Tag Archives: Salesforce Lightning and SageX3 integration

Promote Sales Order from SF to Sage X3 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 blog,… Read More »

Create Entity in GUMU™ SAGE X3 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 X3 Web service API method. The prerequisite of any integration is to map the data between the two systems. GUMU™, reads the table schema using Sage… Read More »

Setting up the Sage X3 Integration in GUMU’s New Lightning Interface

This blog highlights the instructions to create a new Integration with Sage X3 ERP using GUMU™ new interface in Salesforce Lightning Mode. PREREQUISITES:- LIGHTNING MODE IS ENABLEDLogin into Salesforce and click “Switch to Lightning Experience”GUMU PRODUCT IS INSTALLEDClick on SetupIn Quick Find, type “Installed Packages”Check if “GUMU Integration” is listed.CONFIGURE REMOTE SITE SETTINGS Follow the… Read More »

Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version

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 X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to… 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 »

Your favorite GUMU™ Sage ERP integration now works on Salesforce Lightning Components!

Greytrix– a Sage Champion Development Partner, is a one stop solution provider for Sage ERP and Sage CRM needs. We continuously evolve with your feedback which helps us in enhancing both the product and the process of the project team. Thank you for choosing GUMU™ Integration as your preferred integration framework for Salesforce – Sage… Read More »

Unlinking Salesforce Accounts using GUMU™ lightning version

This blog post is regarding one of the features of our GUMU™ integration product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts / Customers or wants to break the… Read More »