In Sage 100 (US) system, each account has one or more than one Contacts, whereas Salesforce supports multiple contacts. Here, in this blog, we will discuss on how to promote Contacts from Salesforce to Sage 100 ERP. As well as how to update contact records on Real Time basis using GUMU™ Lightning version. Below are the steps that needs to be follow inorder to promote Contact to GUMU™ Sage 100 ERP.
- Firstly, login to Salesforce.
- Secondly, go to App menu and select “GUMU Integration” App.
- Thirdly, click on “Accounts” tab. Select a linked/promoted Account for which you want to promote contact.
- Finally, on the Account layout, you will see the Contact section under related tab and you need to click on “New” button as shown in below image.
- Once the Contact page will open, fill all the required information and Click on “Save” button, which will Save the Contact in Salesforce and promote it to Sage 100 ERP system.
- In addition, you can view the promoted Contact in Sage 100 system as displayed in below image.
- In addition, we can update Contact information from Salesforce to Sage 100 system on Real-Time basis.
- We will update E-mail ID for Promoted Contact in Salesforce and once we will click on “Save” button, it will update the E-mail ID in Sage for particular contact (For more clarification refer the below images).
By following the above steps, you can Promote Contact as well as update Contact records on Real Time basis between two systems.
We hope that using the details mentioned in the blog, you are able to successfully activate the Products in Salesforce. If you still have queries or any related problem, do not 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.