In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »
In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides 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 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 »
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 »
Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »
In the blog we will be exploring the enhanced GUMU™ Import Routine process wherein the user can solve the problem of “Required Parent Field” error. Why does the error occur ? In our GUMU product, which facilitates the data integration between ERP systems and Salesforce, experiencing errors in the import process is a common occurrence.… Read More »
This blog will explore the forthcoming feature of Quick Line Entry feature for Salesforce-Sage Intacct in GUMU™️ for Salesforce integration. Quick Line Entry (QLE) facilitates users by providing real-time pricing and the ability to add multiple records with a single button click. Users can establish default values for the product line, and customize field visibility… Read More »
This blog aims to provide a solution to fix the Null list index error on the Real-Time Inquiry screen’s Back button of a particular Customer’s Sales Order Inquiry. Steps to adhere to fix the null list index error Log in to your Salesforce Org. Access the App Launcher and choose GUMU™ Integration from the App… Read More »
In this blog, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… Read More »
