Tag Archives: GUMU™LightningInterface

Create Entity in GUMU™ SAGE X3 Integration – Pure 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. Our GUMU™, reads the table schema using… Read More »

Setting up the Sage X3 Integration in GUMU’s New Pure Lightning Interface

This blog highlights the instructions to create a new Integration with Sage X3 ERP using GUMU™ 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 Follow the… Read More »

Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version

In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to… Read More »

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

In the previous blog, we looked on the ways to sync additional fields (at Order header level) from Salesforce to Sage 100 ERP In this blog we will showcase further the ways to Sync additional values from the Order Detail screen for the selected Product and also how you can override certain values related to… Read More »

GUMU™ Salesforce Tricks & Tips – Activating “Additional Fields” button for use during Sales Order Promotion

In our previous blog, we explained the details about the newly updated GUMU™ feature of user defined fields that can be passed along from Salesforce to Sage. Since, Salesforce doesn’t allows editing of the Page layout that are added to the instance through Managed Package, we have added details here for Salesforce Admin to make… Read More »

GUMU™ New Feature – Using Standard Opportunity Workflow functionality in Salesforce-Part 2

In our previous blog we discussed how a user can make use of the standard Salesforce Sales Workflow functionality. And later use the Quote created (using the Real-Time pricing from Sage) in Salesforce, to promote it to Sage 100 ERP system. In this blog we will help you understand how to add products in Quote… Read More »

GUMU™ Features – Real-time Pricing from Sage 100 explained

Our Product GUMU™ Integration offers real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing an important “Real-time pricing” feature of GUMU™ Product while creating a new Sales Order record. Please follow the steps mentioned in the blog to create a Sales Order in… 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 »

Promote Sales Order from SF to Sage 100 ERP through GUMU™ using Salesforce Lightning Components

Our Product GUMU™ Integration is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU™ Integration is Salesforce lightning compatible. In this… Read More »

GUMU™ New Feature – Using Standard Opportunity Workflow functionality in Salesforce

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here in this blog we will discuss how a user can make use of the Standard Salesforce Sales WorkFlow functionality and use the Quote created (using… Read More »