Tag Archives: Sage Intacct

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 »

Exploring the GUMU enhanced Import Routine process of ‘Required Parent Field’ functionality

In the blog we will be exploring the GUMU enhanced Import Routine process wherein the user can solve the problem of “Required Parent Field” Why does the error occur ? In our GUMU product, which facilitates the data integration between ERP systems and Salesforce, experiencing errors in the import process is a common occurrence. A… Read More »

Quick Line Entry feature for Salesforce-Sage Intacct Integration

This blog will explore the forthcoming feature of Quick Line Entry feature for Salesforce-Sage Intacct in GUMU™️ for Salesforce integration. Quick Line Entry (QLE) facilitates users by providing real-time pricing and the ability to add multiple records with a single button click. Users can establish default values for the product line, and customize field visibility… 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 »

Comprehensive approach for back updating mapped data from Salesforce to Sage Intacct after Importing records

In this blog, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… Read More »

Bulk Post Order from Salesforce to Sage Intacct

In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning… Read More »

Bulk Account Promotion from Salesforce to Sage Intacct

In this blog we will discuss how to Bulk Account Promotion works from Salesforce to Sage Intacct system. We have added new functionality to Promote multiple Customers/Accounts in Bulk from Salesforce to Sage Intacct ERP system. Before we proceed further, we first have to save the details of customer before Promotion. You can refer to… Read More »

Promote Salesforce Contact to Sage Intacct Customer Contact

In this blog, we will discuss how a user can Promote Salesforce Contact to Sage Intacct Customer Contact record in Sage Intacct system using GUMU™ Lightning Interface. We have recently released the Sage Intacct integration to Salesforce and have explained one of the key feature of the integration in this blog. In the Sage Intacct… Read More »

GUMU™ New Feature – Functional Description for Import Routines

In this blog, we learn the use of the newly added GUMU™ Feature of Description for Import routines column and Field in the Import Mapping tab. The description field can be useful for documenting specific characteristics or functionalities of the entity, such as providing additional information or details about the entity being mapped Sage 100,… Read More »