{"id":10963,"date":"2025-06-25T11:57:56","date_gmt":"2025-06-25T11:57:56","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=10963"},"modified":"2025-09-05T04:20:48","modified_gmt":"2025-09-05T04:20:48","slug":"automating-integration-monitoring-with-daily-statistics-emails-in-salesforce-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/06\/25\/automating-integration-monitoring-with-daily-statistics-emails-in-salesforce-using-gumu-integration\/","title":{"rendered":"Automating Integration Monitoring with Daily Statistics Emails in Salesforce using\u00a0 GUMU&#x2122; Integration"},"content":{"rendered":"\n<p>In today\u2019s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That\u2019s where the <strong>Daily Integration Statistics Email<\/strong> functionality comes in a smart enhancement that automates reporting while keeping key stakeholders informed.<\/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\">What Is the Daily Integration Statistics Email Feature?<\/mark><\/strong><\/h3>\n\n\n\n<p>This feature is designed to <strong>automatically send daily integration metrics via email<\/strong>, complete with a CSV attachment that includes detailed GUMU Integration Log data. These emails contain essential insights such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Number of <strong>inserted<\/strong>, <strong>updated<\/strong>, and <strong>failed records<\/strong><\/li>\n\n\n\n<li>Log-level data for in-depth analysis<\/li>\n\n\n\n<li>Flexible recipient management options<\/li>\n<\/ul>\n\n\n\n<p>With this in place, Salesforce users no longer need to manually check logs or chase updates\u2014it\u2019s all delivered directly to their inbox.<\/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\">Key Benefits and Functional Process<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automated Reporting:<\/strong> Integration stats are sent without manual effort, ensuring consistency.<\/li>\n\n\n\n<li><strong>Real-time Insights:<\/strong> Stay on top of integration performance with timely updates.<\/li>\n\n\n\n<li><strong>Improved Transparency:<\/strong> Users gain visibility into daily sync status, enhancing trust and collaboration.<\/li>\n\n\n\n<li><strong>Custom Recipient Management:<\/strong> Use permission sets to control and add recipients easily.<\/li>\n\n\n\n<li><strong>Faster Troubleshooting:<\/strong> Get log data daily to quickly identify and resolve issues.<\/li>\n\n\n\n<li>This functionality runs automatically based on a schedule and sends daily GUMU integration statistics and log data. The integration statistics are displayed in the email, while the log data is sent as an attachment.<\/li>\n\n\n\n<li>Recipients are managed through a permission set, active users assigned to it will receive the email. Additionally, users can add extra email addresses on the Greytrix Debugger page to specify additional recipients.<\/li>\n<\/ul>\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\">Steps to perform the functionality<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Setup \u2192 Search for Permission Sets<\/li>\n\n\n\n<li>Select the &#8220;Send Daily Integration Statistics&#8221; permission set<\/li>\n\n\n\n<li>Next, click on &#8220;Manage Assignments&#8221;.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/1.-Permission-Set.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\/06\/1.-Permission-Set.png\" alt=\"Permission Sets\"><\/a><\/center><font size=\"2\"><center><i> Permission Sets <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign the user you want to add to the email alert recipient list.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/07\/2.-Manage-Assignments-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\/07\/2.-Manage-Assignments-1.png\" alt=\"Manage Assignments\"><\/a><\/center><font size=\"2\"><center><i> Manage Assignments <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For sending attachments with emails, adjust the email attachment settings to configure how attachments are handled. \u00a0<br>Follow these steps:<ul><li>Navigate to Setup, click on the gear icon in the top-right corner and select Setup. Search for &#8220;Email Attachments&#8221; \u2013 Open the Email Attachment Settings.<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Select the third option, which is &#8220;Include as attachment up to Salesforce email size limit or as links if more.&#8221;<\/li>\n\n\n\n<li>Lastly, click Save to apply the new settings.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/3.-Email-Attachments-Settings.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\/06\/3.-Email-Attachments-Settings.png\" alt=\"Email Attachment Settings\"><\/a><\/center><font size=\"2\"><center><i> Email Attachment Settings<\/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\">Scheduling the Functionality<\/mark><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to Setup, search for &#8220;Scheduled Jobs&#8221; in the Quick Find box, and open it.<\/li>\n\n\n\n<li>Then, click on &#8220;Schedule Apex&#8221; to set up the job.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/4.-Schedule-Apex.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\/06\/4.-Schedule-Apex.png\" alt=\"Schedule Apex\"><\/a><\/center><font size=\"2\"><center><i>Schedule Apex <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, enter the job name \u201cSend Daily Integration Statistics\u201d and select the \u2018DailyIntegrationStatisticsBatch&#8217; Apex class in the Apex Class field.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/5.-Scheduled-Jobs.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\/06\/5.-Scheduled-Jobs.png\" alt=\"Scheduled Jobs\"><\/a><\/center><font size=\"2\"><center><i> Scheduled Jobs <\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/6.-DailyIntegrationStatisticsBatch-Class.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\/06\/6.-DailyIntegrationStatisticsBatch-Class.png\" alt=\"\"DailyIntegrationStatisticsBatch\" Class\"><\/a><\/center><font size=\"2\"><center><i> &#8220;DailyIntegrationStatisticsBatch&#8221; Class <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lastly, schedule the Apex job using either Schedule Builder or a Cron Expression, then click Save.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/7.