Author Archives: greysalesforce

Duplicate Data Management in Salesforce

We all are aware of the need of clean and accurate data for any organization and how these duplicates make our life hell, no matter which industry or vertical we belong to. Take an example, you are looking for a specific record and you browsed to the respective tab, say, employees. When you filter the view,… Read More »

We’re Exhibiting!! Sage Connect – 2016

We are looking forward to exhibiting at the Sage Connect – 2016 at Technology Park, Sydney Australia on 18th and 19th Feb 2016. Greytrix takes this as an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce… Read More »

Allow/Restrict Salesforce user access to ERP data with GUMU™ Security Matrix

With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU integration allows you to give access rights to various GUMU features like Administration, promote customer, sales order and Real-time customer details. It will affect to individual user or the Profile users. Use below steps… Read More »

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award-winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM  which are built on robust GUMU™… Read More »

Sage Financials: A Boon for Small Business

In the last two decades, we have seen a substantial change in Technology and the way businesses use various technologies to grow and function smoothly. Both SME and Large business organizations have welcomed the changes in technologies and work style so as to cope up with Industry trends and Market growth. Read more: Sage Financials Technical… Read More »

Planning Your Sales Data Model in Salesforce

Everyone working as a consultant to the sales and marketing side of the business, the most frequent point of discussion always remains “clean CRM data”. As being part of these discussions many times we think of sharing our inputs to others to share some thoughts and concepts that have worked best for us. Is the “Sales” data… Read More »

Custom Settings in Salesforce – Part 2

In one of our previous blogs, we discussed regarding Custom Settings in Salesforce. This blog describes the implementation of custom settings. Let’s take a simple example for Custom Setting – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Create simple VF page for Custom Setting : Now see in Force.com :  Insert records in… Read More »