Tag Archives: salesforce CRM integration for sage erp

Promote Shipping Address as default address in SF – Sage 300 Integration Lightning Interface

In our GUMU™ Integration we provide the user multiple options to update/promote various entities between Salesforce and Sage ERP. In this blog, we will discuss about how the user can promote/update an Address as Default/Primary Ship-To address from Salesforce to Sage 300 ERP. Kindly follow the below steps in order to promote address as default… Read More »

Setting up the Sage 300C (version 2019 onwards) Integration in GUMU Lightning Interface

The GUMUTM Integration for Salesforce is compatible with the latest version of Sage 300 v2019. The Sage 300C can be hosted on a cloud environment and hence can be accessed from anywhere in its browser interface. Unlike its previous installments where integration was done via the SData web service, the current version utilizes Web API.… Read More »

Promote Sales Order from SF to Sage 300 ERP through GUMU™ using Salesforce Lightning Components

Our product GUMU™ Integration is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU™ Integration is Salesforce lightning ready. In this… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP

In the previous blog, we had a look on the features that have now been included in the new Lightning Interface for Import Entity Routine in GUMU™ Integration. In this blog, we will be discussing how users can synch Additional Fields values for Accounts from Salesforce object to the corresponding A/R Customers in Sage 300… Read More »

GUMU™ Features – Security Matrix in Salesforce Lightning Interface

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 »

GUMU™ Salesforce Tricks & Tips – Understanding and Debugging the Import Log for Errors in Salesforce

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 »

GUMU™ Salesforce Tricks & Tips – SSL Certificate Error

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 »

GUMU™ Salesforce Tricks and Tips – about creating Relationship between Entities Import Routine

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 »

Details about GUMU™ External UID field

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 »