Salesforce.com-Tips and Tricks
In this blog we shall outline the new feature enhancement for the Security Matrix UI. The Enhanced Security Matrix provides better access control at both the Administrator and User levels, featuring two distinct components: Security Level Profiles and User Levels. Purpose of Enhanced Security Matrix Previously, accessing different security levels (Profiles and Users) in the… Read More »
In this blog, we will explore how to import data from Sage 300 ERP to Salesforce using the Last Sync Field and Last Sync Value features. GUMU™ for Salesforce is a real-time, bi-directional integration that allows users to sync data between Salesforce and Sage ERP seamlessly. To import data from Sage 300 ERP to Salesforce… Read More »
A key challenge when integrating Salesforce with Sage is managing Product Line Descriptions meet character limits. Salesforce allows descriptions up to 255 characters, while Sage restricts them to 60 characters, causing truncation and potentially losing important information when promoting quotes or orders in Sage. To prevent this, a validation rule in Salesforce is needed to… Read More »
In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system. Real-time… Read More »
In this blog, we will delve into the steps required to abort all existing background Apex Jobs within the Entity Mapping/Import module in Salesforce. The blog will cover: What Apex Jobs are and their role within Salesforce? Apex Jobs are asynchronous processes that run in the background in Salesforce. These jobs allow for tasks that… Read More »
In this blog, we will be discussing the benefits of using the “Sync Type” in Entity Mapping/Import based on Sync Type Import routine to streamline data management processes and improve overall workflow. The Entity Mapping/Import module has been upgraded to clearly differentiate between Default Import routines provided by the GUMU™ package and Custom Import routines created… 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 guide you through the process of setting up volume based discount pricing for Sales Order products in Sage 300C and manage pricing structures when adding products to transactional records. Previously, GUMU™ Integration (for Sage 300c) only supported standard pricing. This is since Sage hasn’t released a webservice for consuimg and… Read More »
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 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 »