Integrations between Salesforce and Sage Intacct rely heavily on accurate and consistent Location data across Accounts, Orders, Opportunities, Quotes, and all related line items. When Salesforce sends records with incorrect or mismatched Location values, Sage Intacct may be unable to determine the correct LocationID and Parent Entity, causing the promotion process to fail. One of… Read More »
In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »
In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »
