2025 isn’t just another year — for financial services, it’s a turning point. Customer expectations are rising, risks are evolving faster, and regulators aren’t slowing down. Yet many financial institutions are stuck with outdated Salesforce setups — built for where they were, not where they’re going. This isn’t about adding more tools — it’s about… Read More »
As part of our mission to simplify ERP integrations and enhance user workflows, we’re excited to introduce a powerful new upgrade to the GUMU™ Salesforce integration:Order Promotion is now available directly on the standard Salesforce Order record page fully compatible with all supported ERPs. What’s New ? Previously, promoting a Sales Order required users to… Read More »
In this blog, we will explore a key feature of GUMU™ Integration within the Lightning interface: the enhanced support for displaying Customer Statistics from Sage 100. This powerful functionality enhances the ERP Addresses and Fields tab under the Account object by seamlessly integrating real-time data from the ERP system, ensuring accurate and up-to-date information representation.… Read More »
The latest enhancement to the GUMU™ Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching… Read More »
The financial services industry is evolving. And AI is at the forefront of this transformation. Leading the way in this transformation is the Salesforce AI-powered CRM. Salesforce is redefining how institutions interact with clients, manage risks, and streamline operations. With AI-driven analytics, financial advisors can go beyond tracking customer behavior – they can predict it.… Read More »
We’re excited to unveil a powerful new addition to the GUMU™ integration Real-Time AR Aging crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the ERP Addresses and Fields tab on the Account object by pulling aging data directly from the AR_Customer entity in Sage 100. How to… Read More »
Choosing the right Salesforce edition for your business can be challenging. With multiple features, AI-powered automation, and different pricing, how do you decide between Salesforce Enterprise Edition and Salesforce Unlimited Edition? To help you make an informed choice, let’s compare Salesforce editions. Salesforce Edition Comparison: Key Differences 1️. Features & AI-Powered Insights Salesforce Unlimited Edition… Read More »
Accurate and well-structured address data is crucial for businesses leveraging Salesforce to manage customer information. However, addresses are often stored in multiple fields such as Address Line 1, Address Line 2, and Address Line 3 making it challenging to display, export, or integrate this information effectively. Whether you’re generating reports, syncing data with external systems,… Read More »
In this Blog, we are going to discuss “Automating Customer Service with Salesforce Agentforce AI”. Agentforce lets users interact with Salesforce using natural language. Powered by generative AI and the Atlas Reasoning Engine. Additionally, Agentforce can take user input to summarize data, update fields, and create emails or knowledge articles. It’s a step toward AI-driven… Read More »
Sage 100 users often encounter integration challenges that can hinder business operations. Common issues include SData integration errors, UDF (User Defined Fields) failures, and tax-related import issues. These problems can disrupt data synchronization between Sage 100 and Salesforce. This blog provides step-by-step solutions to effectively troubleshoot and resolve these integration challenges, ensuring smooth and error-free… Read More »
