In this blog, we will be discussing the benefits of using the “Segregation based on Type of Import routine” to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU™ integration for bringing in the data from Sage system.
Segregation based on Type of Import routine
Users can utilize this feature to classify the list of import mappings by employing the newly introduced “Type” field. To implement this, kindly adhere to the following steps:
- Log in to Salesforce Org
- Navigate to App Launcher and select GUMU Setting from App List.
- Click on Entity Mapping/Import.
- Select the Integration from the list of Integration.
- As you can see in the above screen by default the type field is selected as “All” which is containing all import routines. This new field value will allow user to do segregation based on Type of Import routine.
- If the users desires to choose a specific type, they can make a selection from the list of available types, as depicted in the figure below.
If users wants to update the type of any import routine, then they just need to click on the edit button against that particular entity import mapping. This change helps user understand the data segregation based on Type of Import routine.
Users can also update the type from the list.
By following the above blog instructions, you will be able to learn how to “Segregate import routine based on Type“. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and 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 X3, 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.
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.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
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