This blog is related to the Standard Account Duplication rule that’s present in Salesforce. Since, GUMU™ integration processes “Account Import” functionality for importing Sage 300 Customers, in this blog we will be learning on how to control the issue.
If an “Admin” is attempting to import customer from Sage 300 to Salesforce, there is a possibility that he might encounter the “Duplicate Account” issue because of the criteria.
The following steps are needed to be performed. If a user is attempting to import Customer from Sage 300 to the Salesforce org.
- Click on “App Launcher”
- Click on “GUMU Setting” Application
- Click on “Import data” Module
- Click on “Import Customer” Import routine, or in case you have customized the same as per your business need, please refer the same.
- Click on the “Sync Now” button
- On clicking “Sync Now” button present on import routine page, the user receives the below error .
This indicates that, the Account you are trying to import is similar to the Account which is already present in the Salesforce org. Therefore, the integration indicates this validation. Hence,particular customer import from Sage 300 to Salesforce is prevented and so we need to link the existing Salesforce Account with Sage 300 Customer, only if all the data of particular Sage 300 Customer is same as the Salesforce Account. Also, if all the data of particular Sage 300 Customer is not similar to Salesforce Account, in this scenario, you can deactivate the duplication rule and import the particular Customer in Salesforce.
The standard Account matching rule identifies duplicate Accounts using match keys, a matching equation, and matching criteria. It’s activated by default.
Steps to Activate/Deactivate Account Duplication Rule.
- Click on “Setup”
- Type “Duplicate” in the Quick box
- Click on the “Duplicate Rules”
- Click on “Standard Account Duplication Rule”
- Click on “Activate/Deactivate”
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.
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