GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage 100 ERP

By | August 27, 2019

In the previous blog, we had a look on the features that have now been included in the new Lightning Interface for Import Entity Routine in GUMU™ Integration.

In this blog, we will show-case how the newly introduced Salesforce – Sage ERP synch option will help users in synching additional field values from Salesforce object to corresponding Sage 100 ERP module.

For Instance, you want to enable real-time update of Credit Limit field for the Integrated Account from Salesforce to Sage 100 ERP Customer. Follow these easy steps to execute the above:

  • Navigate to the GUMU™ Settings Page and click on the Entity Mapping/Import Option
Entity Mapping Import
  • Click onto the Import Routine specific for Customers. Navigate to the Details tab and click on SF to ERP Option.
SF TO ERP Details Tab
  • Click on the Edit button and then click on the Refresh Fields; add the mapping for Credit Limit field in Salesforce Account object with the corresponding credit-limit field in Sage ERP Customer module. Once the mapping is done click on Save button to save the changes.
Additional Field Information

Through this mapping, users can now update the credit limit value of a particular Account from Salesforce to Sage 100 ERP system on a real-time basis. For example, enter the credit limit value for the Account “American Business Futures” in Salesforce; the changes are automatically reflected back on the Sage 100 ERP Customer screen for the selected Customer.

Salesforce Account Page
Updated Sage 100 Customer Screen

We hope the above blog proves resourceful in synching additional fields from Salesforce to Sage 100 ERP system.

About Us
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 X3Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data MigrationIntegrated App developmentCustom 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 salesforce@greytrix.com. We will be glad to assist you.

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