GUMU™ Salesforce Tricks and Tips – about the use of Filter in Import Functionality

By | July 31, 2019

In this blog, we are about to discuss how to filter & import specific data from Sage 100 ERP to Salesforce using the new GUMU™ Interface using the Lightning Component.

Kindly follow the steps stated below in order to use filter functionality in Salesforce: –

  • Login to Salesforce Org.
  • Navigate to app launcher and select “GUMU Settings” from app list.
GUMU-Settings
  • Click on “Entity Mapping/Import” tab to view entity list page.
Entity-Mapping-Import
  • Select the entity for which you want to run the import routine and go to the “Details” tab.
  • Click on “Filter” tab to add filter and click the “Edit” button.
Details-Filter-and-Edit
  • Click on “Add Filter Row” button to add filter.
Add-Filter-Row
  • Select “Source Field” value from drop down, which shows all the fields of Sage 100 related to the API name.
  • Select “Operator” value from drop down.
  • Enter the “Value”.
  • Click on ”Active” to active the filter.
Filter-Row
  • You can go on adding as many filter rows as you need, all of them will be applied with an “AND” operator to the data. Once done, simply click on “Save” and on the next execute the data will be filtered and brought over.
Added-Filter

For example as shown in the above image, we needed to add import a particular product through the Import. So in the Source Field we selected “Item code”. In the Operator we selected “Equals” and in Value entered “8007” i.e. Item code value. If the user wants to skip any unwanted data, he can simply change the operator with “not equal to”, then the particular data will be skipped.

Please take a note that the import routine will not delete the previously imported data and the user will have to delete the unwanted data manually or through a data tool or they can contact us on salesforce@greytrix.com for assistance.

About Us

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 X3(Sage Enterprise Management), 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 salesforce@greytrix.com. We will be glad to assist you.

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