-Schedule-functionality.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\/06\/7.-Schedule-functionality.png\" alt=\"Schedule functionality\"><\/a><\/center><font size=\"2\"><center><i> Schedule functionality <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Finally, save the changes.<\/li>\n<\/ul>\n\n\n\n<p>Let\u2019s take an example: The user is importing <strong>Products from ERP to Salesforce<\/strong>, and a failure occurs during the sync.<\/p>\n\n\n\n<p>In this case, the user will receive a email <strong>as per the scheduled time <\/strong>just like the one shown below, with clear details of the failure count and a <strong>CSV log file<\/strong> attached for further analysis.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/06\/8.-Integration-Statistics-Email.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\/06\/8.-Integration-Statistics-Email.png\" alt=\"Integration Statistics Email\"><\/a><\/center><font size=\"2\"><center><i> Integration Statistics Email <\/i><\/center><\/font>\n\n\n\n<p>With automated daily integration statistics, real-time failure visibility, and detailed log tracking, Salesforce admins and developers can stay one step ahead of issues\u2014without digging through logs manually. This feature ensures your team is always informed, proactive, and ready to take action the moment something goes wrong.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201c<strong><em>Automating Integration Monitoring with Daily Statistics Emails in Salesforce using&nbsp; GUMU&#x2122; Integration<\/em><\/strong>\u201d. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/integration\/\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/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>. With automated daily integration statistics, real-time failure visibility, and detailed log tracking, Salesforce admins and developers can stay one step ahead of issues\u2014without digging through logs manually. This feature ensures your team is always informed, proactive, and ready to take action the moment something goes wrong.<\/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 contact 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\/2025\/05\/30\/simplify-salesforce-processes-with-gumus-advanced-dynamic-field-set-features\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/05\/30\/simplify-salesforce-processes-with-gumus-advanced-dynamic-field-set-features\/\" rel=\"noreferrer noopener\">Simplify Salesforce Processes with GUMU&#x2122;\u2019s Advanced Dynamic Field Set Features<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/25\/gumu-feature-how-can-user-improve-financial-decision-making-with-real-time-ar-aging\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/25\/gumu-feature-how-can-user-improve-financial-decision-making-with-real-time-ar-aging\/\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: How can user Improve Financial Decision-Making with Real-Time AR Aging<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/31\/quick-product-search-on-order-line-items-for-sage-300c-integration\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/31\/quick-product-search-on-order-line-items-for-sage-300c-integration\/\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Experience Quick Product Search on Order Line Items for Salesforce \u2013 Sage 300C integration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/28\/gumu-feature-improved-security-tree-view-with-smart-text-search\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Improved Security Tree View with Smart Text Search<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/11\/15\/automatically-update-last-sync-date-field-in-entity-mapping\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Auto Update the Last Sync Date field in Entity Mapping\/Import after the import routine successfully runs<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In today\u2019s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That\u2019s where the Daily Integration Statistics Email functionality comes in a smart enhancement that automates reporting while keeping key stakeholders informed. What Is the Daily Integration Statistics Email Feature? This feature is designed to automatically send daily\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/06\/25\/automating-integration-monitoring-with-daily-statistics-emails-in-salesforce-using-gumu-integration\/\">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":[2092,2099,2095,2101,2097,159,162,163,1732,165,169,801,678,184,185,187,188,189,2090,1431,2089,2091,745,1734,736,739,359,360,361,730,732,731,364,367,370,374,2088,377,378,744,740,738,746,743,389,2096,400,401,402,737,679,671,683,681,733,687,680,686,684,2094,716,424,425,734,430,735,2100,2098,454,1733,461,463,2093],"class_list":["post-10963","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-apex-class-automation","tag-apex-class-field","tag-automated-integration-reports","tag-cron-expression","tag-csv-attachment","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-integration-failure-notifications","tag-manage-assignments","tag-real-time-error-tracking","tag-record-sync-issues","tag-sage-100-connector-with-salesforce","tag-sage-300c-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-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-admin-tools","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-data-sync-monitoring","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-log-analysis","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-schedule-builder","tag-scheduled-jobs","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300c","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-x3-integration","tag-visualforce-email-configuration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10963","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=10963"}],"version-history":[{"count":13,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10963\/revisions"}],"predecessor-version":[{"id":11243,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10963\/revisions\/11243"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=10963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=10963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=10963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}