Salesforce Maps for Sales Cloud offers geographical insights for your data, enhancing sales territory management, field service scheduling, and event planning. Widely used across various markets like real estate, inventory, and service sectors, Salesforce Maps for Sales Cloud integrates seamlessly with Salesforce CRM. In this blog, we’ll explore how Salesforce Maps for Sales Cloud helps… Read More »
There is a long-standing debate between Flows vs. Apex Triggers when it comes to Salesforce automation, but the answer is not straightforward. Both approaches can fulfill business requirements, though some scenarios necessitate the use of code. The challenge arises in complex cases where a Consultant or Architect must determine whether a flow or trigger is… Read More »
Sage 100 is a comprehensive business management software solution that offers powerful inventory and pricing management tools. And you can Master UOM conversions in Sage 100 with GUMU integration for seamless and efficient inventory management. Simplify unit of measure conversions and enhance your ERP system’s functionality. One of the essential concepts within Sage 100 is… Read More »
In this blog, we will discuss one of the key features (view Promoted Accounts) of GUMU™ Integration using the new Lightning interface. This feature allows you to view existing Promoted Salesforce “Accounts” as “Customers” in the Sage Intacct ERP. View Promoted Accounts To use this feature and synchronize data with Sage Intacct, follow these steps:… Read More »
In this blog post, we will guide you through the steps to resolve the Xena Flag issue encountered while promoting the Customer with a shipping address from Salesforce to the Sage X3 ERP system. Generally this error occurs while attempting to promote a Customer with the shipping address from Salesforce to the Sage X3 ERP… Read More »
In this blog, we will guide you through the process of setting up volume based discount pricing for Sales Order products in Sage 300C and manage pricing structures when adding products to transactional records. Previously, GUMU™ Integration (for Sage 300c) only supported standard pricing. This is since Sage hasn’t released a webservice for consuimg and… Read More »
In this blog post, we will explore the process of how to identify duplicate records using the Salesforce reports. By generating a Salesforce report, users can efficiently pinpoint duplicate records within their Salesforce database. This approach helps in maintaining data accuracy and streamlining data management processes. Resolving duplicates enhances data quality and optimizes efficiency in… Read More »
In this blog post, we will delve into the process of seamlessly promote Orders from Salesforce to Acumatica through the powerful GUMU™ Integration. Discover how this integration empowers businesses to effortlessly synchronize and promote Orders from Salesforce to Acumatica, optimizing workflows and boosting operational efficiency. Promote Orders from Salesforce to Acumatica Acumatica Setup Note To… Read More »
Greytrix is excited to introduce a new feature – Custom Log Retention. In the dynamic landscape of technology, adaptability and customization are key pillars for any software product. Understanding this necessity, we at Greytrix are excited to introduce a new feature in our GUMU™ product that empowers users with greater control over their data management:… Read More »
In this blog post we will delve into setting up Engagement Studio Programs within Account Engagement in Pardot. It will explore the process involved in creating an engagement program, which includes various action steps such as sending emails or updating prospect information fields. When initiating a new program, essential details are filled in, and at… Read More »