{"id":10629,"date":"2025-05-30T11:34:20","date_gmt":"2025-05-30T11:34:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=10629"},"modified":"2025-09-05T04:57:23","modified_gmt":"2025-09-05T04:57:23","slug":"simplify-salesforce-processes-with-gumus-advanced-dynamic-field-set-features","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/05\/30\/simplify-salesforce-processes-with-gumus-advanced-dynamic-field-set-features\/","title":{"rendered":"Simplify Salesforce Processes with GUMU&#x2122;&#8217;s Advanced Dynamic Field Set Features"},"content":{"rendered":"\n<p>In this blog post, we explore a powerful feature of our GUMU&#x2122; integration that delivers dynamic, user-configurable functionality across multiple critical tabs including<strong><em> Unlink Account, Link Account, Bulk Post, Bulk Update, Sales Orders, and AR Invoice<\/em><\/strong>. Each tab intelligently adapts based on user-defined configurations, offering customizable field displays via field sets and supporting seamless, real-time data handling. Discover how GUMU&#x2122; enhances operational flexibility and efficiency, enabling users to streamline core business processes with ease.<\/p>\n\n\n\n<p>To use this function follow the steps given below for different tabs:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Unlink Account Tab<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Object Manager in Salesforce and select the <strong>Account<\/strong> object.<\/li>\n\n\n\n<li>Go to <strong>Field Sets<\/strong> and select the field set named &#8220;<strong>Unlink Customer FS<\/strong><strong>&#8220;<\/strong><\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/1.-Account-Field-Set-Screen-Unlink-Account.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/1.-Account-Field-Set-Screen-Unlink-Account.png\" alt=\"Account Field Set Screen\"><\/a><\/center><font size=\"2\"><center><i> Account Field Set Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the &#8216;In the Field Set&#8217; section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/2.-Unlink-Customer-Field-Set-Window-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/2.-Unlink-Customer-Field-Set-Window-1.png\" alt=\"Unlink Customer Field Set Window\"><\/a><\/center><font size=\"2\"><center><i> Unlink Customer Field Set Window <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the <strong>Unlink Account<\/strong> tab. These fields will then appear in the data table on the Unlink Account tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/3.-Unlink-Account-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/3.-Unlink-Account-Screen.png\" alt=\"Unlink Account Screen\"><\/a><\/center><font size=\"2\"><center><i> Unlink Account Screen <\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Link Account Tab<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Object Manager in Salesforce and select the <strong>Account<\/strong> object.<\/li>\n\n\n\n<li>Go to the <strong>Field Sets<\/strong> and select the field set named \u201c<strong>Link Customer FS<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/4.-Account-Field-Set-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/4.-Account-Field-Set-Screen.png\" alt=\"Account Field Set Screen\"><\/a><\/center><font size=\"2\"><center><i> Account Field Set Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the &#8216;<strong>In the Field Set<\/strong>&#8216; section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/5.-Link-Customer-Field-Set-Window.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/5.-Link-Customer-Field-Set-Window.png\" alt=\"Link Customer Field Set Window\"><\/a><\/center><font size=\"2\"><center><i> Link Customer Field Set Window <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the <strong>Link Account<\/strong> tab. These fields will then appear in the data table on the Link Account tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/6.-Link-Account-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/6.-Link-Account-Screen.png\" alt=\"Link Account tab\"><\/a><\/center><font size=\"2\"><center><i> Link Account tab <\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Bulk Post Tab<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Object Manager in Salesforce and select the <strong>Account<\/strong> object.<\/li>\n\n\n\n<li>Go to <strong>Field Sets<\/strong> and select the field set named &#8220;<strong>Bulk Post FS<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/7.-Account-Field-Set-Screen-BP.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/7.-Account-Field-Set-Screen-BP.png\" alt=\"Account Field Set Screen Bulk Post\"><\/a><\/center><font size=\"2\"><center><i> Account Field Set Screen Bulk Post <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the &#8216;In the Field Set&#8217; section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/8.-Bulk-Post-Field-Sets-Window.png\" alt=\" Bulk Post Field Sets Window \"><\/a><\/center><font size=\"2\"><center><i> <Bulk Post Field Sets Window \/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the <strong>Bulk Post<\/strong> tab. These fields will then appear in the data table of the Bulk Post.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/9.-Bulk-Post-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/9.-Bulk-Post-Screen.png\" alt=\"Bulk Post Screen\"><\/a><\/center><font size=\"2\"><center><i> Bulk Post Screen <\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><em><strong>Note<\/strong><\/em><\/p>\n<cite><em>Make sure to follow the same steps for Bulk Post <strong>Order<\/strong> tab.<\/em><\/cite><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Bulk Update Tab<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Object Manager in Salesforce and select the <strong>Account <\/strong>object.<\/li>\n\n\n\n<li>Go to <strong>Field Sets<\/strong> and select the field set named &#8220;<strong>Bulk Update Account FS<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/10.-Account-Field-Set-Screen-BU.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/10.-Account-Field-Set-Screen-BU.png\" alt=\"Account Field Set Screen Bulk Update\"><\/a><\/center><font size=\"2\"><center><i> Account Field Set Screen Bulk Update <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the &#8216;In the Field Set&#8217; section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/11.-Bulk-Update-Field-Set-Window.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/11.-Bulk-Update-Field-Set-Window.png\" alt=\"Bulk Update Field Set Window\"><\/a><\/center><font size=\"2\"><center><i> Bulk Update Field Set Window <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the <strong>Bulk Update<\/strong> tab. These fields will then appear in the data table on the Bulk Update tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/12.-Bulk-Update-Tab.