In this blog post, we explore a powerful feature of our GUMU™ integration that delivers dynamic, user-configurable functionality across multiple critical tabs including Unlink Account, Link Account, Bulk Post, Bulk Update, Sales Orders, and AR Invoice. Each tab intelligently adapts based on user-defined configurations, offering customizable field displays via field sets and supporting seamless, real-time… Read More »
Discover the new Quick Line Entry feature for Quotes in Salesforce, now available through GUMU™ integration for Sage X3, Sage 100, and Sage 300 Cloud ERP. This powerful addition enables users to effortlessly add multiple products to a Quote in one go, streamlining the process, enhancing user experience, and ensuring data consistency across Salesforce and… Read More »
Discover the latest enhancement in GUMU™ for Salesforce — the New ERP Product button, now available on the standard Order object. This powerful feature allows users to manually add Order Line Items by entering key product details directly, streamlining the process and improving order management efficiency. How to use the New ERP Product Quick Action… Read More »
2025 isn’t just another year — for financial services, it’s a turning point. Customer expectations are rising, risks are evolving faster, and regulators aren’t slowing down. Yet many financial institutions are stuck with outdated Salesforce setups — built for where they were, not where they’re going. This isn’t about adding more tools — it’s about… Read More »
As part of our mission to simplify ERP integrations and enhance user workflows, we’re excited to introduce a powerful new upgrade to the GUMU™ Salesforce integration:Order Promotion is now available directly on the standard Salesforce Order record page fully compatible with all supported ERPs. What’s New ? Previously, promoting a Sales Order required users to… Read More »
In this blog, we will explore a key feature of GUMU™ Integration within the Lightning interface: the enhanced support for displaying Customer Statistics from Sage 100. This powerful functionality enhances the ERP Addresses and Fields tab under the Account object by seamlessly integrating real-time data from the ERP system, ensuring accurate and up-to-date information representation.… Read More »
The latest enhancement to the GUMU™ Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching… Read More »
The financial services industry is evolving. And AI is at the forefront of this transformation. Leading the way in this transformation is the Salesforce AI-powered CRM. Salesforce is redefining how institutions interact with clients, manage risks, and streamline operations. With AI-driven analytics, financial advisors can go beyond tracking customer behavior – they can predict it.… Read More »
We’re excited to unveil a powerful new addition to the GUMU™ integration Real-Time AR Aging crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the ERP Addresses and Fields tab on the Account object by pulling aging data directly from the AR_Customer entity in Sage 100. How to… Read More »
Choosing the right Salesforce edition for your business can be challenging. With multiple features, AI-powered automation, and different pricing, how do you decide between Salesforce Enterprise Edition and Salesforce Unlimited Edition? To help you make an informed choice, let’s compare Salesforce editions. Salesforce Edition Comparison: Key Differences 1️. Features & AI-Powered Insights Salesforce Unlimited Edition… Read More »
