In this blog, we will discuss how a user can Promote Salesforce Contact to Sage Intacct Customer Contact record in Sage Intacct system using GUMU™ Lightning Interface. We have recently released the Sage Intacct integration to Salesforce and have explained one of the key feature of the integration in this blog.
In the Sage Intacct system, each account has one or more than one Contact, whereas Salesforce supports multiple contacts. In this blog, we will discuss how to promote Contacts from Salesforce to Sage Intacct ERP.
Steps to Update or Promote Salesforce Contact to Sage Intacct Customer Contact
- Log in to your Salesforce Org.
- Go to the app launcher and find the “GUMU™ Integration” App. Click on “GUMU™ Integration.”
- Click on the Accounts tab. A list of all Accounts in the Salesforce Organization is displayed. Promote any Account into Sage Intacct ERP.
- Open the promoted Account is selected for which you want to promote contact, on the “Accounts” related layout click on the button “New” in the Contact section/list.
- In the Contact detail screen enter the necessary information. The Salesforce Contact to Sage Intacct Customer Contact can be promoted in four different forms namely as Primary Contact, Bill To Contact, Ship To Contact and Display Contact.
- After entering the necessary information, the user can select the type of contact as per their requirement by clicking on a checkbox named as follows:
- Is Primary Contact: For Promoting contact as the primary contact. The Primary Contact refers to the main point of contact for a particular entity or account.
- Is Display: The Display Contact serves as the representative contact for public-facing information or display purposes.
- Bill To: For Promoting contact as Bill-to contact. The Bill To Contact is the designated recipient of invoices or billing statements for a specific account or transaction.
- Ship To: For Promoting contact as Bill-to contact. The Ship To Contact is responsible for managing the logistics and delivery aspects of a transaction or order.
- Once you have entered the contact details, simply click on the ‘Save’ button. This action will automatically promote the contact to the Sage Intacct ERP system based on the chosen contact type.
- By doing this, the contact’s information will be transferred smoothly to the Sage Intacct ERP. It ensures that the contact is appropriately categorized according to its specific role, such as Primary Contact, Bill To Contact, Ship To Contact, or Display Contact.
To successfully promote the Salesforce Contact to Sage Intacct Customer Contact, you must select one specific type from the available options. It is mandatory to choose one type for promotion; otherwise, the promotion process will not proceed. By following the above blog instructions, you will be able to learn how to “Promote Salesforce Contact to Sage Intacct Customer Contact“.
If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact 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.
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