To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM.
Kindly follow the below steps in order to preview the ERP data in new GUMU™ Lightning Component interface.
- Login to Salesforce.
- Navigate to “App launcher” and Click on “GUMU Settings”
- Click on the “Entity Mapping/Import” tab to view entity list page.
- Select entity for which you want to preview ERP data. And Click on the “Preview” button.
- After clicking on Preview button user can see the ERP Data of that particular entity as per the ERP-SF fields mapping.
- For Example as shown in the below image, we select the account entity, so by clicking on the preview button user will see the ERP Data of Account object.
- If the user wishes to import that displayed data, they can do so by clicking on the “Import” button. Also clicking on “Preview next” button user can see the next set of ERP Records.
Using this functionality user can verify the data that is being imported. 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 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 email@example.com. We will be glad to assist you.