Category Archives: GUMU™ Tricks & Tips

Troubleshooting the Discount (%) error while promoting Sales Order from Salesforce to Sage 100 – Lightning Interface

Using GUMU™ user can promote Sales Order from Salesforce to Sage as well as import data from Sage to Salesforce. In this blog, we will discuss how to troubleshoot Discount Percent error while promoting Sales Order to Sage 100. To prevent the Discount Rate error while promoting the Sales Order from Salesforce using GUMU™ Lightning… Read More »

Synching Additional (Order Details) Fields from Salesforce to Sage 300 ERP

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 »

Synching Additional (Order Details) Fields from Salesforce to Sage X3 ERP

In the previous blog, we looked on the ways to sync additional fields (at Order Header level) from SF to Sage X3 system In this blog we will discuss how the user can sync additional field values and override certain field values. This applies to GUMU Order Detail screen for selected Product & promoting Sales Order… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Orders in Salesforce

We introduce features in GUMU™, keeping in mind the dynamic functionalities that a user needs while working in Salesforce for achieving a task. We have now introduced a new feature wherein a user can activate/deactivate the Tax calculation setting for their Sales process. In this blog, we will discuss how to Activate/Deactivate Tax for Order… Read More »

Bulk Activating Products in Salesforce through GUMU™ Import Routine

In this blog, we will discuss how to Bulk Active all the Products in Salesforce. If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which… Read More »

Salesforce CRM and Sage ERP integration just got smarter with 5 new features!

Salesforce is the #1 Cloud CRM solution with the core modules like customer service, marketing automation, analytics, and application development services. While on the other hand, Sage ERP manages business processes such as accounting, procurement, project management, risk management, compliance and supply chain operations. An integrated ERP – CRM system provides control and organisation of… Read More »

Enabling GUMU™ Integration Lightning pages for Apple Safari

Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real time bi-directional link. Using GUMUTM user can sync data between Salesforce to Sage ERP and vice-versa. In this blog; we will look upon effective ways to use GUMU™ Integration solution on a Safari browser. Safari is an in-built browser… Read More »

GUMU™ Salesforce Tricks & Tips – Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components

This blog will help a user to understand how they can promote an Account’s Billing Address from Salesforce to Sage X3 using GUMU Integration lightning version. Pre-requisite for promoting a “Billing Address” is the Account (the user has selected) should be Promoted or Linked to Sage X3 Customer. For more details on how a user… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP

In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU™ we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let’s understand with an… Read More »