In this blog, we will discuss one of the key features of GUMU™ Integration. You can promote an already existing Account in Salesforce as a Customer in Sage 300.
Note: It is mandatory to synchronize some required entities such as Category and Tax group before promoting a customer to the Sage 300.
-> 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 300 Customer. The Account detail screen appears as below along with a Promote Customer button.
-> 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
Category – Specify the Category
Tax Group – Specify the Tax Group
Customer No – Specify the non-existing Customer No.
-> Click on Promote button. The corresponding Account gets promoted to Sage 300 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.
Below is the screenshot of the Promoted Account in Sage 300-
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 email@example.com. We will be glad to assist you.