Tag Archives: integrate salesforce with sage x3

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 »

Think of ERP – CRM Integration, Get GUMU™ for Salesforce – Sage Enterprise Management Integration

Siloed business systems are a yesteryear! Organizations are moving to the next level of digital. Forward-thinking business owners and IT leaders are making use of real-time information of their financial, managerial and marketing processes together and making informed critical decisions not just by sitting in the office but by making them on the go! Organizations… Read More »

Promote Sales Order from Salesforce to Sage Enterprise Management

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from… Read More »

Import Data From ERP to Salesforce in Sage X3 using Last Sync field and value

Our GUMU™ Sage ERP Integration for Salesforce (Sage Enterprise Management, Sage 100 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 to bring data in bulk from Sage X3 to Salesforce using the last… Read More »

Filter Sage X3 ERP Details on Real-time basis

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. GUMU also allows users to keep track of their ERP data on a real-time basis without a hitch. Here in this blog,… Read More »

Promote Salesforce Contacts to Sage X3 ERP using GUMU™

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to… Read More »

Promoting Billing Address from Salesforce to Sage ERP X3

In our previous blog, we had seen how to Promote Shipping Address from Salesforce to Sage X3 using GUMU Integration. Now, we will see how to promote multiple Billing Addresses from Salesforce to Sage X3. Pre-requisite- An Account in Salesforce should already be linked with the Sage X3 Customer. Now for promoting a new Billing… Read More »