In this blog, we will discuss one of the key feature of GUMU™ Integration. You can promote an already existing Account in Salesforce as a Customer in Sage 100.
Note: It is mandatory to synchronize some required entities such as AR Division, Terms code, Ship Method and Tax schedule before promoting a customer to the Sage 100.
-> Click on GUMU Integration app.
-> Click on Accounts tab. A list of all Accounts in the Salesforce Organization is displayed.
-> Open an Account which is not linked with any Sage 100 Customer. The Account detail screen appears as below along with a Promote Customer button.
Account page
-> Click on Promote Customer button. The screen navigates to a page for entering details required for promoting a Customer.
-> Fill the required details-
Integration – Specify the configured Integration name
AR Division – Specify the AR Division
Terms Code – Specify the Terms code
Ship Method – Specify the Ship Method
Tax Schedule – Specify the Tax Schedule
Sales Person – Specify the Sales Person
Customer No – Specify the non-existing Customer No.
Promote Customer page
-> Click on Promote button. The corresponding Account gets promoted to Sage 100 and can be viewed in the ERP system.
To verify if an Account is promoted, click on the Customer No link below and it will display the real time details of a Customer.
Promoted Account in Salesforce
Below is the screenshot of the Promoted Account in Sage 100-
Promoted Account in Sage 100
About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.
Related Posts
- Salesforce side configuration for GUMU Salesforce – Sage 100 ERP Integration
- Creation of Default Entities and Mappings using GUMU™ SAGE 100 ERP Integration for Salesforce
- Real-time details in GUMU™ SAGE 100 ERP Integration for Salesforce
- Real-time details in GUMU SAGE 300 ERP Integration for Salesforce