{"id":9858,"date":"2024-11-18T10:02:19","date_gmt":"2024-11-18T10:02:19","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=9858"},"modified":"2024-11-29T10:59:02","modified_gmt":"2024-11-29T10:59:02","slug":"effortlessly-import-sync-with-gumu-new-create-integration-stats-checkbox","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/11\/18\/effortlessly-import-sync-with-gumu-new-create-integration-stats-checkbox\/","title":{"rendered":"Effortlessly Import Sync with GUMU\u2019s new &#8220;Create Integration Stats&#8221; Checkbox in the Entity Mapping Header"},"content":{"rendered":"\n<p>In this blog post, we\u2019ll explore a new GUMU enhancement that introduces a &#8220;Create Integration Stats&#8221; checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. <\/p>\n\n\n\n<p>Since these records are generated as part of the sync process, they can accumulate over time and potentially exceed Salesforce\u2019s storage capacity. With this new feature,&nbsp;users can more effectively manage their storage, prevent performance degradation, and save on costs related to excessive data storage.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Create Integration Stats Checkbox in the Entity Mapping Header<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>Here\u2019s how you can utilize the &#8220;<strong>Create Integration Stats<\/strong>&#8221; option in the Entity Mapping Header. Follow the steps below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login to Salesforce.<\/li>\n\n\n\n<li>Navigate to the App Launcher in Salesforce.<\/li>\n\n\n\n<li>Click on the \u201c<strong>GUMU Settings<\/strong>\u201d from the app options.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/1.Click-on-GUMU&#x2122;-Settings-in-the-App-Launcher.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\/2024\/11\/1.Click-on-GUMU&#x2122;-Settings-in-the-App-Launcher.png\" alt=\"GUMU Settings\"><\/a><\/center><font size=\"2\"><center><i> GUMU Settings <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the \u201c<strong>Entity Mapping\/Import<\/strong>\u201d tab in the GUMU Settings.<\/li>\n\n\n\n<li>Click on the \u201c<strong>Edit Mapping<\/strong>\u201d action button to view the checkbox in the Entity Mapping Header.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/2.Click-on-the-Edit-Mapping-action-button.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\/2024\/11\/2.Click-on-the-Edit-Mapping-action-button.png\" alt=\"Edit mapping action button\"><\/a><\/center><font size=\"2\"><center><i> Edit mapping action button<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The \u201cCreate Integration Stats\u201d checkbox will be displayed in the <strong>Optional Setup<\/strong> section under the Header tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/3.Click-on-the-Create-Integration-Stats-checkbox.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\/2024\/11\/3.Click-on-the-Create-Integration-Stats-checkbox.png\" alt=\"\"><\/a><\/center><font size=\"2\"><center><i> <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the \u201c<strong>Create Integration Stats<\/strong>\u201d checkbox to enable it and then click on Save.<\/li>\n\n\n\n<li>To run the synchronization process for the import routine. Click on the <strong>Sync Now<\/strong> button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/4.Click-on-the-Sync-Now-button.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\/2024\/11\/4.Click-on-the-Sync-Now-button.png\" alt=\"Sync Now button\"><\/a><\/center><font size=\"2\"><center><i> Sync Now button <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Records will be generated only if the &#8220;<strong>Create Integration Stats<\/strong>&#8221; checkbox is checked before clicking the sync button. If it\u2019s not checked, no records will be generated.<\/li>\n\n\n\n<li>To track the creation of Integration Statistics records, go to the App Launcher and select <strong>Reports<\/strong>.<\/li>\n\n\n\n<li>In the <strong>Reports<\/strong> tab, click <strong>New Report<\/strong>.<\/li>\n\n\n\n<li>Select the report type as <strong>Integration Statistics<\/strong> and click <strong>Start Report<\/strong>.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/5.-Create-Integration-Statistics-report.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\/2024\/11\/5.-Create-Integration-Statistics-report.png\" alt=\"Creating Integration Statistics report\"><\/a><\/center><font size=\"2\"><center><i> Creating Integration Statistics report <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the desired columns to the report. Click <strong>Save &amp; Run<\/strong> to view the records.<\/li>\n\n\n\n<li>Using the new GUMU&#x2122; &#8220;Create Integration Stats&#8221; checkbox feature, users can choose to track the records created during the import sync process and view or manage them in Salesforce reports and dashboards.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/11\/6.View-the-Integration-Statistics-records.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\/2024\/11\/6.View-the-Integration-Statistics-records.png\" alt=\"View the Integration Statistics records\"><\/a><\/center><font size=\"2\"><center><i> View the Integration Statistics records <\/i><\/center><\/font>\n\n\n\n<p>By following the steps outlined in this blog, you will learn how to use the new &#8220;Create Integration Stats&#8221; checkbox in the Entity Mapping Header. <\/p>\n\n\n\n<p>If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about the integration product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce\/integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">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\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/23\/creation-of-default-entities-and-mappings-using-gumu-new-lightning-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creation of Default Entities and Mappings using GUMU\u2019s New Lightning Interface<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/31\/gumu-salesforce-import-routine-tricks-and-facts-about-the-use-of-filter-functionality\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Salesforce Tricks and Tips \u2013 about the use of Filter in Import Functionality<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/gumu-salesforce-import-routine-tricks-and-facts-about-creating-relationship-between-entities\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Salesforce Tricks and Tips \u2013 about creating Relationship between Entities Import Routine<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/11\/30\/new-gumu-chain-next-functionality-for-entity-mapping-import-in-gumu-settings-for-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">New GUMU Chain Next Functionality for Entity Mapping\/Import in GUMU&#x2122; Settings for Integration<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog post, we\u2019ll explore a new GUMU enhancement that introduces a &#8220;Create Integration Stats&#8221; checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. Since these records are generated as part of the sync process,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/11\/18\/effortlessly-import-sync-with-gumu-new-create-integration-stats-checkbox\/\">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":[1860,159,162,163,1732,165,169,801,678,184,185,187,188,189,1859,745,1734,736,739,747,359,360,361,730,732,731,364,367,370,374,377,378,744,740,738,746,743,389,400,401,402,737,679,671,683,681,733,687,680,686,684,716,424,425,734,430,735,454,1733,461,463,1861],"class_list":["post-9858","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-create-integration-stats","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300c","tag-gumusfsage300erp","tag-gumusfsageerpx3","tag-gumusfsagex3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-integration_statistics__c-object","tag-sage-100-connector-with-salesforce","tag-sage-300c-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-sagex3","tag-salesforce","tag-salesforce-sage-300","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-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-300c","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-x3-integration","tag-create-integration-stats-checkbox"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9858","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=9858"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9858\/revisions"}],"predecessor-version":[{"id":9875,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9858\/revisions\/9875"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=9858"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=9858"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=9858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}