Tag Archives: Salesforce Lightning integration with SageX3

Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen

In this blog, we are going to understand the upcoming feature related to the fields display on the Real-time inquiry screen of GUMU™. This feature provides Field Accessibility at Profile and User Level and accordingly it will display the fields on the Real-time inquiry screen. So if you want particular field access in real-time to be… Read More »

Experience Real-time Account Inquiry (with Lightning compatibility) in SF – Sage X3 Integration

Our product GUMU™ Integration is well-known for its real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. In this blog, we will be discussing how to see Real-Time ERP Information on the Account object in Salesforce. Once the integration of Salesforce – Sage X3 ERP is successful using the GUMU™… Read More »

Viewing Customer Real-Time Inquiry in PDF file for faster response

In this blog, we are discussing the new feature of GUMU™ Integration which converts the GUMU™ real-time information to PDF. This feature provides user the ability to convert real-time information of Customer’s corresponding record into the PDF format. Mentioned below are steps that will help users to get a PDF of Real-time Information of the… Read More »

Enabling GUMU™ Integration Lightning pages for Apple Safari

Our GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real time bi-directional link. Using GUMUTM user can sync data between Salesforce to Sage ERP and vice-versa. In this blog; we will look upon effective ways to use GUMU™ Integration solution on a Safari browser. Safari is an in-built browser… Read More »

GUMU™ Salesforce Tricks & Tips – Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components

This blog will help a user to understand how they can promote an Account’s Billing Address from Salesforce to Sage X3 using GUMU Integration lightning version. Pre-requisite for promoting a “Billing Address” is the Account (the user has selected) should be Promoted or Linked to Sage X3 Customer. For more details on how a user… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP

In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU™ we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let’s understand with an… Read More »

Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components

In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »

GUMU™ Salesforce Tricks & Tips – Synching Additional (Accounts) Fields from Salesforce to Sage X3 ERP

In the previous blog, we looked at the features included in the new Lightning Interface in GUMU™ Integration. In this blog, we will showcase how the new Salesforce – Sage ERP sync option will help users sync additional field values from the Salesforce object to the corresponding Sage X3 ERP module. For instance, if you… Read More »