Greytrix is excited to introduce a new feature – Custom Log Retention. In the dynamic landscape of technology, adaptability and customization are key pillars for any software product. Understanding this necessity, we at Greytrix are excited to introduce a new feature in our GUMU™ product that empowers users with greater control over their data management:… Read More »
In this blog post we will delve into setting up Engagement Studio Programs within Account Engagement in Pardot. It will explore the process involved in creating an engagement program, which includes various action steps such as sending emails or updating prospect information fields. When initiating a new program, essential details are filled in, and at… Read More »
Discover how businesses can seamlessly Promote Accounts from Salesforce to Acumatica using GUMU™ configuration. Explore the efficiency of the ‘Send Dunning Letters by Email’ feature and grasp the importance of Customer Class in the account promotion process. Introducing Acumatica’s ‘Send Dunning Letters by Email’ feature with GUMU™ Configuration A dunning email is a message sent… Read More »
Salesforce system integration with Acumatica is crucial for streamlining operations and maximizing efficiency. GUMU™ stands at the forefront of this integration, offering a seamless flow of data and functionalities between the two platforms. In this blog, we’ll delve into the core features of GUMU’s integration and explore how they enhance the collaboration between Salesforce CRM… Read More »
This blog post will go over how to call the Winter’23 release of Screen Flow from a Lightning Web component. With Lightning Web Components, we can now initiate Screen flows. Additionally, we may adjust the final behavior by adjusting the styling and transferring the custom logic to the flow. Call Screen Flow from Lightning Web… Read More »
Businesses aim to cultivate a loyal customer base with lasting impressions, while customers seek exceptional experiences to meet their specific needs. Who can best bridge this gap? Salesforce stands out as the premier CRM platform for managing customer relations and streamlining workflows for businesses of all sizes. With Salesforce, meeting the evolving needs of both… Read More »
In this blog post, we will be focusing on how to import Product Options in Salesforce from Sage 300C ERP. Relationships play a crucial role in preserving data integrity by linking associated records and facilitating streamlined data access and retrieval. Note: Entity Setting, Entity mapping / Import, should be created for Product, Features, and Product… Read More »
Salesforce’s NavigationMixin – In the rapidly evolving realm of mobile app development, user experience holds paramount importance. Every tap, swipe, and interaction plays a significant role in sculpting an intuitive and fluid journey for users. Salesforce, with its comprehensive ecosystem and cutting-edge tools, remains at the forefront of empowering developers to craft outstanding mobile experiences.… Read More »
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 »
Gone are the days of businesses manually managing their data, customers, and finances in cumbersome files. With technology taking over the world, businesses are also embracing a more efficient approach to operating through automation. And that’s where the robust integration solutions come into the picture!Salesforce Sage Intacct Integration is one such solution meticulously designed to… Read More »
