Tag Archives: SageEM

Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components

In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage X3 ERP

In the previous blog, we looked at the features included in the new Lightning Interface in GUMU™ Integration. In this blog, we will showcase how the new Salesforce – Sage ERP sync option will help users sync additional field values from the Salesforce object to the corresponding Sage X3 ERP module. For instance, if you… Read More »

GUMU™ Features – Import or Export Entity Mapping in Sync routines using GUMU™ Lighting Interface

Our GUMU™ Integration for Salesforce has launched a couple of new feature in its new version. One of the new key features introduced in GUMU™ is it enables user to Import and Export the Entity Mapping from the Entity Mapping/Import tab. Earlier, if the user needed the mapping to be added to a different Org,… Read More »

GUMU™ Salesforce Tricks & Tips – Scheduling Import Routines in GUMU™ Lighting Interface

In our previous blog for Import Routine we discussed about “How to Import Data from Sage (Sage 100, Sage 300, Sage X3) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »

GUMU™ Features – Sage ERP Data Preview

To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data… Read More »