Author Archives: Greytrix

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… 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 »

GUMU™ Feature: Improved Security Tree View with Smart Text Search

The latest enhancement to the GUMU™ Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching… Read More »

GUMU™ Feature: How can user Improve Financial Decision-Making with Real-Time AR Aging

We’re excited to unveil a powerful new addition to the GUMU™ integration Real-Time AR Aging crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the ERP Addresses and Fields tab on the Account object by pulling aging data directly from the AR_Customer entity in Sage 100. How to… Read More »

How to Combine Address Fields in Salesforce Using Flows & Formulas

Accurate and well-structured address data is crucial for businesses leveraging Salesforce to manage customer information. However, addresses are often stored in multiple fields such as Address Line 1, Address Line 2, and Address Line 3 making it challenging to display, export, or integrate this information effectively. Whether you’re generating reports, syncing data with external systems,… Read More »