Author Archives: Greytrix

DocuSign Integration with Salesforce using DocuSign API’s-Part 1

Docusign is a digital signature provider for your documents, quotations and various other papers which are digitally generated and maintained and signing each of them manually would quite be a hectic task. While it has been around for years, DocuSign has provided its own API for integrating your Salesforce org with your DocuSign Account. So… Read More »

Create Entity in GUMU™ SAGE ERP 300 Integration for Salesforce

The pre-requisite of any integration is to map the data between the two systems. Our GUMU™ link reads the table schema using Sage 300 services and enables a user to see all schema information like field name, filed label, data type and default values of fields at the click of a button. Let’s walk you… Read More »

Real-time Sales Order Details in GUMU™ SAGE 300 ERP Integration for Salesforce

In our previous blog Real-time details in GUMU Sage 300 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Sales Order for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »

Access to Salesforce system through Network IP

Through the previous blogs, we have covered most of the topics related to the working the basic functionality of GUMU™ Integration for Salesforce to Sage 100 ERP system. In this topic, we will discuss how different users can access the Salesforce Production or Test Org without the verification code that often serves as a required… Read More »

Promote Primary Contact from Salesforce to Sage 300

In our GUMU™ integration we have integrated AR Customer, Contact and Sales Order along with their related entities. This information sync between Salesforce and Sage ERP. Today in this blog, we will discuss one of the key features of GUMU™ Integration that is how a user can promote Primary Contact from Salesforce to Sage 300.… Read More »

Real-time Quote Inquiry in GUMU™ SAGE 300 ERP Integration for Salesforce

In our previous blog Real-time details in GUMU™ SAGE 300 ERP Integration for Salesforce, we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Quote inquiries for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »

AR-Invoice promotion from Salesforce to Sage 300

Our GUMU™ for Salesforce – Sage ERP integration has many upcoming features which we are continuously working on to enhance client experience and make GUMU™ useful as per his business requirement. In this blog, we will discuss another key feature of GUMU™ Integration. How a user can promote an A/R Invoice from Salesforce to Sage 300.… Read More »

Filter Sage 300 ERP Details on Real-time basis

In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU “Filter” help us to find particular Invoice or Sales Order based on criteria. To imply these filters,… Read More »

Adding Remote site for GUMU™ Sage ERP Integration for Salesforce

In our GUMU™ integration, we used Web service to communicate with Sage ERP. Before configuring the Web service at GUMU™ configuration we need to specify and save the URL in Salesforce Remote Site settings. Adding Web service in remote site settings is an essential part of configuring Integration with Salesforce system. This blog will help… Read More »

Think of ERP – CRM Integration, Get GUMU™ for Salesforce – Sage Enterprise Management Integration

Siloed business systems are a yesteryear! Organizations are moving to the next level of digital. Forward-thinking business owners and IT leaders are making use of real-time information of their financial, managerial and marketing processes together and making informed critical decisions not just by sitting in the office but by making them on the go! Organizations… Read More »