Sage 300c provides a powerful feature known as Optional Fields, enabling businesses to attach custom data to core entities like Customers, Ship-To Locations, and Products. These fields enhance flexibility, support better data tracking, and improve reporting accuracy across modules.
In this blog, you’ll learn how GUMU™ Integration makes it easy to import Optional Fields from Sage 300c into Salesforce ensuring consistent, accurate, and scalable data management.
Step 1: Create the Optional Fields Object in Salesforce
Start by creating a custom Salesforce object named Optional Fields.
(This step is optional if you already have an existing equivalent object.)
This object will store Sage 300C Optional Fields data, making it easier to manage and sync custom information from Sage to Salesforce.
Step 2: Configure Salesforce Fields to Mirror Sage 300c
Next, add the fields that match the Optional Fields configuration in Sage 300c:
- Optional Field Name
- Optional Field Description
- Value
- Value Set
- Value Description
These fields ensure your Salesforce setup aligns perfectly with the structure of Optional Fields in Sage 300c, enabling seamless data mapping and integration.
Step 3: Create the Entity for Optional Fields Sync
Use the same Parent Entity API Method and specify the Optional Field Group Name from Sage 300c.
This allows GUMU™ to identify the correct Optional Fields and sync data for the relevant entity and specific record.
Step 4: Configure the Import Routine
Now, create an Import Routine within GUMU™.
Make sure to:
- Map Salesforce fields to their corresponding Sage 300 Optional Fields
- Ensure accurate field-to-field mapping for reliable data integration
- Confirm value sets and descriptions match Sage 300c configurations
This step ensures that custom data is imported into Salesforce without mismatches or data integrity issues.
Step 5: Import Optional Fields Using the “Sync Now” Button
Once configuration is complete:
Click on Sync Now in the GUMU™ interface.
GUMU™ will import the Optional Fields configured in Sage 300c directly into Salesforce.
This process ensures a smooth integration, improved visibility of custom data, and enhanced reporting capabilities inside Salesforce.
This process ensures smooth Salesforce data integration, improves visibility of custom information, and enhances reporting capability.
Conclusion
With GUMU™, importing Optional Fields from Sage 300c to Salesforce becomes simple, efficient, and highly reliable.
By following these steps, businesses can maintain consistent custom field data, streamline integration workflows, and provide users with enriched information for better decision-making.
If you’re looking for a scalable way to manage Sage 300 Optional Fields in Salesforce, GUMU™ offers the most seamless and powerful integration solution.
By following the above blog instructions, you will be able to learn Effortless Sage 300C Optional Fields Import into Salesforce Using GUMU™ Integration. 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 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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