In this blog post will walk you through the process of effortlessly downloading (Download Records as Zip File) connected records for all attachments with just one click. Utilizing a Headless Quick Action approach enables you to easily download records related file and all linked attachments as a zip file. To achieve this, we will be… Read More »
In this blog post will cover the process of creating a custom button on Formstack for Salesforce forms, through the incorporation of custom JavaScript code. Users can generate a unique button on the form, streamlining the submission of data into Salesforce. Note : Formstack package should be installed in your org. Step to create custom… Read More »
In this blog, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… Read More »
In this blog post, we will explore the topic of sending/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send… Read More »
This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU™ Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU™ integration bestows them with comparable control over integration access.… Read More »
In this blog, we will discuss How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365. Salesforce Maps advanced route calendar shows important things like events in Salesforce, suggested places to visit from Maps Advanced, dates you plan to travel, and days when you don’t work. Note : Ensure that the “Salesforce Map”… Read More »
In this blog post, we will discuss the process of the IIS Default Configurations for Sage 100 SData. Steps to Set the IIS Default Configurations -> Localhost Settings Navigate to IIS (Internet Information Services). Navigate to the localhost and click on Authentication. Localhost Setup Click edit against the anonymous authentication and set user as an… Read More »
In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning… Read More »
In this blog we will discuss how to Bulk Account Promotion works from Salesforce to Sage Intacct system. We have added new functionality to Promote multiple Customers/Accounts in Bulk from Salesforce to Sage Intacct ERP system. Before we proceed further, we first have to save the details of customer before Promotion. You can refer to… Read More »
In this blog, we are going to discuss about “How to Setup Demo CPQ Org In Salesforce”, In this blog we will cover the process of creating Demo CPQ org in salesforce. CPQ stands for Configure, Price, Quote is software by salesforce sales tools that helps sales reps to create quote price configurations, quantities, discounts… Read More »