Tag Archives: Sage 100 Connector with Salesforce

GUMU’s upcoming feature: Enhanced Security Matrix with a Dynamic Tree View!

In this blog we shall outline the new feature enhancement for the Security Matrix UI. The Enhanced Security Matrix provides better access control at both the Administrator and User levels, featuring two distinct components: Security Level Profiles and User Levels. Purpose of Enhanced Security Matrix Previously, accessing different security levels (Profiles and Users) in the… Read More »

GUMU™ Feature: Quick Product Search on Order Line Items for Salesforce – Sage 100 Integration

In this blog, we’ll discuss the new feature, Quick Product Search (QPS) on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A Quick Product Search (QPS) on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »

How to abort all existing background Apex Jobs in Entity Mapping/Import module

In this blog, we will delve into the steps required to abort all existing background Apex Jobs within the Entity Mapping/Import module in Salesforce. The blog will cover: What Apex Jobs are and their role within Salesforce? Apex Jobs are asynchronous processes that run in the background in Salesforce. These jobs allow for tasks that… Read More »

GUMU™ Feature: Enhanced Entity Mapping/Import based on Sync Type

In this blog, we will be discussing the benefits of using the “Sync Type” in Entity Mapping/Import based on Sync Type Import routine to streamline data management processes and improve overall workflow. The Entity Mapping/Import module has been upgraded to clearly differentiate between Default Import routines provided by the GUMU™ package and Custom Import routines created… Read More »

GUMU™ Feature: Experience Real-time Product Inquiry on Quote Line Item in Salesforce – Sage 100 Integration

In this blog, we’ll discuss the new feature in the GUMU™ Integration, Real-time Product Inquiry on Quote Line which allows users to view real-time product information while adding or updating line items on the Quote Line Item screen in Salesforce. Follow the steps below to get real-time pricing from the Sage 100 system. Real-time Product… Read More »

Salesforce State and Country Territory Picklist – How to fix the error : “There’s a problem with the country. Please select a valid country from the list.”

Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »

Set the Customer No field as “Not Required” in Salesforce while it is set to use the “Auto Number” functionality in Sage

In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »

How to fix the Null list index error on the Real-Time Inquiry screen in GUMU™

This blog aims to provide a solution to fix the Null list index error on the Real-Time Inquiry screen’s Back button of a particular Customer’s Sales Order Inquiry. Steps to adhere to fix the null list index error Log in to your Salesforce Org. Access the App Launcher and choose GUMU™ Integration from the App… Read More »