Tag Archives: Gumu Settings

GUMU™ Salesforce Tricks & Tips – Synching Additional (Order) Fields from Salesforce to Sage 300 ERP

Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time, bi-directional link. Using GUMU™, users can sync data between Salesforce to Sage ERP and vice versa. In this blog, we have detailed how users can synch additional field values and override certain field values while promoting Sales Orders… Read More »

GUMU™ Features – Sage ERP Data Preview

To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data… Read More »

Create Entity in GUMU™ SAGE 100 Integration – Lightning Interface

In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU™ & Sage 100 SData API method. The prerequisite of any integration is to map the data between the two systems. GUMU™, reads the table schema using Sage 100… Read More »

Create Entity in GUMU™ SAGE X3 Integration – Lightning Interface

In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU™ & Sage X3 Web service API method. The prerequisite of any integration is to map the data between the two systems. GUMU™, reads the table schema using Sage… Read More »

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 »