This blog highlights the instructions to create a new Integration with Sage X3 ERP using GUMU™ new interface in Salesforce Lightning Mode.
- LIGHTNING MODE IS ENABLED
- Login into Salesforce and click “Switch to Lightning Experience”
- GUMU PRODUCT IS INSTALLED
- Click on Setup
- In Quick Find, type “Installed Packages”
- Check if “GUMU Integration” is listed.
- CONFIGURE REMOTE SITE SETTINGS
Follow the below steps in order to create a new configuration in Salesforce Lightning using GUMU™:-
- Click on “App launcher” → ”GUMU setting” tab → ”Configuration”.
- Click on “New Integration”
- In the popup, select the “Sage X3” ERP system name from the drop down menu. Click on “Next”.
- Web Service URL: Enter the web service URL in the field provided.
- Name: Provide an appropriate name for the configuration. The name should be unique.
- Synchronization: Synchronization signifies the direction of the sync. It can be classified as:
- Salesforce to ERP: Syncs data from Salesforce to ERP. Salesforce is set to be the Master
- ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the Master
- Both: Bidirectional sync. Latest data update in any System is the Master
- Default: If selected, the configuration becomes default integration for all the corresponding pages. This is helpful if you don’t want the user to always remember to select the integration.
- Inactive: If selected, the configuration becomes inactive.
- Pool Name: Provide pool name of X3 ERP to be used for integration.
- Pool Username: Provide the username setup for accessing X3 ERP data through pool.
- Pool Password: Provide the password setup for accessing X3 ERP data through pool.
- X3 Folder Name: Provide the folder name of the Sage X3 ERP system that needs to be integrated with Salesforce.
- Language: Provide the language that has been setup in the Sage X3 folder specified above.
- Version: Provide the version of the Sage X3 ERP system.
- Once all the details are entered, click on “Test Connection” to check if connection is being established.
- If the connection is successfully established, click “Save”.
Experience the new version of GUMU™ integration for Salesforce with various Sage system, readily available on Salesforce AppExchange
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