Author Archives: Greytrix

Salesforce Sales Cloud’s Territory Management

Salesforce Sales Cloud’s Territory Management enables businesses to create and manage territory models based on geographic locations or industry-specific criteria. This feature allows companies to efficiently assign accounts, opportunities, cases, and leads to the appropriate teams, optimizing resource allocation. Additionally, it facilitates seamless connections between territory models and account, lead, and user assignments while providing… Read More »

Effortlessly Customize Lightning Combo-box Labels in Salesforce LWC

The Lightning Combo-box is a widely used standard component in Salesforce LWC that provides a clean and user-friendly dropdown interface. However, there might be scenarios where you need to customize the appearance of its label to align perfectly with your UI design requirements. Why Customize Lightning Combo-box Label? In this blog, we’ll walk through the… Read More »

Salesforce Customization Empowers Your Business: Effectively Integrating ERP

How Salesforce Customization Empowers Your Business and helps in managing product configurations and pricing which has become challenging when data is spread across multiple systems. Salesforce offers powerful customization options, enabling businesses to create tailored solutions for seamless data flow into ERP systems. By leveraging these capabilities, organizations can optimize product configurations, streamline ERP integration,… Read More »

Creating Dynamic Agreement Templates in Adobe Acrobat Sign for Salesforce with Screen Flows

In this blog, we will discuss creating Agreement Templates in Adobe Acrobat Sign using a Screen Flow. By creating a Salesforce screen flow, users can easily select and send agreements to customers, choosing templates without the need for multiple buttons for each template. Note Ensure the ‘Adobe Acrobat Sign’ package is installed and configured in… Read More »

Effortlessly Import Sync with GUMU’s new “Create Integration Stats” Checkbox in the Entity Mapping Header

In this blog post, we’ll explore a new GUMU enhancement that introduces a “Create Integration Stats” checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. Since these records are generated as part of the sync process,… Read More »

GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »

Optimizing Log Management: Automating Deletion of Logs, Import Job Logs, and Integration Statistics

In a previous blog, we explored how GUMU™ simplifies log management. In this blog, we dive deeper into the enhanced features of automating deletion of log records, exploring practical implementation strategies, and providing insights on maximizing its benefits for the organization. This new functionality will provide users with the ability to delete Import_Jobs__c and Integration_Statistics__c… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Sage 300C integration

In this blog, we’ll discuss the new feature, Quick Product Search on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A QPS or Quick Product Search on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »