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.
- Click on “Entity Mapping/Import” tab.
- 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.
- 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.
- 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.
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 email@example.com.
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 X3, Sage 100 and Sage 300. 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.
For more information, please contact us at firstname.lastname@example.org. We will be glad to assist you.