Creation of Default Entities and Mappings using GUMU’s New Lightning Interface

By | October 23, 2019

Data between a Sage ERP and Salesforce can be synced by utilizing “Entity mappings” functionality of GUMU™. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU™ Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually create entity and mapping for some basic (Salesforce CRM) entities with related data from Sage ERP.

Prerequisites:
– Ensure that Lightning View is enabled in Salesforce Org.
GUMU™ Integration package is installed
ERP is configured with Salesforce

Follow these steps for creating the default entities:

  • Click on “App Launcher” → “GUMU Settings” tab → “Configuration” tab.
Configuration
Configuration
  • Navigate to the Integration for which the default entities are to be created.
Integration Selection
Integration Selection
  • Click on the “+” icon in the Action list, corresponding to the chosen Integration.
Create Entity
Entity and Mapping Prior to hitting the “Create Entity” button

The default entities and the default entity mappings are automatically created and can be seen in the “Entity Setting” and “Entity Mapping/Import” tabs respectively.

Entity and Mapping records
Entity and Mapping records after the default records created

Once the entities are created they can be updated for synching additional fields.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com

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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