Tag Archives: Gumu Settings

GUMU™ Features – Security Matrix in Salesforce Lightning Interface

With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU™ integration allows you to give access rights to various GUMU™ features like Administration, Promote Customer/Accounts, Sales Order and Real-time Customer Details. These rights are provided to individual User or to a specific User… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Order) Fields from Salesforce to Sage 100 ERP

In the previous blog, we looked upon the features that have been now included in the new Lightning Interface for Import Entity Routine in GUMU™ Integration to add additional fields to the “Promote (Customer)” functionality from Salesforce to Sage 100 ERP. Keeping in continuation; this blog will focus on how the users can synch additional… Read More »

GUMU™ Salesforce Tricks & Tips – Understanding and Debugging the Import Log for Errors in Salesforce

In our previous Import blog, we explained how user can use GUMU™ import functionality to get records in Salesforce from Sage system. In this blog, we will explain how the user can view the status of Import routine of (any) entity and debug the information provided in the log to troubleshoot any issue related, by… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage 100 ERP

In the previous blog, we had a look on the features that have now been included in the new Lightning Interface for Import Entity Routine in GUMU™ Integration. In this blog, we will show-case how the newly introduced Salesforce – Sage ERP synch option will help users in synching additional field values from Salesforce object… Read More »

Import Entity Routine in GUMU™ New Pure Lightning Interface

In our previous blog for Import Entity we discussed about “How to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of the same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »

GUMU™ Salesforce Tricks and Tips – about creating Relationship between Entities Import Routine

We have already described the details of how Entity Sync Mapping functionality of GUMU™ can help you import any data from your Sage ERP system to Salesforce. In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can… Read More »

Details about GUMU™ External UID field

GUMU™ Integration uses External UID to identify the Records that have been imported from Sage ERP system to Salesforce Org. External UID is a unique record that identifies the Customer and Product masters and gives information about the integration key along with the corresponding Customer Number and Product Number values present in the integrated Sage… Read More »

GUMU™ Salesforce Tricks and Tips – about the use of Filter in Import Functionality

In this blog, we are about to discuss how to filter & import specific data from Sage 100 ERP to Salesforce using the new GUMU™ Interface using the Lightning Component. Kindly follow the steps stated below in order to use filter functionality in Salesforce: – Login to Salesforce Org. Navigate to app launcher and select… Read More »

Salesperson Mapping functionality in GUMU™ with Sage 100 ERP – Part 3

In our previous blogs, (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we discussed about how a user can assign salesperson and how we can change the owner of the account. In this blog (which is part 3 of the series) we will be explaining how changing the “Record Owner” value in Salesforce with… Read More »

Setting up the Sage 100 Integration in GUMU’s New Pure Lightning Interface

This blog highlights the instructions to create a new Integration with Sage 100 ERP (MAS 90) using GUMUTM new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click “Switch to Lightning Experience”GUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type “Installed Packages”Check if “GUMU Integration” is listed.CONFIGURE REMOTE SITE SETTINGS… Read More »