In our previous blog for Import Entity we discussed about “How to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of the same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »
We have already described the details of how Entity Sync Mapping functionality of GUMU™ can help you import any data from your Sage ERP system to Salesforce. In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can… Read More »
GUMU™ Integration uses External UID to identify the Records that have been imported from Sage ERP system to Salesforce Org. External UID is a unique record that identifies the Customer and Product masters and gives information about the integration key along with the corresponding Customer Number and Product Number values present in the integrated Sage… Read More »
In this blog, we are about to discuss how to filter & import specific data from Sage 100 ERP to Salesforce using the new GUMU™ Interface using the Lightning Component. Kindly follow the steps stated below in order to use filter functionality in Salesforce: – Login to Salesforce Org. Navigate to app launcher and select… Read More »
Greytrix– a Sage Champion Development Partner, is a one stop solution provider for Sage ERP and Sage CRM needs. We continuously evolve with your feedback which helps us in enhancing both the product and the process of the project team. Thank you for choosing GUMU™ Integration as your preferred integration framework for Salesforce – Sage… Read More »
In our previous blogs, (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we discussed about how a user can assign salesperson and how we can change the owner of the account. In this blog (which is part 3 of the series) we will be explaining how changing the “Record Owner” value in Salesforce with… Read More »
This blog highlights the instructions to create a new Integration with Sage 100 ERP (MAS 90) using GUMUTM new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click “Switch to Lightning Experience”GUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type “Installed Packages”Check if “GUMU Integration” is listed.CONFIGURE REMOTE SITE SETTINGS… Read More »
In our previous blog (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we have explained how users can integrate the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. In this blog (which is part 2 of the series) we will be explaining how changing the “Record Owner” in Salesforce… Read More »
This blog is related to the Standard Account Duplication rule that’s present in Salesforce. Since, GUMU™ integration processes “Account Import” functionality for importing Sage 300 Customers, in this blog we will be learning on how to control the issue. If an “Admin” is attempting to import customer from Sage 300 to Salesforce, there is a… Read More »
GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Here, in this blog, we will discuss how to view & promote Address as default ship to/Primary from Salesforce to Sage ERP 100. The following steps… Read More »
