Salesforce.com-Tips and Tricks
Greytrix is one of the oldest Sage Development Partner of two decades for Sage product lines and Reseller of Sage ERP and CRM. Greytrix has been awarded "Sage Partner of the Year" numerous times both as developers and resellers. In these blogs, Greytrix will endeavour to share its knowledge with regards to implementation, training, customisation, components and technology and help users to understand in depth techno – functional aspects of Salesforce.com To leverage the Greytrix advantage write to us at salesforce@greytrix.com
Follow us on LinkedIn Follow us on Twitter Follow us on Facebook Follow us on YouTube
Skip to content
  • Home

GUMU™ Features – Bulk Account Update

By Greytrix | September 9, 2021
0 Comment

In our previous blogs, we have witnessed the new features of GUMU™ for Bulk Account Promotion and Bulk Order Promotion. This blog will further explore how users can Bulk Update Accounts and their related objects (Contact & Address) from Salesforce to Sage. Before moving forward, kindly refer to our previous blog on creating an individual Account in Salesforce and promoting it in ERP System.

Follow the below steps to Update multiple (Account, Contact, Address) from Salesforce to ERP system.

  • Firstly, login to Salesforce.
  • Secondly, navigate to app launcher and select “GUMU Integration” from app list.
GUMU-Integration
GUMU-Integration
  • After that, user can click on the “Bulk Update” tab, as shown in the above image.
Bulk_Update_Tab
Bulk_Update_Tab
  • Then, user will get three mini tabs (Account, Contact, Address) every tab has different functionality.
Bulk_Update_Account
Bulk_Update_Account
  • User will notice “Bulk Update Account” as the first tab. It lists Salesforce Accounts which are promoted and linked to a customer record in ERP. In addition, you can search the particular Account by using the search box.
  • Or can use multiple filters according to your condition as shown in the below image. For using filter, click on the filter Icon then one block will be display which is shown in below image.
Bulk_Update_Filter
Bulk_Update_Filter
  • As you can see in the above image, the user can add multiple filters by selecting conditions and clicking on add. Users can remove the state by clicking on the cross sign shown in the image (ii). After adding conditions, users can click on Apply button to the filter record, and they will be displayed accordingly.

Account Bulk Update

  • In the Account, tab the user can see three columns which are
    • “Account Name” is the Account name from the Salesforce,
    • “Customer No” is the Customer no of the ERP system.
    • “Status” is used to show updates for the records being sent to the ERP system.
  •  By default, there are no symbols in the Status column, which means this record is not updated from its creation. The green color is for success. When a user clicks on the “status icon,” it will show the Success message with the date and time. An example is shown in below image.
Bulk_Update_Status_Success
Bulk_Update_Status_Success
  • If the record is not update successfully, then the status icon will be Red. When the user clicks on the “status icon”, it will show the error message why the operation failed. Example is given in the image below.
Bulk_Update_Status_Error
Bulk_Update_Status_Error

Working in Tabs:

  • In Account tab user can also Update Contact and Address as well by use check box which is shown in the below image.
Bulk_Update_Contact_Address_Checkbox
Bulk_Update_Contact_Address_Checkbox
  • As shown in the above image, when user selects the “Contact” check box, the Contact mini tab will be disabled. User can click the “Update” button which will select all promoted record for an update. Example is shown in the image below.
Bulk_Update_Updatebutton
Bulk_Update_Updatebutton
  • As you can see in the above image, users can select multiple records simultaneously, and they can update it all by clicking on the Update button. Selected Accounts and Contacts are processed for an update to the ERP system. And this will work in the same manner with the Address Checkbox.

