Category Archives: GUMU Salesforce

Resolve Process Builder error while importing data using GUMU™

This blog is about how GUMU™ Integration Import Routine Logs provides information about an error while importing invalid data from Sage ERP to Salesforce. Let’s consider an example where a custom “Process Builder” created in Salesforce validates only those Contact created in Salesforce org which has email address appended as “tets.com”. Now the GUMU™ Integration… Read More »

Salesperson Mapping Functionality in GUMU™ with Sage EM ERP

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM. Steps for assigning Sale Rep in Sage X3 for Customer: -> Click on “Common Data” section in Sage EM/X3 ->… Read More »

Real-time AR Inquiry in GUMU™ for Salesforce SAGE 100 (US) ERP Integration

In our previous blog Real-time details in GUMU™ Sage 100 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you to view the Real-Time AR Inquiries of the customer. Below are the steps- -> Navigate to the real-time details page for a Customer by either… Read More »

How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment

In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning Experience if you have been using GUMU™ and recently shifted to the same from Salesforce Classic. Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience: ->… Read More »

Real-time Pricing for Sage EM Sales Order in GUMU™

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss real-time pricing functionality of the GUMU™ Product while creating a new Sales Order record. To… Read More »

GUMU™ Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 100

Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. In the past, there has been a request from a couple of companies using the GUMU™ integration to provide them with the… Read More »

To modify the columns in GUMU™ Settings – Link and Un-link Accounts page

For checking the flexibility that the GUMU™ Integration provides and to help you truly explore the meaning of the power of flexibility to customize the display of columns using Salesforce. In this blog, we shall help you change the fieldset on Link and Unlink Accounts page. You can add/remove columns in the grid and also… Read More »

Create Entity in GUMU™ SAGE ERP 100 Integration for Salesforce

Our GUMU™ for Salesforce – Sage ERP Integration (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here in this blog, we will discuss how to create a new entity in Salesforce using Sage 100 sData API Name. The… Read More »

GUMU™ Add-on for Promoting Salesforce Account as a Vendor to Sage 100

Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. There has been a request from a couple of companies using the GUMU™ integration to provide them with the capability in the… 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 »