{"id":5802,"date":"2020-10-19T07:41:43","date_gmt":"2020-10-19T07:41:43","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5802"},"modified":"2020-10-19T08:44:08","modified_gmt":"2020-10-19T08:44:08","slug":"field-accessibility-configuration-on-gumu-real-time-inquiry-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/10\/19\/field-accessibility-configuration-on-gumu-real-time-inquiry-screen\/","title":{"rendered":"Field Accessibility \/ Configuration on GUMU&#x2122; Real-time Inquiry Screen"},"content":{"rendered":"\n<p>In this blog, we are going to understand the upcoming feature related to the fields display on the Real-time inquiry screen of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\">GUMU&#x2122;<\/a>.&nbsp;This feature provides Field Accessibility at Profile and User Level and accordingly it will display the fields on the Real-time inquiry screen. So if you want particular field access in real-time to be denied.<\/p>\n\n\n\n<p>To understand this feature in a better way, we will consider a Linked\/Promoted Account in Salesforce. Let\u2019s follow the below steps to navigate to the Real-time inquiry screen and understand the field accessibility feature.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to any Linked\/Promoted Account.<\/li><li>Click on the <strong>\u201cERP Customer Details\u201d<\/strong> button or <strong>\u201cCustomer No.\u201d<\/strong> link<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/1_ERP-Customer-Details.jpg\" 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\/10\/1_ERP-Customer-Details.jpg\" alt=\"ERP Customer Details\"><\/a><\/center>\n<font size=\"2\"><center><i>ERP Customer Details<\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><em>Setup<\/em><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>As you click any of the above options, you will be navigated to the Real-time inquiry screen\/page.<\/li><li>Firstly you need to click on the <strong>\u201cGear\u201d<\/strong> icon on the top right hand side. And under it you will find the <strong>\u201cField Security\u201d<\/strong> option.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/2_Field-Security.jpg\" 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\/10\/2_Field-Security.jpg\" alt=\"Field Security\"><\/a><\/center>\n<font size=\"2\"><center><i>Field Security<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>As you click on <strong>&#8220;Field Security&#8221;<\/strong>, the field security window will pop-up.<\/li><li>Now, you need to select the particular field and Profile for which you want to deny access for other Profile. Suppose if <strong>\u201cSystem Admin\u201d<\/strong> does not want to show the <strong>\u201cAverage Days Overdue\u201d<\/strong> Sage field on the inquiry page for the <strong>\u201cAnalytics Cloud Security User\u201d<\/strong> Profile. Then he needs to select the particular field and profile as shown below.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/3_Access-Denied.jpg\" 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\/10\/3_Access-Denied.jpg\" alt=\"Restrict Field Access\"><\/a><\/center>\n<font size=\"2\"><center><i>Restrict Field Access<\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><em>Configuration<\/em><\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>\u201cSave\u201d<\/strong> button. So now any users with <strong>\u201cAnalytics Cloud Security User\u201d<\/strong> Profile, when logged in to Salesforce and navigate to the Inquiry screen they will not see the <strong>\u201cAverage Days Overdue\u201d<\/strong> field.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/4_Field-Hide.jpg\" 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\/10\/4_Field-Hide.jpg\" alt=\"Hidden Field\"><\/a><\/center>\n<font size=\"2\"><center><i>Hidden Field<\/i><\/center><\/font>\n\n\n\n<p>Also if you want to make the field to be visible for a particular user whose access is denied at the <strong>\u201cProfile\u201d<\/strong> level.&nbsp; Considering the above scenario, if <strong>\u201cGareth Brett\u201d<\/strong> user with <strong>\u201cCloud Analytic User\u201d<\/strong> Profile should able to see the field.&nbsp;Just <strong>\u201cSystem Administrator\u201d<\/strong> needs to follow the below steps.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, on Field Security Pop-up, select <strong>\u201cUser\u201d<\/strong> from the dropdown. And after selecting the <strong>\u201cUser\u201d<\/strong>, you will navigate to User List.<\/li><li>Secondly select the <strong>\u201cAverage Days Overdue\u201d<\/strong> field and check the checkbox associated with the <strong>\u201cGareth Brett\u201d<\/strong> User.<\/li><li>Finally, click on the <strong>\u201cSave\u201d<\/strong> button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/5_User-Access.jpg\" 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\/10\/5_User-Access.jpg\" alt=\"User Access\"><\/a><\/center>\n<font size=\"2\"><center><i>User Access<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the changes are saved, only the <strong>\u201cGareth Brett\u201d<\/strong> User will able to see the <strong>\u201cAverage Days Overdue\u201d<\/strong> field on the screen. It means for other users with <strong>\u201cCloud Analytic User\u201d<\/strong> Profile, the <strong>\u201cAverage Days Overdue\u201d<\/strong> field will be hidden.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/10\/6_Field-Visible.jpg\" 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\/10\/6_Field-Visible.jpg\" alt=\"Field Visible\"><\/a><\/center>\n<font size=\"2\"><center><i>Field Visible<\/i><\/center><\/font>\n\n\n\n<p>In conclusion, we hope you find this blog helpful in understanding the <strong>\u201cField Accessibility\u201d<\/strong> feature of the Real-time Inquiry screen.<\/p>\n\n\n\n<p>If you still have concerns and need more help, please contact us at\u00a0<a rel=\"noreferrer noopener\" href=\"mailto:salesforce@greytrix.com\" target=\"_blank\">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\"><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/31\/salesforce-tips-resolve-org-authorization-error-in-vs-code\/\" target=\"_blank\">Resolve Org Authorization Error in VS Code<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"http:\/\/www.greytrix.com\/blogs\/salesforce\/2013\/10\/23\/overriding-standard-visual-page-styling-in-salesforce\/\" target=\"_blank\">Overriding standard visual page styling in Salesforce<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"http:\/\/www.greytrix.com\/blogs\/salesforce\/2013\/11\/01\/mapping-custom-lead-fields-to-standard-contact-fields\/\" target=\"_blank\">Mapping custom lead fields to standard contact fields<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we are going to understand the upcoming feature related to the fields display on the Real-time inquiry screen of GUMU&#x2122;.&nbsp;This feature provides Field Accessibility at Profile and User Level and accordingly it will display the fields on the Real-time inquiry screen. So if you want particular field access in real-time to be\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/10\/19\/field-accessibility-configuration-on-gumu-real-time-inquiry-screen\/\">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":[986,761,989,964,988,990,131,991,159,162,163,164,165,166,169,678,939,184,185,186,187,188,189,987,745,741,736,739,747,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,737,679,671,683,681,673,733,687,680,686,684,716,424,425,734,430,735,454,458,461,462,463,806],"class_list":["post-5802","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-accessibility","tag-customer-no","tag-deny","tag-erp-customer-details","tag-field","tag-field-security","tag-filter-real-time-details","tag-grant","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-inquiry","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-profile","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-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-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-300","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration","tag-user"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5802","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=5802"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5802\/revisions"}],"predecessor-version":[{"id":5811,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5802\/revisions\/5811"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}