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 100 and vice versa. Here, in this blog, we will discuss how to view & promote Address as default ship to/Primary from Salesforce to Sage ERP 100.
The following steps will allow users to view and promote address as default shipping from Salesforce to Sage 100 Integration in the new GUMU™ Lightning Component interface.
- Login to Salesforce.
- Navigate to Setup and select “GUMU™ Integration” from App launcher.
- Click on the “Accounts” tab. Select the account for which you want to promote address as default (the account for which you want to promote the address should be linked/promoted to Sage 100 already).
- Navigate by clicking on default shipping address button and fill the necessary details.
- After clicking the default ship Address button user is navigated to a window where the details of the shipping address are auto-populated since they were added when the account was created.
- Users can select “Yes” and set the default ship-to address and click on save and promote button.
The corresponding address is promoted to Sage 100. Kindly refer to the below image.
Greytrix – a globally recognized and one of the oldest Sage Development Partner and 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 (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.
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.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at email@example.com. We will be glad to assist you.