Configure “Salesforce Integration with Sage 300”

By | March 30, 2016

Configuration is the initial step of our GUMU™ Salesforce Integration with Sage 300. Without configuration, user cannot process or access any feature of the integration. For this, the user has to establish connection between Salesforce and ERP Sage 300 by providing configuration details. Once connection is successful, user can make all transactions like Import data from ERP, create sales order, promote accounts from Salesforce to ERP etc.

Steps to create new configuration in Salesforce

Sage 300 Integration in Salesforce
1) Login to your Salesforce Org.
2) Go to Administration Tab.
3) Click on the Configuration Tab to open the Configuration list Page.
4) A list of existing configurations will appear on the screen if the configuration has already been created.
5) If not, then click on “New Integration” button to create a connection.
6) After clicking on “New Integration” button, configuration window will appear. Refer the below screen.

Integration Settings for Sage 300

7) ERP System: To create new connection, first select ERP system from the list as shown in screen. After selection of ERP system, company details will be displayed on the screen.
8) Web Service URL: Put your web service URL in the field provided.
9) Name: Provide a name to the configuration. Name should be unique.
10) Synchronization: – Synchronization provides you the way of syncing data. It can be either one way or both. Below are the types of Synchronization –

a. Both: It works by syncing data from both the sides.
b. Salesforce to ERP: User can sync data from Salesforce to ERP.
c. ERP to Salesforce: User can sync data from ERP to Salesforce.

11) Default: If the user selects a configuration as default, it becomes default integration on all the integration pages.
12) Inactive: Configuration becomes inactive.
13) After entering integration setting details, move to the company level details for the ERP.
14) Company Code: Provide Company name of ERP for which you have to make a transaction.
15) Username: Provide the username of ERP System.
16) Password: Provide correct password of ERP system.
17) After entering all the details, click on “Test connection” button to test the connection.
18) If a connection is successful, click on “Save” button.

In this way, we can connect to the ERP system from Salesforce. After successful connection, a user will be able to use all the features of integration.


1. Real-Time, Bi-Directional Link data sync
2. Authorization Control
3. Entity Synchronization
4. Flexibility to configure
5. Easy to Promote Customers and Sales Orders
6. Linking / Unlinking Customers
7. Get a 360° view of all customer interactions
8. Better Sales-Operation alignment through cloud integration

Watch Demo of GUMU™ Integration for Salesforce with Sage 300

For more information on Salesforce – Sage 300 integration, read more

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Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users.

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