Salesforce is the #1 Cloud CRM solution with the core modules like customer service, marketing automation, analytics, and application development services. While on the other hand, Sage ERP manages business processes such as accounting, procurement, project management, risk management, compliance and supply chain operations. An integrated ERP – CRM system provides control and organisation of… Read More »
In this blog, we will show you how to promote multiple accounts/customers from Salesforce to Sage 100 ERP system. In the new update of GUMU™ Integration, we have added new functionality to promote multiple Customers/Accounts in Bulk from Salesforce to Sage 100 ERP system. Before we proceed further, make sure you know how to save… Read More »
In our previous blog we discussed, details about setting an Entity in Sage SData to sync from Sage to Salesforce. If a user/technical expert modifies the data definition/structure in Sage 100 ERP, Sage updates the data definition file (MASCONTRACT.xml) of SData to include schema of the updated data. During the process, application also overrides definition… Read More »
In this blog, we are discussing the new feature of GUMU™ Integration which converts the GUMU™ real-time information to PDF. This feature provides user the ability to convert real-time information of Customer’s corresponding record into the PDF format. Mentioned below are steps that will help users to get a PDF of Real-time Information of the… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real time bi-directional link. Using GUMUTM user can sync data between Salesforce to Sage ERP and vice-versa. In this blog; we will look upon effective ways to use GUMU™ Integration solution on a Safari browser. Safari is an in-built browser… Read More »
In this blog, we will discuss a key feature of GUMU™ for Salesforce – Sage X3 integration using new Lightning interface. You can promote an “Account” of Salesforce, as a “Prospect” to Sage X3 ERP. Mentioned below are steps to perform in order to Promote Prospect from Salesforce to Sage X3 ERP system:- Go to App Launcher & click on “GUMU… Read More »
This blog will help a user to understand how they can promote an Account’s Billing Address from Salesforce to Sage X3 using GUMU Integration lightning version. Pre-requisite for promoting a “Billing Address” is the Account (the user has selected) should be Promoted or Linked to Sage X3 Customer. For more details on how a user… Read More »
In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU™ we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let’s understand with an… Read More »
Our Product GUMU™ Integration offers a real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing a newly introduced feature coming to the GUMU™ integration. This feature will allow users to view Real-Time Information of Product which can be experienced when a Sales Rep creates and… Read More »
In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »
