Tag Archives: integrate salesforce with sage 100

Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version

In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU™. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout. Quote Creation in Salesforce Login to Salesforce. Navigate to “App launcher”. Search for “Opportunity” and… Read More »

Promote/Update Salesforce Contact to Sage 100 using GUMU™ Lightning Interface

In Sage 100 (US) system, each account has one or more than one Contacts, whereas Salesforce supports multiple contacts. Here, in this blog, we will discuss on how to promote Contacts from Salesforce to Sage 100 ERP. As well as how to update contact records on Real Time basis using GUMU™ Lightning version. Below are… Read More »

Salesforce Webservice Patch Method – HTTP PATCH verb in Salesforce

One of the awaited features that we were looking from Salesforce technical team is HTTP PATCH verb. Our product GUMU™ Integration deals with various web services as a part of integration with ERPs. Posting huge records with lots of ERP data was causing unnecessary performance issue with PUT verb. In other words, we are able to… Read More »

Enable Editing of Open Sales Orders in GUMU™ Sage 100 Integration

Our GUMU™ Integration has launched a couple of new features in its new version. One of the new upcoming features introduced in GUMU™ is it enables to edit promoted Sales Order. In our previous blog for promoting Sales Order we perceived how a user can Promote Sales Orders from Salesforce to Sage 100. Earlier we… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Orders in Salesforce

We introduce features in GUMU™, keeping in mind the dynamic functionalities that a user needs while working in Salesforce for achieving a task. We have now introduced a new feature wherein a user can activate/deactivate the Tax calculation setting for their Sales process. In this blog, we will discuss how to Activate/Deactivate Tax for Order… Read More »

Bulk Activating Products in Salesforce through GUMU™ Import Routine

In this blog, we will discuss how to Bulk Active all the Products in Salesforce. If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which… Read More »

Setting up Fields on GUMU™ Real-Time Inquiry Screen

In our previous blog, we provided details about the upcoming feature of how a user can set Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen. In this blog we are discussing another upcoming feature on how user can setup fields on the GUMU™ Real-time Inquiry Screen. This feature will provide the user with the… Read More »

Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen

In this blog, we are going to understand the upcoming feature related to the fields display on the Real-time inquiry screen of GUMU™. This feature provides Field Accessibility at Profile and User Level and accordingly it will display the fields on the Real-time inquiry screen. So if you want particular field access in real-time to be… Read More »

Bulk Account Promotion from Salesforce to Sage 100 ERP

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 »