In this blog, we will discuss how as a Administrator you can set “Exception to SF User for Excluding them through MFA Authentication in Salesforce”. In Salesforce, it is generally recommended to have multi-factor authentication (MFA) enabled for all users to provide an additional layer of security to the login process. However, there may be… Read More »
In this blog, we will discuss how a user can Promote Salesforce Contact to Sage Intacct Customer Contact record in Sage Intacct system using GUMU™ Lightning Interface. We have recently released the Sage Intacct integration to Salesforce and have explained one of the key feature of the integration in this blog. In the Sage Intacct… Read More »
In this blog, we will discuss how we can fix “the value of NBADR is greater than the number of lines” error while editing a Sage X3 record from Salesforce to Sage X3 through GUMU™. For this blog we will be taking an example of an account field to be edited and saved which should… Read More »
In this blog, we learn the use of the newly added GUMU™ Feature of Description for Import routines column and Field in the Import Mapping tab. The description field can be useful for documenting specific characteristics or functionalities of the entity, such as providing additional information or details about the entity being mapped Sage 100,… Read More »
In this blog, we will discuss How to ‘Create Territories Using Shape Layer in Salesforce Map’. But first lets understand what is “Salesforce Maps”. Salesforce Maps is built on the Salesforce platform, so you can do much more than just visualize your data; you can interact with and change data as needed. Let’s say you… Read More »
In this blog, we will be discussing the benefits of using the “Segregation based on Type of Import routine” to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU™ integration for bringing in the data from Sage system.… Read More »
Salesforce is the leading CRM solution worldwide, empowering businesses to exceed customer expectations and enhance their sales, service, and marketing efforts. This cutting-edge cloud-based software is revolutionizing how businesses interact with customers. Whether you want to tailor Salesforce to meet your business-specific needs or improve your current CRM approach, Greytrix is the best bet for… Read More »
AI and automation are taking the business world by storm! If you, too, are looking to give your business a full-blown digital transformation, you ought to get the best hands at work. And for Sage Intacct Salesforce Integration, no one does it like GUMU™! Greytrix presents unmatched skill and industry expertise to custom configure this… Read More »
In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In this blog, we will be discussing on one of the key features of GUMU™ Integration using the new Lightning interface on how you can promote Account as Customer which is already existing Salesforce CRM as “Account” as a “Customer” in Sage Intacct ERP. Note: It is mandatory to synchronize Location Entities before promoting a… Read More »
