Businesses have new leads and leads might be turned into accounts over a period of time. They may be ready to execute a transaction. One of the key features of Sage X3 integration with Salesforce is promoting customers from the CRM to the ERP end. Greytrix GUMU™ integration for Salesforce with Sage X3 allows users to get that account into Sage X3 by the click of a button.
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 X3.
– > 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 X3 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
Category- Specify the Category
Currency- Specify the Currency
Language- Specify the Language
Payment Terms- Specify the Payment Terms
Tax rule- Specify the Tax rule
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 X3 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 X3-
Promoted Account in Sage X3
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.