Tag Archives: Salesforce

How Integrating Salesforce and ERP can Transform your Business

Are you doing everything possible to streamline your processes? But wait—are your business systems integrated with Salesforce? While it may seem like an additional investment, integrating Salesforce with your ERP is the key to supercharging your business process, ultimately leading to growth. It streamlines workflows, ensuring they seamlessly flow into one another, eliminating gaps in… Read More »

Salesforce Sales Cloud’s Territory Management

Salesforce Sales Cloud’s Territory Management enables businesses to create and manage territory models based on geographic locations or industry-specific criteria. This feature allows companies to efficiently assign accounts, opportunities, cases, and leads to the appropriate teams, optimizing resource allocation. Additionally, it facilitates seamless connections between territory models and account, lead, and user assignments while providing… Read More »

Streamline Navigation in Salesforce: Set a Default Tab for your App Page

In this blog, we’ll explore how setting a default tab for a specific app page in Salesforce can streamline navigation and enhance the user experience. By guiding users to the most important tab as soon as they open the page, you ensure quick access to essential information. Follow our step-by-step guide to effortlessly set up… Read More »

How Salesforce Education Cloud Modernizes Alumni Engagement

Universities are not just educational institutes – they’re communities for students and alumni to be a part of for a lifetime. But in this digital landscape, staying connected with alumni requires more than just sending quarterly newsletters and annual reunions. Today’s universities and institutions need Salesforce Education Cloud to revolutionize alumni engagement. With Salesforce, universities… Read More »

Effortlessly Import Sync with GUMU’s new “Create Integration Stats” Checkbox in the Entity Mapping Header

In this blog post, we’ll explore a new GUMU enhancement that introduces a “Create Integration Stats” checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. Since these records are generated as part of the sync process,… Read More »

Why Salesforce SOAP API Integration is the best method to Integrate?

Bringing different business systems together to achieve efficiency can be a complex task – but with Salesforce SOAP API, integration becomes much simpler. As a reliable method for connecting Salesforce with various applications, SOAP API offers structured data flow and high security, helping you and your teams stay connected and operate efficiently with consistent, real-time… Read More »

GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »

Optimizing Log Management: Automating Deletion of Logs, Import Job Logs, and Integration Statistics

In a previous blog, we explored how GUMU™ simplifies log management. In this blog, we dive deeper into the enhanced features of automating deletion of log records, exploring practical implementation strategies, and providing insights on maximizing its benefits for the organization. This new functionality will provide users with the ability to delete Import_Jobs__c and Integration_Statistics__c… Read More »

How to separate Shipping and Billing Street into multiple address lines while importing data from Sage into Salesforce

In this post, we’ll discuss how to split or separate Shipping and Billing Street into multiple address lines in Salesforce. These fields are often used to store address information and are typically set up as long text fields, allowing for multiple lines of data like street numbers, names, apartment or suite numbers, and other details.… Read More »