Zumzum Financials Knowledge Base
Overview:
Zumzum Financials offers robust customisation capabilities, allowing administrators to tailor the behaviour of various features to meet specific organisational needs. One powerful way to achieve this customisation is through the use of Custom Metadata Types within the Salesforce setup. This approach enables precise configuration of batch processing features, ensuring that financial workflows are optimised for efficiency and effectiveness.
Administrators can utilize Custom Metadata Types to control and customise the batch processing features in Zumzum Financials, adjusting settings to enhance operational alignment with business requirements. Key customisation options include enabling or disabling batch processing based on current needs, configuring batch sizes to balance workload and system resources, scheduling batch processing intervals for optimal performance, and implementing error-handling mechanisms to manage exceptions and ensure smooth operations.
Additionally, integration capabilities allow for seamless data exchange with other Salesforce modules or external systems, enhancing overall data synchronization and business process efficiency. Once configured in your sandbox environment, they can be deployed across Salesforce instances using change sets, ensuring consistency and adherence to organisational standards. By leveraging these customization capabilities, administrators can streamline financial workflows, improve data integrity, and adapt operations to evolving business demands within Zumzum Financials.
Use the below settings to enable, disable and configure features for the Zumzum Financials batch processing.
Batch Settings
Control the maximum number of records to include in a batch size, when using the Zumzum Financials capabilities which post transactions to the Zumzum general ledger.
| Field | Description | Default Value |
|---|---|---|
| Batch Size | Enter the maximum number of records to include in a batch process which posts transactions to the ledger. | N/A |
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.