Salesforce.com-Tips and Tricks
In this blog, we will explore how to import data from Sage 300 ERP to Salesforce using the Last Sync Field and Last Sync Value features. GUMU™ for Salesforce is a real-time, bi-directional integration that allows users to sync data between Salesforce and Sage ERP seamlessly. To import data from Sage 300 ERP to Salesforce… Read More »
In this blog, we’ll discuss the new feature, Quick Product Search (QPS) on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A Quick Product Search (QPS) on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »
A key challenge when integrating Salesforce with Sage is managing Product Line Descriptions meet character limits. Salesforce allows descriptions up to 255 characters, while Sage restricts them to 60 characters, causing truncation and potentially losing important information when promoting quotes or orders in Sage. To prevent this, a validation rule in Salesforce is needed to… Read More »
In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line Item which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 300C system. Real-time… Read More »