Our GUMU™ Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.
Previously, if an error was encountered while Customer Promotion due to inaccurate data, like incorrect zip code, incompatible country code in the Addresses tab or the one shown below, the user would have had to re-enter all the data that is required for promotion to ERP after rectifying the inaccurate data.
This issue can be easily bypassed by simply clicking on a button provided by our new update.
While promoting an Account, just before clicking on the Promote button, click on the Save button shown below.
This saves the ERP information that is entered in the Promotion pop-up. Therefore, even if the Account is not promoted, the user doesn’t have to type in the data again. The User can just fix the incorrect data and return to this screen and simply click Promote. Thus, saving the user’s time and effort.
If you still have concerns and need more help with the integration product, please contact us at firstname.lastname@example.org.
Experience the GUMU™ integration for Salesforce with Sage ERP readily available on Salesforce AppExchange
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.