Category Archives: GUMU™ Salesforce

Effortless Sage 300C Optional Fields Import into Salesforce Using GUMU™ Integration

Sage 300c provides a powerful feature known as Optional Fields, enabling businesses to attach custom data to core entities like Customers, Ship-To Locations, and Products. These fields enhance flexibility, support better data tracking, and improve reporting accuracy across modules. In this blog, you’ll learn how GUMU™ Integration makes it easy to import Optional Fields from… Read More »

Salesforce Briefcase Builder: Unlock Seamless Offline Productivity for Mobile Users

Briefcase Builder is a Salesforce tool that allows admins to define exactly which records a user needs to view or update offline. These records are packaged into a “briefcase,” synced to the Salesforce mobile app, and made available whenever internet access is unavailable. It lets admins choose: Think of it as a secure and efficient… Read More »

How Salesforce Food & Beverage Solutions Help Brands Stay Ahead in a Changing Market

If you’re leading a food and beverage business today, you don’t need anyone to tell you how quickly things are changing. One day, you’re making a perfect recipe, the next, you’re navigating the dynamic supply chain fluctuations and figuring out what your customers really expect and want from you. It’s a vibrant yet chaotic industry… Read More »

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 »