Tag Archives: Gumu SF Integration

GUMU™ Salesforce Tricks & Tips – User Controlled PDF Format of Customer Transactions on GUMU™ Real-Time Inquiry from Sage X3

In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »

Primary Contact Promotion from Salesforce to Sage 300 Cloud Using Salesforce Lightning Version

This blog post will dive into the topic of Primary Contact promotion from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration within the Salesforce Lightning platform, providing a comprehensive guide for users. In our GUMU™ Integration, we have integrated AR Customer, Contact, and Sales Order along with their related entities. This information synchronizes between… Read More »

How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU™ lightning version

In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »

New GUMU Chain Next Functionality for Entity Mapping/Import in GUMU™ Settings for Integration

In this blog, we will discuss one of the new key features introduced in GUMU™ Integration in which a user can see the Entity name in the GUMU Chain Next list Field in Entity Mapping/Import tab. Parent Entity and their child entity to Sync data from the Import the Entity Mapping from the Entity Mapping/Import… Read More »

HOW TO SOLVE ERROR “Duplicate Import routine found on Order object, Please select Master Import Routine”

In this blog, we will discuss the “Duplicate Import routine found on order object, Please select master import routine” error GUMU™ for Sales Order Promotion. Error Screenshot App Launcher Click on GUMU Settings Go To GUMU Settings Click on Entity Import Routine Click on Edit Click On Master Checkbox Click On Save Order Promoted Successfully… Read More »

Quote To Order Conversion on a Single button click in Salesforce with GUMU™

In this blog, we will discuss the Quote to Order feature in Lightning using GUMU™. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual/typo errors that could be encountered. Quote To Order To use the Quote to Order flow on a button click follow the… Read More »