In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM.
Steps for assigning Sale Rep in Sage X3 for Customer:
-> Click on “Common Data” section in Sage EM/X3
-> Click on “Customers”
-> Select the customer for which you want to assign the sales-rep.
-> Click on “Save” button.
Steps for Mapping Salesperson:
-> Go to “GUMU Settings” in the App menu.
-> Click on “Map Salesperson”.
-> Select the integration from the list if the default one is not loaded, enter filter values (if needed) for first & Last name values and click on “Find” button.
-> Once the list loads start mapping the respective Sage X3/EM Sales Rep with Salesforce user.
For e.g.: please refer the below screenshot in which we have mapped Sage X3 Sales rep “NA101” with Salesforce user “Software Service”.
-> Click on “Save” button
-> Once the mapping is done, then start the import routine.
-> Now you can view the Sage EM/X3 Sales rep as account owner in Salesforce.
This will map your Sage X3 Sales Rep field with Salesforce account owner field bi-directionally:
Sage X3 to Salesforce side: If you import any customer from Sage X3 using GUMU Import routine, which contains “NA101” as a salesperson. Then in Salesforce while creating/updating that Company, Account Owner value will be set as “Software Service” as he is the Salesforce user mapped with “NA101” in the Salesperson Mapping.
Salesforce to Sage X3: If you create any new customer in Salesforce and try to promote it to X3 then while promoting that customer to X3, it will auto load the sage X3 salesperson in the salesperson field which is already mapped with that company’s Account owner field in Salesperson mapping.
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 offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require 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 protected]. We will be glad to assist you.