{"id":4080,"date":"2018-09-04T10:32:51","date_gmt":"2018-09-04T10:32:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4080"},"modified":"2019-08-22T09:10:14","modified_gmt":"2019-08-22T09:10:14","slug":"how-to-add-gumu-promote-customer-and-erp-customer-details-buttons-when-switching-to-lightning-environment","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/09\/04\/how-to-add-gumu-promote-customer-and-erp-customer-details-buttons-when-switching-to-lightning-environment\/","title":{"rendered":"How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment"},"content":{"rendered":"

In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning Experience if you have been using GUMU™<\/a> and recently shifted to the same from Salesforce Classic.<\/p>\n

Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience:<\/p>\n

-> Go to Setup.<\/p>\n

\"Salesforce<\/a>

Salesforce Setup<\/p><\/div>\n

-> Click on Object Manager.<\/p>\n

\"Object<\/a>

Object Manager<\/p><\/div>\n

-> Click on Account and select page layout as shown in below image.<\/p>\n

\"Page<\/a>

Page Layout<\/p><\/div>\n

-> Select \u201cAccount Layout\u201d button. See below image.<\/p>\n

\"Layout<\/a>

Layout Selection<\/p><\/div>\n

-> Select Promote Customer and ERP Customer Details Button and drag it to \u201cSalesforce mobile and lightning Experience\u201d section.<\/p>\n

\"Add<\/a>

Add Button<\/p><\/div>\n

-> Click on “Save” button. This way user can add a Promote Customer button and ERP Customer Details on Lightning Account Page.<\/p>\n

\"Lightning<\/a>

Lightning Account page<\/p><\/div>\n

About Us<\/strong><\/span>
\nGreytrix<\/a>\u00a0as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n

Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, Sage 100\u00a0<\/a>and\u00a0Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n

Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information, please contact us at\u00a0salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

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