Promote Salesforce Contacts to Sage 300 ERP using GUMU™

By | July 14, 2017

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 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to Sage ERP 300.

In Sage 300 each account has one Contact and each address has one contact. In this, we will discuss only promoting Account’s contact.

Please follow the below steps how to promote Contact to GUMU™ SAGE 300 ERP.

-> Login to Salesforce.

-> Go to App menu and select “GUMU Integration” App.

-> Click on “Accounts” tab. Select account for which you want to promote contact.On account layout click on the button “New Contact”.Enter details you want to promote for contact.

Promote Contact 1

Promote Contact 1

-> Select checkbox “Is Primary Contact” else contact will not get promoted and will be saved only in salesforce.

Promote Contact 2

Promote Contact 2

 

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integration, third-party add-on development and implementation expertise.

Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix has some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50. We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.

For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.

 

Also Read:
1. Import data using GUMU™ SAGE 300 ERP Integration for Salesforce
2. Promote Sales Order from Salesforce to Sage 300 ERP
3. Promote Shipping Address in Salesforce- Sage 300 Integration
4. Promote Salesforce Account to Sage 300 Customer
5. Using GUMU Link existing Salesforce Accounts with Sage 300 ERP Customers