GUMU™ Salesforce Tricks and Tips – about creating Relationship between Entities Import Routine

By | August 21, 2019

We have already described the details of how Entity Sync Mapping functionality of GUMU™ can help you import any data from your Sage ERP system to Salesforce.

In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can be brought over to Salesforce.

There are already some relationships present in the entity mapping for some standard Objects such as Orders, Order Products etc. But if we want to create a new relationship, we can create them with the help of steps mentioned below.

Prerequisites:- You need to create the Lookup relationship for that object to link it to another Object.

Create new import routine for custom/standard Object.

Import Routine for Custom Object

Now, to set the relationship, you need to select the Lookup field which was created in the Salesforce Object. In the “Target Field” and the “Source Field” you will have to select the ERP field followed by the “Parent Object” of the “Target Field”. For better understanding refer the image below.

Relationship in Import Routine

After creating the above relationship, whenever you sync the data from ERP to Salesforce, we will get all the record related to that Object. For example, if you want to display the location in Salesforce custom Object then you need to create formula fields for the Location. After creating the formula fields, create the relationship in the import routine of the custom Object where you want to display the Location details.

Location Details

Go to the Import Routine and create the relationship for the Location.

Updated Relationship

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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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