In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »
The purpose of this blog is to offer a resolution for the “Field not Expected into Group” error in Sage X3 Salesforce Integration. In the intricate integration setup between Salesforce and Sage X3 ERP, encountering errors during entity record promotions can disrupt the smooth flow of data. How does the error “Field not expected into… Read More »
In this blog, we will explore the necessary steps to address the issue encountered while promoting Customer from Salesforce to Sage 300 Cloud ERP, specifically the “Error while promoting Customer from Salesforce to ERP: 404 Not Found. It appears that a service restart is required.” This error message indicates a 404 Not Found status, signaling… Read More »
In this blog, we will address how to resolve the error AR Division Number is greater than 2 character when attempting to add a product in Salesforce. Our provided steps will lead you through the resolution of this error, which often arises from incorrect static files. This particular issue is linked to the static files… Read More »
This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU™ Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU™ integration bestows them with comparable control over integration access.… Read More »
In this blog, we will be discussing on one of the key features of GUMU™ Integration using the new Lightning interface on how you can promote Account as Customer which is already existing Salesforce CRM as “Account” as a “Customer” in Sage Intacct ERP. Note: It is mandatory to synchronize Location Entities before promoting a… Read More »
Salesforce provides a wide range of Profiles which is assigned to every user as per their Role in the Organization. GUMU™ Integration utilizes these Profiles for allowing and restricting access for using the functionality provided by the Integration. System Administrator plays a vital role in Salesforce and has access to overall features of the Org.… Read More »
Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time, bi-directional link. Using GUMU™, users can sync data between Salesforce to Sage ERP and vice versa. In this blog, we have detailed how users can synch additional field values and override certain field values while promoting Sales Orders… Read More »
Our GUMU™ Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.… Read More »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage 300 ERP. Note: It is mandatory to synchronize some entities such as Category, Tax Group which are set as required for a customer in Sage… Read More »