this… Read More »
Integrating Salesforce with Meta’s Messaging APIs (WhatsApp, Messenger, and Instagram DM) requires setting up a webhook to receive real-time inbound messages, delivery updates, and event notifications. While building a webhook endpoint in Salesforce is generally straightforward, additional considerations arise when your Salesforce org uses a namespace, especially in managed package or ISV environments. This blog… Read More »
Integrations between Salesforce and Sage Intacct rely heavily on accurate and consistent Location data across Accounts, Orders, Opportunities, Quotes, and all related line items. When Salesforce sends records with incorrect or mismatched Location values, Sage Intacct may be unable to determine the correct LocationID and Parent Entity, causing the promotion process to fail. One of… Read More »
If you’re leading a food and beverage business today, you don’t need anyone to tell you how quickly things are changing. One day, you’re making a perfect recipe, the next, you’re navigating the dynamic supply chain fluctuations and figuring out what your customers really expect and want from you. It’s a vibrant yet chaotic industry… Read More »
In today’s fast-moving oil and gas industry, operational efficiency can make or break success. As the sector evolves, leading O&G businesses are realizing that field service automation isn’t just a nice-to-have — it’s essential. From optimizing productivity to delivering better customer experiences, automation powered by Salesforce CRM for Oil & Gas is helping companies work… Read More »
In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »
In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »
