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 »
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 »
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 »
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 »
In our previous blog (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we have explained how users can integrate the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. In this blog (which is part 2 of the series) we will be explaining how changing the “Record Owner” in Salesforce… Read More »
This blog is related to the Standard Account Duplication rule that’s present in Salesforce. Since, GUMU™ integration processes “Account Import” functionality for importing Sage 300 Customers, in this blog we will be learning on how to control the issue. If an “Admin” is attempting to import customer from Sage 300 to Salesforce, there is a… Read More »
In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage ERP Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. This blog is part 1 of the series of blogs explaining the “Salesperson Mapping” functionality implemented by GUMU™ integration. To assign… Read More »
This blog post is regarding one of the features of our GUMU™ integration product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to break the… Read More »
This blog highlights the instructions to create a new Salesforce Sage 300 Integration (Accpac) 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 STEPS:- Click… Read More »
In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU™ component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU™ integration. GUMU™ creates default permission set in your Salesforce environment. Below are steps… Read More »