Tag Archives: mapping

Salesperson Mapping Functionality in GUMU™ for Salesforce – Sage X3 ERP Integration

In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »

Mapping custom lead fields to standard contact fields

In one of our last posts  “Mapping custom lead fields in Salesforce”,  we described how we can use the standard salesforce functionality to transfer the custom lead field to custom opportunity field when converting a lead to an account-contact-opportunity [ACO]. Sometimes we may want to transfer the data that is in a custom lead field… Read More »