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/12.-Bulk-Update-Tab.png\" alt=\"Bulk Update tab\"><\/a><\/center><font size=\"2\"><center><i> Bulk Update tab <\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Note<\/p>\n<cite>Make sure to follow the same steps for the Bulk Update <strong>Contact<\/strong> and <strong>Address<\/strong> tab.<\/cite><\/blockquote>\n\n\n\n<p><strong>Sales Order Tab<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Object Manager in Salesforce and select the <strong>Order <\/strong>object.<\/li>\n\n\n\n<li>Go to <strong>Field Sets<\/strong> and select the field set named &#8220;<strong>Sales Order FS<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/13.-Order-Field-Set-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/13.-Order-Field-Set-Screen.png\" alt=\"Order Field Set Screen\"><\/a><\/center><font size=\"2\"><center><i> Order Field Set Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the <strong>In the Field Set<\/strong> section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/14.-Sales-Order-FS-Window.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/14.-Sales-Order-FS-Window.png\" alt=\"Sales Order FS Window\"><\/a><\/center><font size=\"2\"><center><i> Sales Order FS Window <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the Sales Order tab. These fields will then appear in the data table on the Sales Order tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/15.-Sales-Order-Tab.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/15.-Sales-Order-Tab.png\" alt=\"Sales Order tab\"><\/a><\/center><font size=\"2\"><center><i> Sales Order tab <\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">AR Invoice Tab<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Object Manager<\/strong> in Salesforce and select the <strong>Order <\/strong>object.<\/li>\n\n\n\n<li>Go to <strong>Field Sets<\/strong> and select the field set named &#8220;<strong>AR Invoice FS<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/16.-Order-FS-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/16.-Order-FS-Screen.png\" alt=\"Order Field Sets Screen\"><\/a><\/center><font size=\"2\"><center><i>Order Field Sets Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next, drag the desired fields into the &#8216;In the Field Set&#8217; section, as shown in the figure below.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/17.-AR-Invoice-FS-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/17.-AR-Invoice-FS-Screen.png\" alt=\"AR Invoice Field Sets Screen\"><\/a><\/center><font size=\"2\"><center><i> AR Invoice Field Sets Screen <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now navigate to the Sales Order tab. These fields will then appear in the data table on the Sales Order tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/18.-AR-Invoice-Screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/05\/18.-AR-Invoice-Screen.png\" alt=\"AR Invoice Screen\"><\/a><\/center><font size=\"2\"><center><i> AR Invoice Screen <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to effectively configure and utilize these dynamic tabs to streamline operations and tailor the interface to your business needs. If you still have queries or any related problems, don\u2019t hesitate to contact us at salesforce@greytrix.com. More details about the Product are available on<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\"> <\/a><a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\"> Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/07\/21\/gumu-new-quick-line-entry-salesforce-sage-100-erp-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; \u2013 New Quick Line Entry \u2013 Salesforce-Sage 100 ERP Integration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/09\/27\/quick-product-search-qps-on-order-line-items-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Quick Product Search (QPS) on Order Line Items in Salesforce<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/09\/promote-sales-order-from-sf-to-sage-100-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Sales Order from SF to Sage 100 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/09\/09\/gumu-features-bulk-account-update\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Features \u2013 Bulk Account Update<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog post, we explore a powerful feature of our GUMU&#x2122; integration that delivers dynamic, user-configurable functionality across multiple critical tabs including Unlink Account, Link Account, Bulk Post, Bulk Update, Sales Orders, and AR Invoice. Each tab intelligently adapts based on user-defined configurations, offering customizable field displays via field sets and supporting seamless, real-time\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/05\/30\/simplify-salesforce-processes-with-gumus-advanced-dynamic-field-set-features\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[956,2],"tags":[2052,1486,2054,2051,2058,2055,2050,2053,159,162,163,1732,165,169,801,678,184,185,187,188,189,2057,271,277,1145,1144,745,1734,736,739,747,359,360,361,730,732,731,364,367,370,374,377,378,744,740,738,746,743,389,400,401,402,737,679,671,683,681,733,687,680,686,684,716,424,425,734,430,735,454,1733,461,463,2056],"class_list":["post-10629","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-ar-invoice","tag-bulk-post","tag-bulk-post-tab","tag-bulk-update","tag-bulk-update-account-fs","tag-bulk-update-tab","tag-dynamic-field-sets","tag-field-sets","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300c","tag-gumusfsage300erp","tag-gumusfsageerpx3","tag-gumusfsagex3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-link-customer-fs","tag-promote-account","tag-promote-customer","tag-qle","tag-quick-line-entry","tag-sage-100-connector-with-salesforce","tag-sage-300c-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-300","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-connector-with-sage-erp","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sage300-integration-2","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-with-sage-300c-integration","tag-salesforce-sage100","tag-salesforce-sage300c","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300c","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-x3-integration","tag-unlink-customer-fs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=10629"}],"version-history":[{"count":10,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10629\/revisions"}],"predecessor-version":[{"id":10849,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10629\/revisions\/10849"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=10629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=10629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=10629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}