Category Archives: GUMU™ Salesforce

Synching Additional (Order Details) Fields from Salesforce to Sage 300 ERP

In the previous blog, we looked on the ways to Synching Additional (Order) Fields from Salesforce to Sage 300 ERP. In this blog we will showcase user the further ways to Sync additional values from the Order Detail screen for the selected Product from Salesforce to Sage 300 ERP system. Follow the below steps to see… Read More »

Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version

In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU™. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout. Quote Creation in Salesforce Login to Salesforce. Navigate to “App launcher”. Search for “Opportunity” and… Read More »

Promote/Update Salesforce Contact to Sage 100 using GUMU™ Lightning Interface

In Sage 100 (US) system, each account has one or more than one Contacts, whereas Salesforce supports multiple contacts. Here, in this blog, we will discuss on how to promote Contacts from Salesforce to Sage 100 ERP. As well as how to update contact records on Real Time basis using GUMU™ Lightning version. Below are… Read More »

Enable Editing of Open Sales Orders in GUMU™ Sage 300 Integration

Our GUMU™ Integration has launched a couple of new features in its new version. One of the new upcoming features introduced in GUMU™ is it enables to edit promoted Sales Order. In our previous blog for promoting Sales Order we perceived how a user can Promote Sales Orders from Salesforce to Sage 300. Earlier we… Read More »

Synching Additional (Order Details) Fields from Salesforce to Sage X3 ERP

In the previous blog, we looked on the ways to sync additional fields (at Order Header level) from SF to Sage X3 system In this blog we will discuss how the user can sync additional field values and override certain field values. This applies to GUMU Order Detail screen for selected Product & promoting Sales Order… Read More »

Enable Editing of Open Sales Orders in GUMU™ Sage 100 Integration

Our GUMU™ Integration has launched a couple of new features in its new version. One of the new upcoming features introduced in GUMU™ is it enables to edit promoted Sales Order. In our previous blog for promoting Sales Order we perceived how a user can Promote Sales Orders from Salesforce to Sage 100. Earlier we… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Orders in Salesforce

We introduce features in GUMU™, keeping in mind the dynamic functionalities that a user needs while working in Salesforce for achieving a task. We have now introduced a new feature wherein a user can activate/deactivate the Tax calculation setting for their Sales process. In this blog, we will discuss how to Activate/Deactivate Tax for Order… Read More »

Bulk Activating Products in Salesforce through GUMU™ Import Routine

In this blog, we will discuss how to Bulk Active all the Products in Salesforce. If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which… Read More »

Setting up Fields on GUMU™ Real-Time Inquiry Screen

In our previous blog, we provided details about the upcoming feature of how a user can set Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen. In this blog we are discussing another upcoming feature on how user can setup fields on the GUMU™ Real-time Inquiry Screen. This feature will provide the user with the… Read More »