Author Archives: Greytrix

Promoting Opportunities as AR Invoices in Sage Intacct through GUMU™

In this blog, we will discuss the process of Promoting Opportunities as AR Invoices in Sage Intacct using GUMU™. The GUMU™ Integration for Sage Intacct allows users to promote the “Opportunity as Sales Invoice” and “Opportunity as AR Invoice”. The promotion process makes it easier for users to promote the Opportunity with one click to… Read More »

How to Promote Order from Salesforce to Sage Intacct through GUMU™

This blog will discuss the newly introduced GUMU™ for Salesforce – Sage Intacct Order Promotion. In Salesforce, if we want to Promote Orders in Sage Intacct, we first have to Promote Accounts in Sage Intacct. You can refer to this link for the blog to Promote your Account to Sage Intacct from Salesforce. Promote Order… Read More »

Steps to Update or Promote Salesforce Contact to the Sage 100 ERP Using GUMU™ Lightning Interface

In this blog, we will discuss how a user can Update or Promote Salesforce Contact to the Sage 100 ERP system using GUMU™ Lightning Interface. This blog list further enhancement to the point discussed in the existing blog. In the Sage 100 (US) system, each account has one or more than one Contact, whereas Salesforce… Read More »

How to Restrict the System Administrator to “Edit the Read-Only Field” in Salesforce.

This blog will discuss restricting the System Administrator from editing the “Read-Only” Field. System Administrator is one standard profile that provides access to every system’s functionality. Restriction for the Administrator is made possible through the set of privileges and permissions that this profile has, and one such permission is the ability to edit read-only fields.… Read More »

Promote Opportunity as Sales Invoice from Salesforce to Sage Intacct with GUMU™

This blog will discuss the new feature added to GUMU™ for Salesforce – Sage Intacct integration to Promote Opportunity as a Sales Invoice. With this feature, you can easily promote Opportunity from Salesforce to Sage Intacct as a Sales Invoice. Our product GUMU™ is enhanced with some new features like multi-entity import and promotion. In… Read More »

Configuring Location Entities From Sage Intacct in Salesforce with GUMU™

In this blog, we will discuss how to “Configure Location Entities” in Salesforce from Sage Intacct using GUMU™ for Salesforce – Sage ERP Integration. Sage Intacct has multi-entity support. An Entity represents a location, and it follows a hierarchical structure. For example, there’s a central entity termed “Top-Level” and all other entities are branches of… Read More »

New Functionality available in GUMU™ through GUMU™ Console

In this blog, we will discuss a few of the features available in GUMU™ through GUMU™ Console in GUMU™ Integration. The GUMU™ Console is the new feature in the GUMU™ integration. It’s entirely focused on the functionality of the GUMU™ Settings app, like import routine and Mapping purposes. This also indicates the Logs in a… Read More »

How to Send an Email to a Quote Owner

In this blog, we are going to discuss ”How to send an email to a quote Owner”. Emailing a Quote in Salesforce for the customers is done for the approval process from the customers. The quote must be approved by the customers. Emailing a quote is done by attaching a PDF Quote to the customer’s or… Read More »

Navigation Service in LWC

In this blog, we are going to discuss “Navigation Service in LWC” which is used to create a new account from an Account record page. This is not just limited to creating a new account you can perform various other tasks with it like going to the account list view, Creating a contact from the… Read More »

How to Use Static Resources In LWC

You will learn more about static resources and their applications in Salesforce by reading our blog post on “How to Use Static Resources In LWC.” Generally speaking, static resources let you upload files (like.zip and.jar archives), graphics, and style sheets that you may use as references on a Visualforce page. Steps on “How to Use… Read More »