How to Assign the GUMU™ Integration License and Permission Set to a User in Salesforce

By | July 24, 2025
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After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps.

This process ensures that users can seamlessly access GUMU™ components such as Real-time data, Logs, Integration Configurations, and more without compromising security or functionality.

Let’s understand this with an Example

Imagine a new user, Keith T. Harter, and you want to provide him access to the GUMU™ features.

  • Navigate to Setup → Permission Sets.
  • Search for “GUMU Integration Access” permission set.
GUMU Integration Access - Permission Set
GUMU Integration Access – Permission Set
  • Click on Manage Assignments.
Manage Assignments
Manage Assignments
  • Click Add Assignments and then select the users who need access to the GUMU™.
Selecting user to assign
Selecting user to assign
  • Finally, click Assign. You can now view the recently added user on the Current Assignments page.
Assigned Users
Assigned Users
  • Navigate to the GUMU™ Integration package from Installed Packages, and then click on Manage Licenses.
Manage Licenses
Manage Licenses
  • Add the user here as well.
Adding user
Adding user
Added User
Added User

That’s it! Keith now has all the necessary GUMU™ permissions — no need to manually touch field-level security or profiles.

By following the steps above, you can easily assign the GUMU™ Integration License and Permission Set to any Salesforce user. 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 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 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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