Salesforce is the leading CRM solution worldwide, empowering businesses to exceed customer expectations and enhance their sales, service, and marketing efforts. This cutting-edge cloud-based software is revolutionizing how businesses interact with customers. Whether you want to tailor Salesforce to meet your business-specific needs or improve your current CRM approach, Greytrix is the best bet for… Read More »
AI and automation are taking the business world by storm! If you, too, are looking to give your business a full-blown digital transformation, you ought to get the best hands at work. And for Sage Intacct Salesforce Integration, no one does it like GUMU™! Greytrix presents unmatched skill and industry expertise to custom configure this… Read More »
In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In this blog, we will be discussing on one of the key features of GUMU™ Integration using the new Lightning interface on how you can promote Account as Customer which is already existing Salesforce CRM as “Account” as a “Customer” in Sage Intacct ERP. Note: It is mandatory to synchronize Location Entities before promoting a… Read More »
In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer… Read More »
Sometimes a Salesforce user may require to provide/grant login access to their account to the administrator of their org or to Salesforce support. They may need this to help troubleshoot any issues the user might be facing by logging in to the user account and investigating the cause. The user can provide a fixed duration… Read More »
In this blog, we will discuss how the user can Promote order using the Quote to Order Flow feature in Lightning using GUMU™. Previously, we used GUMU™ Integration’s Sales Order tab to handle Sales Order promotion in Salesforce. However, with this new feature, users can promote the order directly from the Salesforce Standard Orders tab.… Read More »
In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »
In this blog, we will guide you on creating an Email as a Quick Action in Lightning Web Component. This Quick Action will allow you to open an Email Composer with predefined values. To achieve this, we will be using a Headless Quick Action approach. Upon loading the headless quick action, the user will be… Read More »
In this blog, we will discuss how to ‘upload a Logo in Salesforce CPQ Quote Template’. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company’s logo and make your brand… Read More »
