Tag Archives: Salesforce integration with Sage 100

GUMU™ Salesforce Tricks & Tips – Scheduling Import Routines in GUMU™ Lighting Interface

In our previous blog for Import Routine we discussed about “How to Import Data from Sage (Sage 100, Sage 300, Sage X3) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »

GUMU™ Features – Add-On – Promoting Salesforce Account as a Vendor to Sage 100

In this blog we will discuss about how the user can promote an already existing “Account” in Salesforce as a “Vendor” in Sage 100 ERP by using GUMU™ Lightning Version. For the classic version, you can refer this blog on Vendor Promotion. Note: It is mandatory to synchronize some required entities such as AP Division,… Read More »

GUMU™ Features – Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 100 using Lightning Version

Our GUMU™ Sage ERP Integration for Salesforce(Sage 100, Sage X3 and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. In our previous blog, we have explained the functional aspect of the add-on that is used over and above the standard GUMU package… Read More »

GUMU™ Features – Sage ERP Data Preview

To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data… Read More »

GUMU™ Salesforce Tricks & Tips – Real-Time Tax Calculation in Sales Order for Sage 100

In the previously posted blog, we explored the ways through which users can seamlessly promote Salesforce Sales Order record to Sage 100 ERP system using native SFDC Lightning Components. In this blog will dwell further on an interesting aspect on how the GUMU™ Integration Sales Order functions (for an integrated customer record), to which the… Read More »

GUMU™ Salesforce Tricks & Tips – Data Validation for Sage 100 Country Code in Salesforce

In this blog we will be discussing the data length issue related to the billing country field existing in Address (Billing or Shipping). Since GUMU™ integration, consists of Account Promote/Update functionality for data consistency between Salesforce Account and Sage 100 Customer, users would face errors related to the data validation settings in the 2 systems… Read More »

Create Entity in GUMU™ SAGE 100 Integration – Lightning Interface

In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU™ & Sage 100 SData API method. The prerequisite of any integration is to map the data between the two systems. GUMU™, reads the table schema using Sage 100… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Order Details) Fields from Salesforce to Sage 100 ERP

In the previous blog, we looked on the ways to sync additional fields (at Order header level) from Salesforce to Sage 100 ERP In this blog we will showcase further the ways to Sync additional values from the Order Detail screen for the selected Product and also how you can override certain values related to… Read More »