In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to… Read More »
With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU™ integration allows you to give access rights to various GUMU™ features like Administration, Promote Customer/Accounts, Sales Order and Real-time Customer Details. These rights are provided to individual User or to a specific User… Read More »
In our previous Import blog, we explained how user can use GUMU™ import functionality to get records in Salesforce from Sage system. In this blog, we will explain how the user can view the status of Import routine of (any) entity and debug the information provided in the log to troubleshoot any issue related, by… Read More »
In this blog we will discuss the error that the users encounter while testing the connection from the respective Salesforce Org to their Sage ERP system while clicking the “Test Connection” button on the Configuration Module. The same error can be encountered when you try to access the real-time functionalities like “ERP Customer Details” or… Read More »
We have already described the details of how Entity Sync Mapping functionality of GUMU™ can help you import any data from your Sage ERP system to Salesforce. In this blog we will be highlighting the instructions on how to create relationship in the import routine for related objects, so that the data from those can… Read More »
GUMU™ Integration uses External UID to identify the Records that have been imported from Sage ERP system to Salesforce Org. External UID is a unique record that identifies the Customer and Product masters and gives information about the integration key along with the corresponding Customer Number and Product Number values present in the integrated Sage… Read More »
In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU™ component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU™ integration. GUMU™ creates default permission set in your Salesforce environment. Below are steps… Read More »
In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM. Steps for assigning Sale Rep in Sage X3 for Customer: -> Click on “Common Data” section in Sage EM/X3 -> Click on “Customers”… Read More »
In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning Experience if you have been using GUMU™ and recently shifted to the same from Salesforce Classic. Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience: ->… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss real-time pricing functionality of the GUMU™ Product while creating a new Sales Order record. To… Read More »
