Category Archives: GUMU™ Salesforce

How to Promote Salesforce Opportunity as a Project in Sage Intacct Using GUMU™ Integration

In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Intacct  integration

In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »

Advantages of Leveraging Salesforce CRM for Financial Services Businesses

The financial technology (fintech) space is one of the fastest-moving industries today. Customers expect seamless digital experiences, regulators demand transparency, and competition is only a click away. So, how can a fintech firm keep up while also building trust and long-term relationships? The answer often lies in adopting a robust Customer Relationship Management (CRM) platform… Read More »

How to resolve the PROVIDEX Error in Salesforce – Sage 100 ERP GUMU™ Integration

When integrating Salesforce with Sage 100 ERP using the GUMU™ Integration, users may sometimes face an issue during the import routine preview when a date filter (Last Sync Field – DateUpdated) is applied. Instead of showing the required Sage 100 records, the system only displays the total record count. Date Updated Filter This happens due… Read More »

Assign GUMU™ Integration License and Permission Set to a User in Salesforce

After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps. This process ensures that users can seamlessly access GUMU™ components such as… Read More »

How AI and Automation in Salesforce are Streamlining Supply Chain Workflows

Managing a modern supply chain is no easy feat; manual processes, scattered data, and delayed deliveries often leave logistics managers overwhelmed. But with Salesforce’s powerful AI and automation tools, logistics businesses are transforming their operations from reactive to proactive. From predictive demand forecasting using Einstein AI to automated purchase orders and real-time inventory visibility, Salesforce… Read More »

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage X3

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry screen Note ORDDAT=2 sorts orders by Order Date in descending order. Use… Read More »

Sort Sales Orders by Most Recent Date on ERP Real-Time Page in Salesforce for Sage 100

This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy  and user experience on real-time ERP interfaces. We’ll walk through the steps to implement this feature, Search Inquiry Sales Order Inquiry Screen Account Screen Sales Order Real Time Screen Note For Sage 100,… Read More »