Bulk Activating Products in Salesforce through GUMU™ Import Routine

By | November 25, 2020

In this blog, we will discuss how to Bulk Active all the Products in Salesforce.

If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which user can automatically activate all products in Salesforce using the in-build import routine feature.

Below are the steps that need to be performed to keep every product Active in Salesforce automatically through import routine: –

  • Go to “App Launcher
  • Search for “GUMU Setting” and click on it.
  • Click on “Entity Mapping/Import

Modifying Import Routines

  • Open the “Product” import routine as displayed below the image.
Product Import Routine
Product Import Routine
  • Once the user opens the Product import routine, go to the “Details” tab. And click on the “Edit” button to add new mapping as shown below image.
Mapping of Product
Mapping of Product
  • As a result,They will find the Target field label as “Active” which should be always kept as “True”.
  • Using this the Product that will import/update through the import routine, howeverwill be mark as “Active” for use in Salesforce. Finally, click on the “Save” button. (Refer to the below image)
Add Active checkbox
Add Active checkbox
  • When the user has saved the changes, they need to click on the “Sync” button. This is an on-demand/manual request to import new/updated products from Sage to Salesforce.
  • User can go to the “Log” section and click on the “Refresh” button to check the logs. The logs generated will state “Job Started” & “Job Finished” successfully.
Import Log Section
Import Log Section
  • Once the sync successfully runs. The Product import routine, will automatically keep All the Product Statuses as “Active”. This will make sure that the product can be used in Salesforce (For more clarification refers to the below image).
Bulk Activated Product
Bulk Activated Product

By following the above steps user can bulk activate all the Products in Salesforce with the help of the import routine.

We hope that using the details mentioned in the blog, you can successfully activate the Products in Salesforce. If you still have queries or any related problem, don’t hesitate to contact us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner, 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 and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom App development and Technical Support to business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated 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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