In conclusion, by using this new GUMU™ functionality, we hope users can update multiple Customers from Salesforce to Sage ERP. If you still have issues/concerns, you can write them to us, and we will reach out to you with the same.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and 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 (Sage Accpac). 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.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

Related Posts

  • GUMU™ Features – Experience Real-time Product Inquiry in Salesforce – Sage X3 Integration
  • Promoting Shipping Address as Default Address from SF.com to Sage X3 using GUMU Lightning components
  • Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version
  • GUMU™ Salesforce Tricks & Tips – Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components
  • Promote Sales Order from SF to Sage X3 ERP through GUMU™ using Salesforce Lightning Components

Category: GUMU™ Features GUMU™ Salesforce Tags: Bulk Promotion, Bulk Update Account, Bulk Update Address, Bulk Update Contacts, Bulk Update Customers, Bulk Updation, Gumu SF Integration, GUMUSFSage100, GUMUSFSage100ERP, GUMUSFSage300, GUMUSFSage300ERP, GUMUSFSageEM, GUMUSFSageERPX3, GUMU™LightningInterface, integrate salesforce with sage 100, integrate salesforce with sage 300, integrate salesforce with sage EM, integrate salesforce with sage x3, integrate sfdc and sage 100, integrate sfdc and sage 300, Sage 100 Connector with Salesforce, Sage 300 Connector with Salesforce, Sage 300C ERP, Sage ERP Connector with Salesforce, Sage X3 Connector with Salesforce, Sage100, Sage100-Salesforce, Sage100-SF, Sage300C, Sage300C-Salesforce, Sage300C-SF, SageEM, SageX3, Salesforce, salesforce + sage 300, salesforce + sage EM, salesforce + sage x3, salesforce and sage 100 integration, salesforce and sage 300 integration, Salesforce Connector for Sage 100, Salesforce Connector for Sage 300, Salesforce Connector for Sage ERP, Salesforce Connector for Sage X3, salesforce connector with Sage ERP, salesforce CRM integration for sage erp, salesforce integration with sage, Salesforce integration with Sage 100, Salesforce integration with Sage 300, Salesforce Lightning -Sage300C integration, Salesforce Lightning and Sage 100 integration, Salesforce Lightning and Sage 300 integration, Salesforce Lightning and SageX3 integration, Salesforce Lightning integration with Sage 100, Salesforce Lightning integration with Sage 300, Salesforce Lightning integration with Sage 300C, Salesforce Lightning integration with SageX3, Salesforce Lightning-Sage100 integration, Salesforce Lightning-Sage300 integration, Salesforce Lightning-SageX3 integration, salesforce sage integration, salesforce with sage 100 integration, Salesforce with Sage 300 Integration, Salesforce with Sage 300C integration, Salesforce-Sage100, Salesforce-Sage300C, sfdc + sage 300, sfdc integration with sage 300, sfdc with sage 300 integration, sfdc with sage em integration, sfdc with sage x3 integration
Post navigation
← How to create a dynamic multi-filter object in Salesforce-Part II How to Use Email Template in Apex Code →

Greytrix Websites and Blogs

  • Greytrix
  • GUMU™ Cloud
  • Greytrix Africa
  • Greytrix Australia
  • Sage X3 – Tips, Tricks and Components
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage 300 – Tips, Tricks and Components
  • Sage CRM – Tips, Tricks and Components
  • Sage Business Cloud – Tips, Tricks and Components

GUMU™ Salesforce Sage Integration

https://www.youtube.com/watch?v=X9Dg4uwGT-0

Categories

  • GUMU™ Features
  • GUMU™ Salesforce
  • GUMU™ Tricks & Tips
  • Salesforce Services
  • Uncategorized
sage enterprise management services

Recent Posts

  • How to Get List of Apex Class by using ApextypeImplementor
  • How to Promote AR-Invoice from Salesforce to Sage 300 Cloud Using Salesforce Classic Version
  • How to Create and Set up Demo Pardot Org in Salesforce
  • How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU™ lightning version
  • New GUMU Chain Next Functionality for Entity Mapping/Import in GUMU™ Settings for Integration

Popular blogs

  • Thinking of enhancing your business processes? Get the best ERP – CRM connector on Salesforce AppExchange!
  • GUMU™ for Salesforce – Sage ERP Integration
  • Leverage real-time enterprise data for better insights of your Customers with Salesforce – Sage 300 integration
  • GUMU™ Integration for Salesforce with Sage 300

Archives

Awards

Greytrix Top ISV Partner
Greytrix Revenue Growth Enterprise Business
Greytrix Africa Highest Revenue
Greytrix Prtner of the Year
Greytrix Partner Award
Copyright 2022
Salesforce.com-Tips and Tricks
Iconic One Theme | Powered by Wordpress