In continuation to our previous blog, we have introduced Updated PDF Format to the feature wherein the Salesforce user can download the Sage Customer Transaction in PDF file while in the field and attending the customers need. We have further enhanced the functionality and now created the PDF that appear in the specific Sage format.… Read More »
Let’s discuss about Creation of a Sandbox Template in Salesforce. This blog post will cover the process of creating a Sandbox Template in Salesforce. The purpose of this template is to facilitate the creation of Partial Copy Sandbox and Full Copy Sandbox. Create a Sandbox Template Sandboxes Sandbox Template New Sandbox Template Details Created Template… Read More »
In this blog, we will discuss how to link accounts from existing salesforce Org with Sage ERP Customers through GUMU™ with help of this blog the user can easily sort or get Customers related to it by matching data using Customer numbers or Customer codes. Earlier, if the user wants to assign an ERP Customer… Read More »
In this blog will show you how to How to Create Custom field in Salesforce using postman REST API. For this blog we take Opportunity object as reference. Firstly, you have to create connected app in Salesforce. Now let’s See How to Create Custom field in Salesforce using postman REST API. Before start take note… Read More »
In this blog we will discuss how to set default address code in Configuration settings for Sage X3 in Salesforce using GUMU™. But prior to that we would like you to also go through the details of how you can promote the Shipping Address as a default shipping address. Default Address Code Below are the… Read More »
In this blog, we are going to discuss the “Use Of Fault Connector in Flow Builder” in Salesforce flows. But let us first understand what is a flow. In Salesforce, a flow is a tool that automates complex business processes. Simply put, it collects data and then does something with that data. Flow Builder is the… Read More »
It was very tedious apex code to get the List of Apex classes with specific Implementation class. Now Salesforce team is providing the “ApexTypeImplementor” feature. Really, we were waiting eagerly for this feature to arrive and From Spring 23 this feature will be generally available. ApexTypeImplementor Usage Below is a sample code to retrieve the… Read More »
In this blog, we will discuss how a user can Promote AR-Invoice to various ledger accounts using Distribution Code from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration from Salesforce Classic Version. Before we start with the process let’s discuss Distribution Code in General:- About Distribution Codes: A distribution code is a name for… Read More »
In this blog, we will discuss “How to Create and Set up demo Pardot org in Salesforce”, Pardot is a software as a service (SaaS) marketing automation platform by SalesForce offering email automation, targeted email campaigns and lead management for B2B sales and marketing organizations. Pardot automates common marketing tasks, including : Tracking customer behaviors. Creating digital… Read More »
In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »
