Category Archives: GUMU™ Tricks & Tips

GUMU’s upcoming feature: Enhanced Security Matrix with a Dynamic Tree View!

In this blog we shall outline the new feature enhancement for the Security Matrix UI. The Enhanced Security Matrix provides better access control at both the Administrator and User levels, featuring two distinct components: Security Level Profiles and User Levels. Purpose of Enhanced Security Matrix Previously, accessing different security levels (Profiles and Users) in the… Read More »

How to import data from Sage 300 ERP to Salesforce using the Last Sync field and Last Sync value

In this blog, we will explore how to import data from Sage 300 ERP to Salesforce using the Last Sync Field and Last Sync Value features. GUMU™ for Salesforce is a real-time, bi-directional integration that allows users to sync data between Salesforce and Sage ERP seamlessly. To import data from Sage 300 ERP to Salesforce… Read More »

How to ensure Product Line Descriptions meet character limits while promoting Quotes/Order to Sage 300

A key challenge when integrating Salesforce with Sage is managing Product Line Descriptions meet character limits. Salesforce allows descriptions up to 255 characters, while Sage restricts them to 60 characters, causing truncation and potentially losing important information when promoting quotes or orders in Sage. To prevent this, a validation rule in Salesforce is needed to… Read More »

GUMU™ Feature: Experience Real-time Product Inquiry on Quote Line Item in Salesforce – Sage 300C Integration

In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system. Real-time… Read More »

GUMU™ Feature: Enhanced Entity Mapping/Import based on Sync Type

In this blog, we will be discussing the benefits of using the “Sync Type” in Entity Mapping/Import based on Sync Type Import routine to streamline data management processes and improve overall workflow. The Entity Mapping/Import module has been upgraded to clearly differentiate between Default Import routines provided by the GUMU™ package and Custom Import routines created… Read More »

GUMU™ Feature – Use Filters in Import functionality

In this blog, we will discuss how to use Filters in Import routine & bring in only specific data from Sage X3 ERP to Salesforce using the new GUMU™ Interface in Lightning Component. How to apply and use Filter(s) while importing data from Sage X3 Follow the steps stated below in order to use filter functionality in Salesforce:… Read More »

Salesforce Maps for Sales Cloud: A Powerful Tool for your CRM

Salesforce Maps for Sales Cloud offers geographical insights for your data, enhancing sales territory management, field service scheduling, and event planning. Widely used across various markets like real estate, inventory, and service sectors, Salesforce Maps for Sales Cloud integrates seamlessly with Salesforce CRM. In this blog, we’ll explore how Salesforce Maps for Sales Cloud helps… Read More »

How to resolve the Xena Flag issue on Account Promotion for Sage X3 ERP

In this blog post, we will guide you through the steps to resolve the Xena Flag issue encountered while promoting the Customer with a shipping address from Salesforce to the Sage X3 ERP system. Generally this error occurs while attempting to promote a Customer with the shipping address from Salesforce to the Sage X3 ERP… Read More »