Salesforce Platform Events – What are they & how to use

While there are tons of documentation highlighting about platform events and their use cases there are even trailhead modules, recently we came up with the question that how should someone be able to tell a Salesforce rookie what a platform event is? Yes, it’s a platform-based notification system which can help orchestrate a proper integration… Read More »

GUMU™ Add-on for Promoting Salesforce Account as a Vendor to Sage 100

Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. There has been a request from a couple of companies using the GUMU™ integration to provide them with the capability in the… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 2

In our previous part, we discussed how to send the PDF document from Salesforce to DocuSign. Now, in this part, we will walk you through how to sign the document and send it back to Salesforce. So, follow the below mentioned steps- 1. Log in to DocuSign 2. Click on your portrait (icon) in the… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 1

Docusign is a digital signature provider for your documents, quotations and various other papers which are digitally generated and maintained and signing each of them manually would quite be a hectic task. While it has been around for years, DocuSign has provided its own API for integrating your Salesforce org with your DocuSign Account. So… Read More »

Create Entity in GUMU™ SAGE ERP 300 Integration for Salesforce

The pre-requisite of any integration is to map the data between the two systems. Our GUMU™ link reads the table schema using Sage 300 services and enables a user to see all schema information like field name, filed label, data type and default values of fields at the click of a button. Let’s walk you… Read More »

Real-time Sales Order Details in GUMU™ SAGE 300 ERP Integration for Salesforce

In our previous blog Real-time details in GUMU Sage 300 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Sales Order for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »

Access to Salesforce system through Network IP

Through the previous blogs, we have covered most of the topics related to the working the basic functionality of GUMU™ Integration for Salesforce to Sage 100 ERP system. In this topic, we will discuss how different users can access the Salesforce Production or Test Org without the verification code that often serves as a required… Read More »

Promote Primary Contact from Salesforce to Sage 300

In our GUMU™ integration we have integrated AR Customer, Contact and Sales Order along with their related entities. This information sync between Salesforce and Sage ERP. Today in this blog, we will discuss one of the key features of GUMU™ Integration that is how a user can promote Primary Contact from Salesforce to Sage 300.… Read More »

Real-time Quote Inquiry in GUMU™ SAGE 300 ERP Integration for Salesforce

In our previous blog Real-time details in GUMU™ SAGE 300 ERP Integration for Salesforce, we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Quote inquiries for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »

AR-Invoice promotion from Salesforce to Sage 300

Our GUMU™ for Salesforce – Sage ERP integration has many upcoming features which we are continuously working on to enhance client experience and make GUMU™ useful as per his business requirement. In this blog, we will discuss another key feature of GUMU™ Integration. How a user can promote an A/R Invoice from Salesforce to Sage 300.… Read More »