How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment

By | September 4, 2018

In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning
Experience if you have been using GUMU™ and recently shifted to the same from Salesforce Classic.

Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience:

-> Go to Setup.

Salesforce Setup

Salesforce Setup

-> Click on Object Manager.

Object Manager

Object Manager

-> Click on Account and select page layout as shown in below image.

Page Layout

Page Layout

-> Select “Account Layout” button. See below image.

Layout Selection

Layout Selection

-> Select Promote Customer and ERP Customer Details Button and drag it to “Salesforce mobile and lightning Experience” section.

Add Button

Add Button

-> Click on “Save” button. This way user can add a Promote Customer button and ERP Customer Details on Lightning Account Page.

Lightning Account page

Lightning Account page

About Us
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 salesforce@greytrix.com. We will be glad to assist you.

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