This blog post is regarding one of the features of our GUMU™ integration product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to break the transactions, which works, real-time. After unlinking, the user will not be able to access real-time ERP data or create a Sales order or carry out any other transaction.
To Unlink, please follow the below steps:
- Log in to your Salesforce Org.
- Go to the “GUMU Settings” app.
- Click on the “Unlink Account” module.
- Select Integration from the List of Integration as shown on screen.
- The user can filter the Account name to find any specific account by entering the “From Account Name” and “To Account Name” fields.
- Click on the “Get List” button to get the linked Accounts/Customer list as shown in the screen below.
- Select the Account(s) from the list to break the linkage.
- Finally, click on the “Unlink” button to remove the link for the selected Sage ERP account(s).
In this way, the user can remove the link between Salesforce Account and Sage ERP Customer records.
Please take a note that removing the linkage doesn’t delete the imported transactional data for the specific Account(s). An admin will have to remove them using the data tools or you can contact us on email@example.com for assistance.
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner, 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 and Sage PSG 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 Sage integration for Sage X3, Sage 100 and Sage 300. 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. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
For more information, please contact us at firstname.lastname@example.org. We will be glad to assist you.