In our previous blog we had seen how to Promote an Account of Salesforce as a Customer in Sage X3. Now, we will see how to promote multiple Shipping addresses from Salesforce to Sage X3.

Pre-requisite- An Account in Salesforce should already be linked with the Sage X3 Customer. Now for promoting a new Shipping Address,

– > Open a linked Account in Salesforce.
– > Go to its related list of Addresses. You will see an already existing list of Addresses.

Shipping Addresses

Shipping Addresses

– > If you want to add an additional address, click on New Address button. The below page will appear-

New Shipping Address

New Shipping Address

– > Enter the necessary details.

Save and Promote Address

Save and Promote Address

– > Click on Save button. Clicking on Save will save this address only in Salesforce and will not promote it to Sage X3.
– > Click on Save and Promote button. Clicking on Save and Promote will save this address in Salesforce as well promote it to Sage X3. The below image displays the saved and promotes Address in the Address list of Salesforce-

Saved and Promoted Address

Saved and Promoted Address

The corresponding address is promoted to Sage X3. Please refer below screenshot-

Promoted Address in Sage X3

Promoted Address in Sage X3

Similarly, for promoting an already existing Shipping Address,
– > Open an already existing Shipping Address for a linked Account.
– > Modify the address as required.

Modify Address

Modify Address

– > Click on Save and Promote button. Clicking on Save and Promote will save this address in Salesforce as well promote it to Sage X3. The below image displays the saved and promotes Address in the Address list of Salesforce-

Save and Promote Address

Save and Promote Address

The corresponding address is promoted to Sage X3. Please refer below screenshot-

Promoted Address in Sage X3

Promoted Address in Sage X3

All the Address information entered in Salesforce is thus passed to Sage X3 for the corresponding Customer.

Also Read
1. Real-time details in GUMU SAGE X3 Integration for Salesforce
2. Create Entity in GUMU SAGE ERP X3 Integration for Salesforce
3. Syncing data using GUMU™ SAGE ERP X3 Integration for Salesforce
4. GUMU Salesforce Integration with Sage X3 – Configuration

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