The financial technology (fintech) space is one of the fastest-moving industries today. Customers expect seamless digital experiences, regulators demand transparency, and competition is only a click away. So, how can a fintech firm keep up while also building trust and long-term relationships? The answer often lies in adopting a robust Customer Relationship Management (CRM) platform… Read More »
In today’s competitive market, capturing and managing leads efficiently is critical for sales success. Salesforce makes this process seamless with its Web-to-Lead feature, which automatically generates leads from your website and feeds them directly into your CRM. Whether you’re running a marketing campaign or simply want to ensure no customer inquiry is lost, Web-to-Lead is… Read More »
Effective lead management is the foundation of any successful sales process. Salesforce provides robust tools to customize lead creation, assignment, validation, and capture so that your sales teams can focus on converting prospects into customers. In this blog, we’ll walk through how to configure default lead settings, enforce data quality, and set up Web-to-Lead forms… Read More »
When integrating Salesforce with Sage 100 ERP using the GUMU™ Integration, users may sometimes face an issue during the import routine preview when a date filter (Last Sync Field – DateUpdated) is applied. Instead of showing the required Sage 100 records, the system only displays the total record count. Date Updated Filter This happens due… Read More »
Batch Apex is one of the most powerful tools in Salesforce for handling large volumes of data asynchronously. It allows developers to process millions of records efficiently without hitting governor limits. However, with great power comes great responsibility and one of the most common pitfalls when working with batch jobs is recursive batch execution. In… Read More »
In today’s fast-paced digital landscape, businesses are always seeking smarter ways to connect with their customers. WhatsApp has emerged as one of the most preferred communication channels offering speed, convenience, and a personal touch. Pairing WhatsApp with a powerful CRM like Salesforce creates a seamless ecosystem where customer engagement becomes faster, smarter, and more meaningful.… Read More »
Embedding web pages inside an iframe is a common technique used to display dashboards, third-party applications, or custom content within Salesforce. While this approach enhances user experience by bringing everything together on a single screen, many developers and admins often face a frustrating issue: the iframe content doesn’t load. In most cases, this happens because… Read More »
Cross-Site Scripting (XSS) is one of the most common security vulnerabilities in web applications. It occurs when malicious scripts are injected into web pages, potentially leading to data theft, session hijacking, or unwanted UI manipulation. While Salesforce provides strong, built-in protection against such attacks, developers must also adopt secure coding practices when working with Lightning… Read More »
Let’s be honest: healthcare in 2025 looks nothing like it did a decade ago. Data pours in from every corner – patient wearables, insurance portals, telemedicine, and home health devices – and every clinician, administrator, and patient expect everything to “just work”. It’s no secret that technology is reshaping healthcare like never before. From personalized… Read More »
After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps. This process ensures that users can seamlessly access GUMU™ components such as… Read More »
