Zumzum Financials Knowledge Base
Overview:
In Zumzum Financials, administrators have the capability to finely customise and manage the features of the Account object using Custom Metadata Types within the Salesforce setup. This powerful functionality allows for precise configuration of Account-related settings to align with specific organizational needs and workflows.
Once configurations are tailored and tested in a sandbox environment, they can be efficiently deployed across different Salesforce instances using change sets. This deployment process ensures consistency in feature implementation and adherence to organisational standards. Key customisation options include enabling or disabling specific Account features based on business requirements, configuring field visibility, accessibility, and page layouts to optimize user interaction, and implementing validation rules and workflow automation to enhance data integrity and operational efficiency. Integration capabilities also enable seamless data exchange with external systems or other Salesforce modules, facilitating enhanced data synchronisation and overall business process efficiency. By leveraging these customisation capabilities, administrators can effectively streamline account management processes, improve user productivity, and adapt operations to meet evolving business needs within Zumzum Financials.
Use the below settings to enable, disable and configure features for the Account object in Zumzum Financials.
Account Settings Custom Metadata Type
See below for Account Settings Custom Metadata Type.
Account Settings Custom Metadata Type
| Field | Description | Default Value |
|---|---|---|
| Credit Hold for Over Credit Limit | Automatically check or uncheck the account On Hold field, if the Account Total Balance is equal to or greater than the Credit Limit. | Unchecked |
| Credit Hold for Overdue Invoices | Automatically check or uncheck the account On Hold field if the Sales Invoice Paid is Y/N. | Unchecked |
| Disable Account Number Uniqueness Check | When this is selected, the Account Code unique check is disabled. | Unchecked |
| Zumzum Accounting Customer Field | Enter the field which is checked to see if the Account is a Customer. Enter the API name of the field you wish to use | Type |
| Zumzum Accounting Customer Value | The field values that will be used by Zumzum Financials to check if the Account is a “Customer”. Separate multiple values with a comma | Customer |
Find more about Custom Metadata Types in Salesforce and learn how to configure Custom Metadata Settings in Zumzum Financials here to optimise your account management processes. Explore enabling/disabling features, configuring field visibility, setting up validation rules, and integrating seamlessly with external systems for enhanced efficiency and productivity.