In this blog, we will discuss a key feature of GUMU™ for Salesforce – Sage X3 integration using new Lightning interface. You can promote an “Account” of Salesforce, as a “Prospect” to Sage X3 ERP. Mentioned below are steps to perform in order to Promote Prospect from Salesforce to Sage X3 ERP system:- Go to App Launcher & click on “GUMU… Read More »
This blog will help a user to understand how they can promote an Account’s Billing Address from Salesforce to Sage X3 using GUMU Integration lightning version. Pre-requisite for promoting a “Billing Address” is the Account (the user has selected) should be Promoted or Linked to Sage X3 Customer. For more details on how a user… Read More »
In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU™ we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let’s understand with an… Read More »
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 »
In our previous blog Understanding and Debugging the Import Log for Errors in Salesforce, we tried to explain how the user can view status of Import and debug the information in the log (to troubleshoot any related issue). In this blog, we will be sharing, details about why was it needed to introduce “Pagination” in… Read More »
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 »
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 »
This blog is in continuation to the previous blog, and here we will give details of how to search data with a specific field value. Now the user has special permissions to access Objects in Salesforce, it’s time to provide access to Sage fields. In this example we will take into consideration the “Customer Number”… Read More »
In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as… Read More »
In this blog, we will show you how to display/change a Company logo/icon on the GUMU™ Customer No. field of the Salesforce Org. Kindly follow the below steps:- Login to your Salesforce Org, go to the Setup. In the Quick Find box, search for “Static Resources”. Open the module, create new static resource and choose… Read More »