For checking the flexibility that the GUMU™ Integration provides and to help you truly explore the meaning of the power of flexibility to customize the display of columns using Salesforce. In this blog, we shall help you change the fieldset on Link and Unlink Accounts page. You can add/remove columns in the grid and also set the order of the columns displayed.
Following are the steps-
-> Go to Setup.
-> Type Account in the Quick Find box.
-> Under Accounts, click on Field Sets.
-> Click on Edit link next to “Link Customer FS”.
-> You can add/ remove columns by dragging the fields from the above panel.
-> You can set the order of the column by just moving the fields up and down. For your reference, below is the screenshot-
-> Once done just hit “Save” and the updated fields shall be visible on the Page.
Please Note: The column name “Account Name”, “ERP Customer”, “ERP Customer Name” and action field “Clear” are fixed on the page. And the columns added using the functionality described above will add those columns between “Account Name” & “ERP Customer”.
Also, you can follow the same steps for adding/removing columns in Unlink Accounts module by clicking on Edit link next to “Unlink Customer FS” under Account – Fieldsets.
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at [email protected]. We will be glad to assist you.