Tag Archives: salesforce and sage 100 integration

Salesperson Mapping functionality in GUMU™ with Sage 100 ERP- Part 2

In our previous blog (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we have explained how users can integrate the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. In this blog (which is part 2 of the series) we will be explaining how changing the “Record Owner” in Salesforce… Read More »

Promote Shipping Address as default address in SF – Sage 100 Integration Lightning Interface

GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 100 and vice versa. Here, in this blog, we will discuss how to view & promote Address as default ship to/Primary from Salesforce to Sage ERP 100. The following steps… Read More »

Salesperson Mapping functionality in GUMU™ with Sage 100 ERP – Part 1

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. This blog is part 1 of the series of blogs explaining the “Salesperson Mapping” functionality implemented by GUMU™… Read More »

Unlinking Salesforce Accounts using GUMU™ lightning version

This blog post is regarding one of the features of our GUMU integration product wherein the user can remove a linked account that is already linked with Salesforce Account and Sage ERP Customer. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to… Read More »

Managed Assignment of GUMU™

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 a default permission set in your Salesforce environment. Below are… Read More »

Greytrix Partners with Akuna Solutions to Cater to the Growing needs of the Australian Economy with Salesforce CRM- Sage ERP Integration

Greytrix– a top integration and migration solutions as well as a one stop implementation and customization service provider of Sage softwares, is pleased to announce a strategic Partnership with Akuna Solutions for taking Salesforce CRM- Sage ERP integrations to the Australian market. Greytrix and Akuna Solutions have entered into a Partnership to implement cloud Salesforce… Read More »

Resolve Process Builder error while importing data using GUMU™

This blog is about how GUMU™ Integration Import Routine Logs provides information about an error while importing invalid data from Sage ERP to Salesforce. Let’s consider an example where a custom “Process Builder” created in Salesforce validates only those Contact created in Salesforce org which has email address appended as “tets.com”. Now the GUMU™ Integration… Read More »

Real-time AR Inquiry in GUMU™ for Salesforce SAGE 100 (US) ERP Integration

In our previous blog Real-time details in GUMU™ Sage 100 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you to view the Real-Time AR Inquiries of the customer. Below are the steps- -> Navigate to the real-time details page for a Customer by either… Read More »

How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment

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 »