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 »
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 »
Salesforce provides a feature, using which users can directly convert Lead into Account-Contact-Opportunity [ACO]. Sometimes, user may have some custom fields in lead object and want information in this field to be transferred to ACO, once the lead has been converted. Most users simply create the same custom field of Lead in ACO and expect… Read More »