In this blog, we will showcase how the new Salesforce – Sage ERP sync option will help users sync additional field values from the Salesforce object to the corresponding Sage X3 ERP module.
For instance, if you want to enable real-time updates of the “Sic Code” field for the Integrated Account of Salesforce to Sage X3 Customer. Follow these easy steps to execute the above:
- Log in to Salesforce Org.
- Navigate to app launcher and select ”GUMU Settings” from the App list.
- Click onto the Import Routine specific for Customers. Navigate to the “Details tab” and click on “SF to ERP” Option.
- Click on the Edit button and then Refresh Fields.
- Map Sic Code field in Salesforce Account object with the corresponding Sic Code field of the Sage X3 Customer module.
- Once the mapping is set, click on the Save button to commit the changes.
- Through this new user-defined mapping, users can now update any field value. Here the Sic Code value of a particular Account from Salesforce to Sage X3 ERP system on a real-time basis.
For e.g. the Sic Code value for the Account in Salesforce when updated, will automatically reflect back on the Sage X3 ERP for the selected 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 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.
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