How to Exclude Default Mapped Fields in GUMU Without Code Changes in SF to ERP tab

By | March 13, 2026
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In some GUMU integration scenarios, certain fields are mapped by default within the integration code. Because these mappings are defined at the code level, users cannot remove or deactivate them directly from the Mapping UI. Even if a user attempts to delete or disable the mapping, it may still remain active because it is embedded in the promotion logic.

However, there is a simple configuration-based workaround that allows users to exclude these fields during promotion without making any code changes.

In this blog, we will explain how default mapped fields can be excluded from the promotion payload using the ERP Configuration object.

Problem

In some integration scenarios, users may not want certain ERP fields to be promoted even though they are included in the default mapping logic.

Some common examples include:

  • FOB
  • CustomerPONo
  • TermsCode

Since these fields are generated as part of the default payload generation logic, they cannot be removed using standard mapping settings.

To resolve this, users can configure exclusions using the ERP Configuration object, which dynamically removes these fields from the promotion payload.

Example Scenario

Object: Sales Order Header

Suppose you want to exclude fields like FOB or CustomerPONo from the Sales Order Header promotion payload.

Step-by-Step Solution

Step 1 : Open Developer Console

Step 2 : Inside the Developer Console:

  1. Click File
  2. Select Open Resource
  3. Search for the object: ERP_Configuration__c
Click on File and Select Open Resource
Click on File and Select Open Resource
Select ERP_Configuration__c.obj
Select ERP_Configuration__c.obj

Step 3 : Run Query

Execute the following query to review the existing configuration records:

SELECT Id,
GUMU__Integration_Key__c,
GUMU__Read_Header__c,
GUMU__Read_Payload__c,
Name
FROM GUMU__ERP_Configuration__c

Select Fields
Select Fields

This query helps review the configuration records that control payload behavior.

Step 4 : Create a New Record

Create a new record in GUMU__ERP_Configuration__c with the following details:

Name : ExcludeFieldsPromoteSalesOrderHeader100

Integration Key : Associated

Read_Payload__c : Add the ERP fields that should be excluded from promotion.

Example

FOB
CustomerPONo

Excluded Fields
Excluded Fields

Naming Rule for Other Mappings

For other mappings, follow the naming format below:

ExcludeFieldsPromote(MappingName + ERP)

Example:

If the mapping name is:

SalesOrderDetail

And the ERP is Sage 100, the record name should be:

ExcludeFieldsPromoteSalesOrderDetail100

How It Works

The record created in ERP Configuration stores:

  • ERP field names
  • Associated Integration Key

During the promotion process, the system performs the following steps:

  1. The promotion logic retrieves records from ERP_Configuration__c.
  2. It reads the fields listed in Read_Payload__c.
  3. The system checks the generated promotion payload.
  4. If an excluded field is found, the system removes the corresponding XML tag from the payload.

Example

Before Exclusion

<TermsCode>NET30</TermsCode>
<FOB>Origin</FOB>
<CustomerPONo>12345</CustomerPONo>

After Exclusion

<TermsCode>NET30</TermsCode>

The excluded fields are automatically removed from the payload.

Conclusion

After applying this configuration:

  • The selected fields are removed from the payload.
  • The fields will not be promoted to the ERP system.
  • No changes are required in the existing integration code.

It is important to note that this configuration works only for the Salesforce → ERP (SF → ERP) tab. The exclusion applies only when records are promoted from Salesforce to the ERP system.

This approach allows users to exclude default mapped fields while keeping the integration logic unchanged

By following the above blog instructions, you will be able to learn “How to Exclude Default Mapped Fields in GUMU Without Code Changes in SF to ERP tab“. 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.

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