Tag Archives: Salesforce Lightning and Sage 100 integration

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 »

Creation of Default Entities and Mappings using GUMU’s New Lightning Interface

Data between a Sage ERP and Salesforce can be synced by utilizing “Entity mappings” functionality of GUMU™. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU™ Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually… 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 »

GUMU™ Salesforce Tricks & Tips – Activating “Additional Fields” button for use during Sales Order Promotion

In our previous blog, we explained the details about the newly updated GUMU™ feature of user defined fields that can be passed along from Salesforce to Sage. Since, Salesforce doesn’t allows editing of the Page layout that are added to the instance through Managed Package, we have added details here for Salesforce Admin to make… Read More »

GUMU™ New Feature – Using Standard Opportunity Workflow functionality in Salesforce-Part 2

In our previous blog we discussed how a user can make use of the standard Salesforce Sales Workflow functionality. And later use the Quote created (using the Real-Time pricing from Sage) in Salesforce, to promote it to Sage 100 ERP system. In this blog we will help you understand how to add products in Quote… Read More »

GUMU™ Features – Real-time Pricing from Sage 100 explained

Our Product GUMU™ Integration offers real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing an important “Real-time pricing” feature of GUMU™ Product while creating a new Sales Order record. Please follow the steps mentioned in the blog to create a Sales Order in… 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 »