This blog explores a key feature of GUMU™ Integration within the Lightning interface: Enhancing data security through the ‘Restrict and Grant Field Access’ feature on the Sales Order screen. This feature empowers users to set default values for the product line and control field visibility based on specific Users and Profiles, ensuring that only authorized individuals can access certain data.
Configure Restrict and Grant Field Access
We’ll walk through the steps to implement the Restrict and Grant Field Access feature, ensuring better security for your data:
- Log in to Salesforce org. Navigate to Setup and search for the Custom Settings.
- Click Manage next to ERP Configuration, then click Edit beside your chosen ERP.
- Click the “Enable Quick Line Entry” checkbox.
- Click on the “Sales Order” tab where you can either create a new Sales Order or view an existing record promoted as a Sales Order to Sage X3 ERP. Promote Sales Order from SF to Sage X3 ERP through GUMU™ using Salesforce Lightning Components
- Next, go to the Order Lines tab and click on Settings to configure the Restrict and Grant Field Access feature.
- If a Profile is selected along with the Product Description field, and the Toggle button is set to “Not Visible” for the System Administrator, the System Administrator will no longer be able to view the Product Description field in the Quick Line Entry and configure the Restrict and Grant Field Access feature.
- Similarly, if a user is selected and the Product Description field is chosen, clicking the Toggle button to set it as not visible for that specific User will prevent them from seeing the Product Description field on the Quick Line Entry.
Default Value:
- To implement and configure the Restrict and Grant Field Access feature, make sure a Profile is selected and the Quantity field is chosen, entering a value of 3 in the Default Value section will set the default quantity to 3.
- When the user clicks on “Add Row” in the Quick Line Entry (QLE), the Quantity field is automatically populated with a default value of 3, thus the configuration of the Restrict and Grant Field Access feature comes into play.
- Similarly, if a user is selected and the Quantity field is chosen, the specified user will have the default value set to 3, which will be visible in the Quick Line Entry (QLE).
The same steps can be applied to Users as well.
By following the above blog instructions, you will be able to “How to enhance your Data Security: Master GUMU’s ‘Restrict and Grant Field Access’ on the Sales Order screen”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about the 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 get in touch with 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 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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- GUMU™ – New Quick Line Entry – Salesforce-Sage 100 ERP Integration
- GUMU™ Feature: Quick Product Search (QPS) on Order Line Items in Salesforce
- Promote Sales Order from SF to Sage 100 ERP through GUMU™ using Salesforce Lightning Components
- Bulk Order Promotion from Salesforce – Sage 100 ERP using GUMU™ lightning version
