Tag Archives: salesforce CRM integration for sage erp

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 »

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 »

Filter Sage 300 ERP Details on Real-time basis

In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU “Filter” help us to find particular Invoice or Sales Order based on criteria. To imply these filters,… Read More »

Think of ERP – CRM Integration, Get GUMU™ for Salesforce – Sage Enterprise Management Integration

Siloed business systems are a yesteryear! Organizations are moving to the next level of digital. Forward-thinking business owners and IT leaders are making use of real-time information of their financial, managerial and marketing processes together and making informed critical decisions not just by sitting in the office but by making them on the go! Organizations… Read More »

Promote Salesforce Contacts to Sage 300 ERP using GUMU™

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 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to Sage… Read More »

Import data using GUMU™ SAGE 300 ERP Integration for Salesforce

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is 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 how to bring data in bulk from Sage 300 to Salesforce. Please follow the below… Read More »

GUMU™ Feature – Promote Sales Order from Salesforce to Sage 300 ERP

GUMU™ Sage ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which sync data from Salesforce to Sage 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Sales Order from Salesforce to Sage ERP… Read More »

GUMU™ for Salesforce Sage ERP Integration: Real-time insights with improved responsiveness, superior security and performance

Every organization in order to achieve continuous growth should engage itself in integrating its business software solutions. So how does one achieve front-end and back-end integration to optimize the business software solutions? Sage ERP (Sage X3 | Sage 300 | Sage 100) and Salesforce form the backbone of your organization’s IT ecosystem. Businesses use Sage… Read More »

Promote Shipping Address in Salesforce – Sage 300 Integration

In our previous blog, we had seen how to promote an Account of Salesforce as a Customer in Sage 300. Now, we will see how to promote multiple Shipping addresses from Salesforce to Sage 300. Pre-requisite- An Account in Salesforce should already be linked with the Sage 300 Customer. Now for promoting a new Shipping… Read More »