In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU™ component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU™ integration GUMU™ creates a default permission set in your Salesforce environment. Below are… Read More »
In this blog, we will discuss how to add the Promote Customer and ERP Customer Details buttons in the Lightning Experience if you have been using GUMU™ and recently shifted to the same from Salesforce Classic. Following are the steps for adding the “Promote Customer” button and “ERP Customer Details” button in Lightning experience: ->… Read More »
The pre-requisite of any integration is to map the data between the two systems. Our GUMU™ link reads the table schema using Sage 300 services and enables a user to see all schema information like field name, filed label, data type and default values of fields at the click of a button. Let’s walk you… Read More »
In our previous blog Real-time details in GUMU Sage 300 ERP Integration for Salesforce we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Sales Order for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »
In our GUMU™ integration we have integrated AR Customer, Contact and Sales Order along with their related entities. This information sync between Salesforce and Sage ERP. Today in this blog, we will discuss one of the key features of GUMU™ Integration that is how a user can promote Primary Contact from Salesforce to Sage 300.… Read More »
In our previous blog Real-time details in GUMU™ SAGE 300 ERP Integration for Salesforce, we had seen how you can access the real-time Customer details. This blog will help you guide in viewing the real-time Quote inquiries for a Customer. Below are the steps- – > Navigate to the real-time details page for a Customer.… Read More »
Our GUMU™ for Salesforce – Sage ERP integration has many upcoming features which we are continuously working on to enhance client experience and make GUMU™ useful as per his business requirement. In this blog, we will discuss another key feature of GUMU™ Integration. How a user can promote an A/R Invoice from Salesforce to Sage 300.… Read More »
In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU “Filter” help us to find particular Invoice or Sales Order based on criteria. To imply these filters,… Read More »
GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage 300 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to Sage… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is real time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Here, in this blog we will discuss how to bring data in bulk from Sage 300 to Salesforce. Please follow the below… Read More »