You’ve stumbled on this article in your quest for technical tips, updates or know how on Sage solutions frequently posted on our blog. Well this write-up is a bit different from our normal cadence and if you’re participating as an attendee, exhibitor or Sage employee, we hope to see you at Booth #521 and meet… Read More: ATTENDING SAGE SUMMIT 2015? MEET GREYTRIX AT BOOTH #521 »
This is one of the key features of our integration application where you can link existing Salesforce Accounts with Sage 100 ERP customers. Once accounts get linked then the user can see real time information of that particular linked ERP customer in Salesforce. Also, user can create Sales order for that linked account and promote… Read More: Link Existing Salesforce Accounts with Sage 100 ERP Customers »
This is in continuation to our last Introduction to GUMU Salesforce – Sage ERP X3 Integration post. This is one of the key features of our GUMU Salesforce – Sage ERP X3 Integration solution which helps to import Sage ERP Products into Salesforce. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Import Product functionality is one… Read More: Importing Products of Sage Enterprise Management in Salesforce CRM »
The Summer ’15 release has just been rolled out to all salesforce systems (June 12th and June 13th were the final release weekends). All instances of salesforce have now been upgraded to the Summer ’15 release. One interesting feature that has been added in this release is the ability for the user to choose a… Read More: Choose the Logout Page for Salesforce Users »
We might have certain records that are owned by users that have been made inactive for various reasons. Previously, it was only possible for the administrator to edit records that were owned by inactive users. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce With the Salesforce Spring’15 release, it is now possible for other… Read More: Create or Edit Records Owned by Inactive Users »
The Salesforce Winter’15 release has provided some useful features for those using the Salesforce1 app. Salesforce 1 is the mobile app version of Salesforce. One of the features that has been provided in Winter’15 is the ability to convert leads on the Salesforce1 app. Now the sales reps can directly convert leads into accounts/contacts/opportunities using… Read More: Convert Leads on the fly »
Regular expressions (or regex) are mainly used to check the Format and syntax. In simple terms, regex is a string that is used to compare another string by using a specific syntax. Similar to many other languages, Apex also provides regex capabilities. Read More: Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Regular expressions/Regex… Read More: Use of regular expression in Apex »
This post is regarding one of the useful features of an integration solution. For integration needs we are syncing certain entities of both the systems (e.g. Salesforce Account object with Sage ERP X3 Customer, Salesforce Contact object with Sage ERP X3 Contact etc.) Using this screen we can add any additional field of Sage ERP… Read More: Entity mapping with additional Standard/Custom field for Data Synchronization »
We recently serviced a cable operator firm where we came across a very interesting requirement. There were some products that were always bundled together. So when they sell one product, there are some accessories that they sell by default along with it. In the work model presented by Salesforce currently, the salesperson has to add… Read More: Adding Bundled Products in Opportunity »
This is in continuation to our last Introduction to GUMU Salesforce – Sage ERP X3 Integration post. This is one of the key features of our GUMUTM Salesforce – Sage ERP X3 Integration solution which helps to import Sage ERP X3 Customer/Prospects into Salesforce. Import Customers/Prospects functionality is one-time process where user can import Customer/Prospect from Sage… Read More: Importing Customers/Prospects of Sage ERP X3 into Salesforce »
