In this blog, we will explore the process of how to seamlessly integrate Salesforce CPQ with Adobe Acrobat Sign. Prerequisites Before installing the Adobe Acrobat Sign for Salesforce package, it’s important to coordinate with the Acrobat Sign support team to ensure the following: To successfully install and utilize Adobe Acrobat Sign for Salesforce, consider the… Read More »
In this blog post, we will delve into the topic of how to master Pardot and using Automation Rules for Precise Record Filtering in it. The discussion will revolve around efficiently managing your Pardot records through the utilization of Automation Rules. Additionally, we will gain insights into establishing rules that automatically include records in specific… Read More »
Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »
In the blog we will be exploring the enhanced GUMU™ Import Routine process wherein the user can solve the problem of “Required Parent Field” error. Why does the error occur ? In our GUMU product, which facilitates the data integration between ERP systems and Salesforce, experiencing errors in the import process is a common occurrence.… Read More »
In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »
With this blog, we’ll look at how to use an email template with Apex Code. An email template is an HTML file that you use to build an email body. A good template will let you copy and paste content directly into the file. You can use the same template again and again & you… Read More »
This blog explains how to call a LWC component function from an Aura component when an Aura event takes place. To invoke an LWC function from an Aura component, follow these steps: The example below features a Lightning button labeled “Call LWC Function”. When clicked, it calls the LWC component function and displays the message: “LWC… Read More »
In this blog post, we will show you how you can automate updation of Last Sync Value which is available once you are through the process of installing the flow package and fulfilling its prerequisites. GUMU integration is a powerful tool that allows you to synchronize data between Salesforce and Sage ERP systems. However, if… Read More »
In this blog post, we will delve into the process of creating a dynamic list in Pardot. This involves automatically including prospect records in the newly created list when they meet specific criteria. Additionally, these dynamic lists undergo continuous updates in the background. As prospect records synchronize from Salesforce to Pardot, they effortlessly become part… Read More »
This blog post explains how to get the current record ID in the Lightning web component. The Record Id property is utilized on the Lightning record page, and it is set to the current record Id. We are using this property in a JavaScript class using a @api decorator, and we need to define recordId… Read More »
