Salesforce Screen Flows are a powerful automation tool — but what happens when something goes wrong mid-flow? That’s where Fault Paths come into play. In this blog, we’ll guide you step-by-step through implementing fault paths in a Salesforce Screen Flow, enabling you to display custom error messages, optionally log those errors, and ensure a better… Read More »
This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry Screen Account Screen Sales Order Real Time Screen Note For Sage 100,… Read More »
In this blog post, we’ll break down two specific error messages that many developers face during package creation and what they actually mean, along with an essential tip to help improve error clarity moving forward. Creating a package version in Salesforce—particularly with a modular system like Agentforce—can feel smooth, until it doesn’t. If you’ve hit… Read More »
Salesforce offers a highly customizable interface and one of the easiest ways to improve user adoption is by renaming standard object, tab, and field labels to reflect your business language. Whether you’re transitioning from another CRM or tailoring Salesforce to specific departments (e.g., Sales, Legal, Healthcare), updating labels can make users feel right at home.… Read More »
In Salesforce, required fields serve a critical role in maintaining data quality and enforcing business rules. But what happens when users don’t want to see or interact with those required fields on the page layout? Fortunately, Salesforce provides a clever workaround using custom URL buttons or links. With this approach, you can bypass the manual… Read More »
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 »
The Oil and Gas sector has long been defined by complexity – remote operations, fragmented systems, regulatory pressures, and fluctuating demand. In such a dynamic environment, staying competitive means moving beyond outdated tools and embracing smarter, more connected systems. That’s exactly where Salesforce comes in. Salesforce offers oil and gas businesses a unified platform that… Read More »
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 »
In this blog post, we explore a powerful feature of our GUMU™ integration that delivers dynamic, user-configurable functionality across multiple critical tabs including Unlink Account, Link Account, Bulk Post, Bulk Update, Sales Orders, and AR Invoice. Each tab intelligently adapts based on user-defined configurations, offering customizable field displays via field sets and supporting seamless, real-time… Read More »
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 »
