Modifying Import Routines<\/span><\/em><\/strong><\/h4>\n\n\n\n- Open the \u201cProduct<\/strong>\u201d import routine as displayed below the image.<\/li><\/ul>\n\n\n\n
![\"Product](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/11\/1.-Product-Import-Routine.png\")
<\/a><\/center>\nProduct Import Routine<\/i><\/center><\/font>\n\n\n\n- Once the user opens the Product import routine, go to the \u201cDetails<\/strong>\u201d tab. And click on the \u201cEdit<\/strong>\u201d button to add new mapping as shown below image.<\/li><\/ul>\n\n\n\n
![\"Mapping](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/11\/2.-Mapping-of-Product.png\")
<\/a><\/center>\nMapping of Product<\/i><\/center><\/font>\n\n\n\n- As a result,<\/em>They will find the Target field label as \u201cActive<\/strong>\u201d which should be always kept as \u201cTrue<\/strong>\u201d.<\/li>
- Using this the Product that will import\/update through the import routine, however, <\/strong>will be mark as \u201cActive<\/strong>\u201d for use in Salesforce. Finally, click on the \u201cSave<\/strong>\u201d button. (Refer to the below image)<\/li><\/ul>\n\n\n\n
![\"Add](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/11\/3.-Add-Active-checkbox.png\")
<\/a><\/center>\nAdd Active checkbox<\/i><\/center><\/font>\n\n\n\n- When the user has saved the changes, they need to click on the \u201cSync<\/strong>\u201d button. This is an on-demand\/manual request to import new\/updated products from Sage to Salesforce.<\/li>
- User can go to the \u201cLog<\/strong>\u201d section and click on the \u201cRefresh<\/strong>\u201d button to check the logs. The logs generated will state \u201cJob Started<\/strong>\u201d & \u201cJob Finished<\/strong>\u201d successfully.<\/li><\/ul>\n\n\n\n
![\"Import](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/11\/4.-Import-Log-Section.png\")
<\/a><\/center>\nImport Log Section<\/i><\/center><\/font>\n\n\n\n- Once the sync successfully runs. The Product import routine, will automatically keep All<\/strong> the Product Statuses as \u201cActive<\/strong>\u201d. This will make sure that the product can be used in Salesforce (For more clarification refers to the below image).<\/li><\/ul>\n\n\n\n
![\"Bulk](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/11\/5.-Bulk-Activated-Product.png\")
<\/a><\/center>\nBulk Activated Product<\/i><\/center><\/font>\n\n\n\nBy following the above steps user can bulk activate all the Products in Salesforce with the help of the import routine.<\/p>\n\n\n\n
We hope that using the details mentioned in the blog, you can successfully activate the Products in Salesforce. If you still have queries or any related problem, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>.<\/p>\n\n\n\nAbout Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n- GUMU™ Features \u2013 Experience Real-time Product Inquiry in SF \u2013 Sage 100 Integration<\/a><\/strong><\/li>
- GUMU™ Features \u2013 Import or Export Entity Mapping in Sync routines using GUMU™ Lighting Interface<\/strong><\/a><\/li>
- Import Entity Routine in GUMU™ New Pure Lightning Interface<\/strong><\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
<\/a><\/center>\n- Once the user opens the Product import routine, go to the \u201cDetails<\/strong>\u201d tab. And click on the \u201cEdit<\/strong>\u201d button to add new mapping as shown below image.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Mapping of Product<\/i><\/center><\/font>\n\n\n\n - As a result,<\/em>They will find the Target field label as \u201cActive<\/strong>\u201d which should be always kept as \u201cTrue<\/strong>\u201d.<\/li>
- Using this the Product that will import\/update through the import routine, however, <\/strong>will be mark as \u201cActive<\/strong>\u201d for use in Salesforce. Finally, click on the \u201cSave<\/strong>\u201d button. (Refer to the below image)<\/li><\/ul>\n\n\n\n
<\/a><\/center>\nAdd Active checkbox<\/i><\/center><\/font>\n\n\n\n - When the user has saved the changes, they need to click on the \u201cSync<\/strong>\u201d button. This is an on-demand\/manual request to import new\/updated products from Sage to Salesforce.<\/li>
- User can go to the \u201cLog<\/strong>\u201d section and click on the \u201cRefresh<\/strong>\u201d button to check the logs. The logs generated will state \u201cJob Started<\/strong>\u201d & \u201cJob Finished<\/strong>\u201d successfully.<\/li><\/ul>\n\n\n\n
<\/a><\/center>\nImport Log Section<\/i><\/center><\/font>\n\n\n\n - Once the sync successfully runs. The Product import routine, will automatically keep All<\/strong> the Product Statuses as \u201cActive<\/strong>\u201d. This will make sure that the product can be used in Salesforce (For more clarification refers to the below image).<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Bulk Activated Product<\/i><\/center><\/font>\n\n\n\n By following the above steps user can bulk activate all the Products in Salesforce with the help of the import routine.<\/p>\n\n\n\n
We hope that using the details mentioned in the blog, you can successfully activate the Products in Salesforce. If you still have queries or any related problem, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n
About Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n
- GUMU™ Features \u2013 Experience Real-time Product Inquiry in SF \u2013 Sage 100 Integration<\/a><\/strong><\/li>
- GUMU™ Features \u2013 Import or Export Entity Mapping in Sync routines using GUMU™ Lighting Interface<\/strong><\/a><\/li>
- Import Entity Routine in GUMU™ New Pure Lightning Interface<\/strong><\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
- GUMU™ Features \u2013 Import or Export Entity Mapping in Sync routines using GUMU™ Lighting Interface<\/strong><\/a><\/li>
- GUMU™ Features \u2013 Experience Real-time Product Inquiry in SF \u2013 Sage 100 Integration<\/a><\/strong><\/li>
- User can go to the \u201cLog<\/strong>\u201d section and click on the \u201cRefresh<\/strong>\u201d button to check the logs. The logs generated will state \u201cJob Started<\/strong>\u201d & \u201cJob Finished<\/strong>\u201d successfully.<\/li><\/ul>\n\n\n\n
- Using this the Product that will import\/update through the import routine, however, <\/strong>will be mark as \u201cActive<\/strong>\u201d for use in Salesforce. Finally, click on the \u201cSave<\/strong>\u201d button. (Refer to the below image)<\/li><\/ul>\n\n\n\n
- As a result,<\/em>They will find the Target field label as \u201cActive<\/strong>\u201d which should be always kept as \u201cTrue<\/strong>\u201d.<\/li>