In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage ERP Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. This blog is part 1 of the series of blogs explaining the “Salesperson Mapping” functionality implemented by GUMU™ integration. To assign… Read More »
This blog post is regarding one of the features of our GUMU™ integration product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to break the… Read More »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce, as a “Customer” in Sage 100 ERP. Note: It is mandatory to synchronize some required entities such as AR Division, Terms Code, Ship Method and Tax… Read More »
This blog highlights the instructions to create a new Salesforce Sage 300 Integration (Accpac) 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 STEPS:- Click… Read More »
In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU™ component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU™ integration. GUMU™ creates default permission set in your Salesforce environment. Below are steps… Read More »
Greytrix– a top integration and migration solutions as well as a one stop implementation and customization service provider of Sage softwares, is pleased to announce a strategic Partnership with Akuna Solutions for taking Salesforce CRM- Sage ERP integrations to the Australian market. Greytrix and Akuna Solutions have entered into a Partnership to implement cloud Salesforce… Read More »
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 »
In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage X3 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 -> Click on “Customers”… Read More »
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 »
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 »
