Promote Shipping Address as default address in SF – Sage 100 Integration Lightning Interface

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Here, in this blog, we will discuss how to view & promote Address as default ship to/Primary from Salesforce to Sage ERP 100. The following steps… Read More »

Salesperson mapping functionality in GUMU™ with Sage 100 ERP

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. This blog is part 1 of the series of blogs explaining the “Salesperson Mapping” functionality implemented by GUMU™… Read More »

Unlinking Salesforce Accounts using GUMU™ lightning version

This blog post is regarding one of the features of our GUMU integration product wherein the user can remove a linked account that is already linked with Salesforce Account and Sage ERP Customer. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to… Read More »

Setting up the Sage 300 Integration in GUMU’s New Pure Lightning Interface

This blog highlights the instructions to create a new Integration with Sage 300 ERP (Accpac) using GUMUTM new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click “Switch to Lightning Experience”GUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type “Installed Packages”Check if “GUMU Integration” is listed.CONFIGURE REMOTE SITE SETTINGS STEPS:-… Read More »

Managed Assignment of GUMU™

In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU™ component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU™ integration GUMU™ creates a default permission set in your Salesforce environment. Below are… Read More »

Greytrix Partners with Akuna Solutions to Cater to the Growing needs of the Australian Economy with Salesforce CRM- Sage ERP Integration

Greytrix– a top integration and migration solutions as well as a one stop implementation and customization service provider of Sage softwares, is pleased to announce a strategic Partnership with Akuna Solutions for taking Salesforce CRM- Sage ERP integrations to the Australian market. Greytrix and Akuna Solutions have entered into a Partnership to implement cloud Salesforce… Read More »

Resolve Process Builder error while importing data using GUMU™

This blog is about how GUMU™ Integration Import Routine Logs provides information about an error while importing invalid data from Sage ERP to Salesforce. Let’s consider an example where a custom “Process Builder” created in Salesforce validates only those Contact created in Salesforce org which has email address appended as “tets.com”. Now the GUMU™ Integration… Read More »

Salesperson Mapping Functionality in GUMU™ with Sage EM ERP

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM. Steps for assigning Sale Rep in Sage X3 for Customer: -> Click on “Common Data” section in Sage EM/X3 ->… Read More »