Salesforce provides a wide range of Profiles which is assigned to every user as per their Role in the Organization. GUMU™ Integration utilizes these Profiles for allowing and restricting access for using the functionality provided by the Integration. System Administrator plays a vital role in Salesforce and has access to overall features of the Org.… Read More »
Many a times due to various unpredictable reason we encounter numerous errors while browsing over the web some are known and some are not, since not everyone has wisdom about the errors that are encountered on the screen. So in this blog we are focusing on understanding the basic troubleshooting steps to perform if ERROR… Read More »
In this blog, we will discuss how to link existing salesforce accounts with Sage ERP. GUMU™ is a real time bi-directional integration link. Using GUMU™ user can import new customer from ERP to Salesforce. But consider in case if there is a customer already exists in Salesforce, then you will have to link those existing customers… Read More »
In this blog, we will be discussing on the new upcoming feature of GUMU™️ for Salesforce – Sage 300 ERP to be introduced named as Quick Line Entry (QLE). Using the feature of Quick Line Entry, the user will be able to add multiple records at a single button click and can also fetch Real-Time… Read More »
As you all know the current version of GUMU™ integration utilizes SData for synchronization of records from Sage 100 ERP to Salesforce and vice-a-versa. Generally SData is installed on the Sage 100 Server and needs IIS Manager through which user can access the SData. When SData is installed on the server a pool termed as… Read More »
ZipCode are important while creating Account/Customer in Salesforce and Sage 100 ERP. Without ZipCode/Postal Code it is difficult to identity which Customer stays in which Zone of a particular State. In this blog we going to learn how a User can resolve the ZipCode error encountered while Promoting Customer from Salesforce to Sage 100 ERP.… Read More »
In this blog, we will discuss how the user can use the new feature for bulk promoting to post orders from Salesforce to Sage 100 ERP. Before moving forward, kindly refer to our previous blog on how to create Sales orders in Salesforce & Promote Sales Order. Follow the below steps to promote multiple orders… Read More »
As you all are aware about the fact that GUMU integration supports Promotion of Accounts and SalesOrders from Salesforce to Sage X3 using both classic and lightning components. Contacts are significant to every Organization in order to carry out their day-to-day operations. While building those relationship it is necessary to focus on who we are… Read More »
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 »
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 »
