Author Archives: Greytrix

How to Rename Object, Tab, and Field Labels in Salesforce

Salesforce offers a highly customizable interface and one of the easiest ways to improve user adoption is by renaming standard object, tab, and field labels to reflect your business language. Whether you’re transitioning from another CRM or tailoring Salesforce to specific departments (e.g., Sales, Legal, Healthcare), updating labels can make users feel right at home.… Read More »

Create Salesforce Records with Predefined Fields Using Custom Buttons

In Salesforce, required fields serve a critical role in maintaining data quality and enforcing business rules. But what happens when users don’t want to see or interact with those required fields on the page layout? Fortunately, Salesforce provides a clever workaround using custom URL buttons or links. With this approach, you can bypass the manual… Read More »

Automating Integration Monitoring with Daily Statistics Emails in Salesforce using  GUMU™ Integration

In today’s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That’s where the Daily Integration Statistics Email functionality comes in—a smart enhancement that automates reporting while keeping key stakeholders informed. What Is the Daily Integration Statistics Email Feature? This feature is designed to automatically send daily integration… Read More »

Salesforce CTI Implementation: Dynamic Call Routing & Custom Record Management

In a world where every customer call counts, the ability to instantly route inquiries to the right person can make or break your service experience. That’s why we engineered a tailored Salesforce CTI (Computer Telephony Integration) solution that goes beyond standard telephony — blending intelligent call routing, dynamic task assignment, and permission-based record access into… Read More »

Introducing Quick Line Entry for Quotes in Salesforce Using GUMU™ Integration

Discover the new Quick Line Entry feature for Quotes in Salesforce, now available through GUMU™ integration for Sage X3, Sage 100, and Sage 300 Cloud ERP. This powerful addition enables users to effortlessly add multiple products to a Quote in one go, streamlining the process, enhancing user experience, and ensuring data consistency across Salesforce and… Read More »

Streamlining Order Promotion in Salesforce: GUMU™ Now Supports Direct Promotion from Standard Order Page

As part of our mission to simplify ERP integrations and enhance user workflows, we’re excited to introduce a powerful new upgrade to the GUMU™ Salesforce integration:Order Promotion is now available directly on the standard Salesforce Order record page fully compatible with all supported ERPs. What’s New ? Previously, promoting a Sales Order required users to… Read More »