{"id":5485,"date":"2020-05-02T11:14:57","date_gmt":"2020-05-02T11:14:57","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5485"},"modified":"2020-11-27T14:08:16","modified_gmt":"2020-11-27T14:08:16","slug":"gumu-salesforce-tricks-tips-search-account-through-sage-fields","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/02\/gumu-salesforce-tricks-tips-search-account-through-sage-fields\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Search Account through Sage Fields &#8211; Part 1"},"content":{"rendered":"\n<p>In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields.<\/p>\n\n\n\n<p>Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he\/she is unable to perform the function as displayed in the below Image.<\/p>\n\n\n\n<center><a href=\"\" 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\/2020\/05\/1.-User-Accessing-Accounts-in-SF.png\" alt=\"User Accessing Accounts in SF\"><\/a><\/center>\n<font size=\"2\"><center><i>User Accessing Accounts in SF<\/i><\/center><\/font>\n\n\n\n<p>This may be due to lack of access rights provided on Objects (or its fields) by Admin for security purpose. If the Sales Rep, is searching an Account in Salesforce using Sage fields, he\/she will have to contact System Administrator to grant access rights. <\/p>\n\n\n\n<p>Administrator can follow below steps in order to grant access to User, for allowing search of Account in Salesforce using Sage fields. <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce.<\/li><li>Navigate to Setup and Search for \u201c<strong><em>Users<\/em><\/strong>\u201d in the Quick find Box. The search will display all the users of Organization with their respective roles and profiles. <\/li><li>Select the user who is facing difficulty in Searching Accounts using Sage fields (in this example Customer Number).<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/2.Users_.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\/2020\/05\/2.Users_.png\" alt=\"Users Object\"><\/a><\/center>\n<font size=\"2\"><center><i>Users Object<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>On the user record scroll down and look for \u201c<strong><em>Permission Sets<\/em><\/strong>\u201d and click on \u201c<strong><em>Edit Assignment<\/em><\/strong>\u201d<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/3.Permission-Sets.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\/2020\/05\/3.Permission-Sets.png\" alt=\"Permission Sets\"><\/a><\/center>\n<font size=\"2\"><center><i>Permission Sets<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Upon clicking <strong>&#8220;Edit Assignment&#8221;<\/strong> button, <strong><em>Admin<\/em><\/strong> will be navigated to <strong>&#8220;Permissions Sets<\/strong>&#8220;. Select the Assignment (i.e. <strong><em>&#8220;GUMU Integration Access&#8221;<\/em><\/strong>) and click on Save, as stated in the below image.<\/li><\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em><strong>Note: <\/strong>Remember to clone the permission sets before assigning to a user. As permission sets are not editable directly.<\/em><\/p><\/blockquote>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/4.-Availble-Permission-Sets.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\/2020\/05\/4.-Availble-Permission-Sets.png\" alt=\"Available Permission Sets\"><\/a><\/center>\n<font size=\"2\"><center><i>Available Permission Sets<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once saved the Assignment, the page will be re-directed to <strong>&#8220;User Information&#8221;.<\/strong> Where Admin can now see the user have the permission set assigned to them.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/5.User-Info.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\/2020\/05\/5.User-Info.png\" alt=\"User Info\"><\/a><\/center>\n<font size=\"2\"><center><i>User Info<\/i><\/center><\/font>\n\n\n\n<p>Additionally, you can refer: <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/05\/28\/managed-assignment-of-gumu\/\" target=\"_blank\">Managed Assignment of GUMU<\/a> on how you can directly assign &#8220;Permission Set&#8221; and provide access of GUMU&#x2122; components. <\/p>\n\n\n\n<p>To allow user to perform operations within Salesforce, <strong>&#8220;Permission Set&#8221;<\/strong> are assigned. Similarly, GUMU&#x2122; integration creates a default permission set in Salesforce when the package is installed in the Org. <\/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","protected":false},"excerpt":{"rendered":"<p>In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he\/she is unable to perform the function as\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/02\/gumu-salesforce-tricks-tips-search-account-through-sage-fields\/\">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":[2,957],"tags":[769,45,771,774,768,638,159,162,163,164,165,166,169,678,778,184,185,186,187,188,189,224,776,767,773,777,745,741,736,739,747,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,676,737,679,671,683,681,673,733,687,680,684,716,424,425,734,430,735,775,439,779,772,454,458,461,462,463,770,512],"class_list":["post-5485","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-tricks-tips","tag-accounts","tag-clone","tag-customer-field","tag-edit-assignment","tag-field-permissions","tag-gumu-integration","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-home","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-login","tag-navigate","tag-object-settings","tag-quick-find","tag-re-direct","tag-sage-100-connector-with-salesforce","tag-sage-300-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-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-em","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-sage300-integration","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-300","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage100-integration","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-save","tag-search","tag-search-based-on-sage-fields","tag-setup","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration","tag-user-info","tag-users"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5485","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=5485"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5485\/revisions"}],"predecessor-version":[{"id":5500,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5485\/revisions\/5500"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}