Tag Archives: GUMUSFSageERPX3

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 »

GUMU™ Salesforce Tricks & Tips – Understanding and Debugging the Import Log for Errors in Salesforce

In our previous Import blog, we explained how user can use GUMU™ import functionality to get records in Salesforce from Sage system. In this blog, we will explain how the user can view the status of Import routine of (any) entity and debug the information provided in the log to troubleshoot any issue related, by… Read More »

GUMU™ Salesforce Tricks & Tips – SSL Certificate Error

In this blog we will discuss the error that the users encounter while testing the connection from the respective Salesforce Org to their Sage ERP system while clicking the “Test Connection” button on the Configuration Module. The same error can be encountered when you try to access the real-time functionalities like “ERP Customer Details” or… Read More »

GUMU™ Salesforce Tricks and Tips – about creating Relationship between Entities Import Routine

We have already described the details of how Entity Sync Mapping functionality of GUMU™ can help you import any data from your Sage ERP system to Salesforce. In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can… Read More »

Details about GUMU™ External UID field

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 »

Unlinking Salesforce Accounts using GUMU™ lightning version

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 »

Managed Assignment of GUMU™

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 a default permission set in your Salesforce environment. Below are… Read More »

Salesperson Mapping Functionality in GUMU™ with Sage EM ERP

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM. Steps for assigning Sale Rep in Sage X3 for Customer: -> Click on “Common Data” section in Sage EM/X3 ->… Read More »

How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment

In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning Experience if you have been using GUMU™ and recently shifted to the same from Salesforce Classic. Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience: ->… Read More »

Real-time Pricing for Sage EM Sales Order in GUMU™

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss real-time pricing functionality of the GUMU™ Product while creating a new Sales Order record. To… Read More »