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.
Follow these steps for creating the default entities:
- Click on “App Launcher” → “GUMU Settings” tab → “Configuration” tab.
- Navigate to the Integration for which the default entities are to be created.
- Click on the “+” icon in the Action list, corresponding to the chosen Integration.
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.
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 firstname.lastname@example.org
Greytrix – a globally recognized and one of the oldest Sage Development Partner and 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 X3, 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.
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.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at email@example.com. We will be glad to assist you.
- Promote Salesforce Account to Sage Customer using GUMU™ lightning version
- GUMU™ Features – Security Matrix in Salesforce Lightning Interface
- GUMU™ Salesforce Import Routine – Tricks and Facts about the use of Filter Functionality
- GUMU™ Salesforce Import Routine – Tricks and Facts about creating Relationship between Entities