In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as… Read More »
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 this blog we will be see the how to promote an Purchase Order to Sage 300 system in the Lightning version of… Read More »
In this blog, we will show you how to display/change a Company logo/icon on the GUMU™ Customer No. field of the Salesforce Org. Kindly follow the below steps:- Login to your Salesforce Org, go to the Setup. In the Quick Find box, search for “Static Resources”. Open the module, create new static resource and choose… Read More »
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 »
In this blog we will discuss about how the user can promote an already existing “Account” in Salesforce as a “Vendor” in Sage 300 ERP by using GUMU™ Lightning Version. Kindly follow the below steps within Salesforce: Login to Salesforce. Navigate to “App launcher” and Click on “GUMU Integration” GUMU Integration Click on the “Accounts”… Read More »
Our GUMU™ Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.… Read More »
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 »
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 »
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 »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage 300 ERP. Note: It is mandatory to synchronize some entities such as Category, Tax Group which are set as required for a customer in Sage… Read More »