{"id":4931,"date":"2019-07-31T10:08:46","date_gmt":"2019-07-31T10:08:46","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4931"},"modified":"2021-01-21T08:15:44","modified_gmt":"2021-01-21T08:15:44","slug":"gumu-salesforce-import-routine-tricks-and-facts-about-the-use-of-filter-functionality","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/31\/gumu-salesforce-import-routine-tricks-and-facts-about-the-use-of-filter-functionality\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks and Tips \u2013 about the use of Filter in Import Functionality"},"content":{"rendered":"\n<p>In this blog, we are about to discuss how to filter &amp; import specific data from <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 100 ERP to Salesforce<\/a> using the new  <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Interface using the Lightning Component<\/a>.<\/p>\n\n\n\n<p>Kindly follow the steps stated below in order to use filter functionality in Salesforce: &#8211; <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce Org.<\/li><li>Navigate to app launcher and select \u201c<strong>GUMU Settings<\/strong>\u201d from app list.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/1_GUMU-Setting.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\/2019\/07\/1_GUMU-Setting.png\" alt=\"GUMU-Settings\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li> Click on \u201c<strong>Entity Mapping\/Import<\/strong>\u201d tab to view entity list page. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/2_Entity-Mapping-Import.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\/2019\/07\/2_Entity-Mapping-Import.png\" alt=\"Entity-Mapping-Import\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the entity for which you want to run the import routine and go to the \u201c<strong>Details<\/strong>\u201d tab.<\/li><li>Click on \u201c<strong>Filter<\/strong>\u201d tab to add filter and click the <strong>&#8220;Edit&#8221;<\/strong> button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/3_Details-Filter-and-Edit.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\/2019\/07\/3_Details-Filter-and-Edit.png\" alt=\"Details-Filter-and-Edit\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li> Click on \u201c<strong>Add Filter Row<\/strong>\u201d button to add filter.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/4_Add-Filter-Row.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\/2019\/07\/4_Add-Filter-Row.png\" alt=\"Add-Filter-Row\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Source Field<\/strong>\u201d value from drop down, which shows all the fields of Sage 100 related to the API name.<\/li><li>Select \u201c<strong>Operator<\/strong>\u201d value from drop down.<\/li><li>Enter the \u201c<strong>Value<\/strong>\u201d.<\/li><li>Click on \u201d<strong>Active<\/strong>\u201d to active the filter.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/5_Filter-Row.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\/2019\/07\/5_Filter-Row.png\" alt=\"Filter-Row\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>You can go on adding as many filter rows as you need, all of them will be applied with an &#8220;AND&#8221; operator to the data. Once done, simply click on \u201c<strong>Save<\/strong>\u201d and on the next execute the data will be filtered and brought over.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/6_Filter.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\/2019\/07\/6_Filter.png\" alt=\"Added-Filter\"><\/a><\/center>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>For example as shown in the above image, we needed to add import a particular product through the Import. So in the Source Field we selected &#8220;Item code&#8221;. In the Operator we selected \u201cEquals\u201d and in Value entered \u201c8007\u201d i.e. Item code value. If the user wants to skip any unwanted data, he can simply change the operator with \u201cnot equal to\u201d, then the particular data will be skipped.<\/p><cite>Please take a note that the import routine will not delete the previously imported data and the user will have to delete the unwanted data manually or through a data tool or they can contact us on <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>  for assistance.<\/cite><\/blockquote>\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\"><li><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/10\/30\/import-data-from-sage-100-erp-to-salesforce-using-last-sync-field-and-value\/\" target=\"_blank\">Import Data from Sage 100 ERP to Salesforce using Last Sync Field and Value<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/06\/29\/gumu-add-on-for-promoting-salesforce-orders-as-a-purchase-order-to-sage-100\/\" target=\"_blank\">GUMU&#x2122; Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 100<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/06\/01\/gumu-add-on-for-promoting-salesforce-account-as-a-vendor-to-sage-100\/\" target=\"_blank\">GUMU&#x2122; Add-on for Promoting Salesforce Account as a Vendor to Sage 100<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/09\/24\/real-time-ar-inquiry-in-gumu-for-salesforce-sage-100-us-erp-integration\/\" target=\"_blank\">Real-time AR Inquiry in GUMU&#x2122; for Salesforce SAGE 100 (US) ERP Integration<\/a><\/li><\/ul>\n\n\n<p><!--EndFragment--><\/p>\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>In this blog, we are about to discuss how to filter &amp; import specific data from Sage 100 ERP to Salesforce using the new GUMU&#x2122; Interface using the Lightning Component. Kindly follow the steps stated below in order to use filter functionality in Salesforce: &#8211; Login to Salesforce Org. Navigate to app launcher and select\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/31\/gumu-salesforce-import-routine-tricks-and-facts-about-the-use-of-filter-functionality\/\">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":[2],"tags":[158,162,678,184,188,359,360,361,377,401,679,681,680,424,430],"class_list":["post-4931","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-settings","tag-gumusfsage100","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-sage100-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4931","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=4931"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4931\/revisions"}],"predecessor-version":[{"id":9229,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4931\/revisions\/9229"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}