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 »
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 »
GUMU™ Sage ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which sync data from Salesforce to Sage 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from Salesforce to Sage ERP… Read More »
In our previous blog, we had seen how to promote an Account of Salesforce as a Customer in Sage 300. Now, we will see how to promote multiple Shipping addresses from Salesforce to Sage 300. Try GUMU™ integration on Salesforce AppExchange today with features so compelling that will provide your organization with a chance to test and… Read More »