An organization usually employ ERP and CRM to make sure business runs successfully. Sage 300 is a business management solution for small and medium companies to connect in the most critical parts of your business, including finance, operations, sales, and service. Whereas, Salesforce has made great inroads as a leading cloud-based solution that focuses primarily… Read More »
Configuration is the initial step of our GUMU™ Salesforce Integration with Sage 300. Without configuration, a user cannot process or access any feature of the integration. For this, the user has to establish a connection between Salesforce and ERP Sage 300 by providing configuration details. Once a connection is successful, a user can make all transactions… Read More »
With the release of Spring ’16 version of Salesforce, a lot of existing features were updated whilst a few of them were also introduced for the first time. Amongst the newly introduced features, one was Security Health Check. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Health check lets you track and identify all… Read More »
This blog post is regarding one of the key features of our integration application where you can link existing Salesforce Accounts with Sage ERP X3 Customers. Once accounts get linked, the user can see real time information of that particular linked ERP customer in Salesforce. Also, user can create Sales order for that linked account and… Read More »
Salesforce Wave Analytics is a cloud-based data analytics platform. It has been designed to graphically represent & analyze Salesforce data. It connects data from multiple sources, creating interactive views of that data, and sharing those views in dashboards. It’s a better way to distribute insight to business users so they can understand and take action… Read More »
We had written lot of test classes for one of our products. In fact we were following the best practices for writing test classes, one of them being writing separate class for separate functionality. While running all test classes we were encountering an issue of UNABLE_TO_LOCK_ROW. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce… Read More »
Creating email templates in Salesforce is an easy way to send an email notification that can save you a huge amount of time. Salesforce provides various types of email template – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce The Advantages and Disadvantages of each email Template are as follows :- Text Pros –… Read More »
This blog post is regarding one of the features of our integration product wherein the user can remove linking between already linked Salesforce Account and ERP Customer/Prospect. This can be done if the user no longer wants to keep the relation between two Accounts/Customers or wants to break all transaction which works real-time. After unlinking, user… Read More »
We all are aware of the need of clean and accurate data for any organization and how these duplicates make our life hell, no matter which industry or vertical we belong to. Take an example, you are looking for a specific record and you browsed to the respective tab, say, employees. When you filter the view,… Read More »
Salesforce has rolled out the Spring ’16 release and numerous features have been added to the existing Salesforce functionality. One application that has received a lot of improvement is the Process Builder. In this blog post, we will discuss one such feature added in the Process Builder. Real-time, bi-directional, multi-company – Sage ERP Integration with… Read More »
