In continuation to our previous blog, we have introduced Updated PDF Format to the feature wherein the Salesforce user can download the Sage Customer Transaction in PDF file while in the field and attending the customers need. We have further enhanced the functionality and now created the PDF that appear in the specific Sage format.… Read More »
In this blog, we will discuss how to link accounts from existing salesforce Org with Sage ERP Customers through GUMU™ with help of this blog the user can easily sort or get Customers related to it by matching data using Customer numbers or Customer codes. Earlier, if the user wants to assign an ERP Customer… Read More »
In this blog we will discuss how to set default address code in Configuration settings for Sage X3 in Salesforce using GUMU™. But prior to that we would like yuo to also go through the details of how you can promote the Shipping Address as a default shipping address. Default Address Code Below are the… Read More »
Relationships are the backbone of Non-Profit organizations. But unfortunately, it’s harder for Non-Profits to retain their relations with donors & sponsors for a long-time due to low visibility across the institution. Hence, using GUMU™ for Salesforce – Sage Intacct Integration gives you an eagle eye throughout your organization by improving visibility & simplifying processes. The… Read More »
What makes GUMU™ the best integrator? Salesforce is the most trusted customer relationship management (CRM) platform in today’s world of CRM & ERP. It’s a prime CRM platform that assists businesses in unifying diverse processes like marketing, sales, commerce, and services to provide unparalleled client experiences. So, are you a Salesforce user and haven’t integrated… Read More »
In this blog, we will discuss how a user can Promote AR-Invoice to various ledger accounts using Distribution Code from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration from Salesforce Classic Version. Before we start with the process let’s discuss Distribution Code in General:- About Distribution Codes: A distribution code is a name for… Read More »
In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »
In this blog, we will discuss one of the new key features introduced in GUMU™ Integration in which a user can see the Entity name in the GUMU Chain Next list Field in Entity Mapping/Import tab. Parent Entity and their child entity to Sync data from the Import the Entity Mapping from the Entity Mapping/Import… Read More »
In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage 300 ERP by using GUMU™. Our product GUMU™ Integration is well known for the real-time, bi-directional sync of data between Salesforce to Sage ERP. Using GUMU™ users can promote Invoices from Salesforce to Sage ERP as well as import the data… Read More »
In this blog, we will discuss how we can fix Change in progress on another workstation error while editing a SageX3 record from Salesforce through GUMU™. for this blog we will be taking an example of an account field to be edited and saved which should change the SageX3 account records field on a real-time… Read More »