Salesforce has been the #1 CRM for the last decade. Such is the significance of this powerful tool that it holds the majority of the CRM market share, 22.1%, as of 2023. Today, more than 1,50,000 companies, both small and big, are using Salesforce. The above stats clearly say that Salesforce has been the… Read More »
In this blog, we’ll explore one of the key features of GUMU™ Integration of using the new Lightning interface. This feature allows you to view the information of an existing Promoted “Account” in Salesforce as a “Customer” in the Sage 300 ERP System. Viewing Promoted Accounts made Easy with GUMU With this feature, viewing promoted… Read More »
In this blog, we will explore how to create a record-triggered flow to automate the mapping of picklist fields between parent and child records in Salesforce. i.e.: How to map a Parent Record’s Picklist value to a Child Record using a Flow when creating the Child Record. Our focus will be on ensuring that when… Read More »
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
In today’s competitive business landscape, sales teams are under constant pressure to deliver faster turnaround times with impeccable accuracy. Complex product configurations, intricate pricing models, and time-consuming quote generation often pose significant challenges in the sales pipeline. Salesforce Configure Price Quote (CPQ) is a powerful solution designed to streamline these crucial processes within the Salesforce… Read More »
Salesforce Maps for Sales Cloud offers geographical insights for your data, enhancing sales territory management, field service scheduling, and event planning. Widely used across various markets like real estate, inventory, and service sectors, Salesforce Maps for Sales Cloud integrates seamlessly with Salesforce CRM. In this blog, we’ll explore how Salesforce Maps for Sales Cloud helps… Read More »
There is a long-standing debate between Flows vs. Apex Triggers when it comes to Salesforce automation, but the answer is not straightforward. Both approaches can fulfill business requirements, though some scenarios necessitate the use of code. The challenge arises in complex cases where a Consultant or Architect must determine whether a flow or trigger is… Read More »
Sage 100 is a comprehensive business management software solution that offers powerful inventory and pricing management tools. And you can Master UOM conversions in Sage 100 with GUMU integration for seamless and efficient inventory management. Simplify unit of measure conversions and enhance your ERP system’s functionality. One of the essential concepts within Sage 100 is… Read More »
The world is rapidly growing and so does the business-to-business (B2B) setup for e-commerce businesses. That’s why businesses need a solution like Salesforce Commerce Cloud that improves business efficiency and at the same time adapts as the business grows. Moving on to Salesforce B2B Commerce Cloud might be daunting but not impossible with our B2B… Read More »
In this blog, we will discuss one of the key features (view Promoted Accounts) of GUMU™ Integration using the new Lightning interface. This feature allows you to view existing Promoted Salesforce “Accounts” as “Customers” in the Sage Intacct ERP. View Promoted Accounts To use this feature and synchronize data with Sage Intacct, follow these steps:… Read More »
