GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP

By | November 11, 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 be discussing how users can synch Additional Fields values for Accounts from Salesforce object to the corresponding A/R Customers in Sage 300 ERP system.

Kindly follow the below steps:-

  • Login  to Salesforce Org.
  • Navigate to app launcher and select “GUMU Settings” from app list.
GUMU™ Settings
GUMU™ Settings
  • Click on “Entity Mapping/Import” tab.
Sage 300 Entity Mapping Import
Sage 300 Entity Mapping Import
  • Click onto the Import Routine specific for Account. The default routine created by GUMU™ is <Integration Name>-Customer or simply look out for the name “ARCustomersFinder” in the Web Service Method column of the list.
  • Click on the “Details” tab and then the “SF to ERP” tab in it.
SF to ERP Tab
SF to ERP Tab
  • Click on “Edit” Button and then click on “Refresh Fields” .
  • Add the mapping for “Payment Code” field in Salesforce Account Object with respective “Payment code” field from Sage 300 system.
Entity Details - Add Mapping
Entity Details – Add Mapping
  • Click on the “Save” button.
  • For example, as shown in the below image, we enter the “Payment Code” value for the account “DEMO ACCOUNT” in Salesforce; the changes are automatically reflected in the Sage 300 ERP Customer screen for the selected Account/Customer.
Salesforce Account - Payment Code Value
Salesforce Account – Payment Code Value
Sage 300 Customer - Payment Code Value
Sage 300 Customer – Payment Code Value

We hope the above blog proves resourceful in synching additional fields from Salesforce to Sage 300 ERP system. If you still have queries, don’t hesitate to contact us on 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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