Tag Archives: salesforce + sage 300

Automating Integration Monitoring with Daily Statistics Emails in Salesforce using  GUMU™ Integration

In today’s fast-paced business environments, seamless data integration and transparent reporting are crucial for efficient decision-making and troubleshooting. That’s where the Daily Integration Statistics Email functionality comes in a smart enhancement that automates reporting while keeping key stakeholders informed. What Is the Daily Integration Statistics Email Feature? This feature is designed to automatically send daily… Read More »

Introducing Quick Line Entry for Quotes in Salesforce Using GUMU™ Integration

Discover the new Quick Line Entry feature for Quotes in Salesforce, now available through GUMU™ integration for Sage X3, Sage 100, and Sage 300 Cloud ERP. This powerful addition enables users to effortlessly add multiple products to a Quote in one go, streamlining the process, enhancing user experience, and ensuring data consistency across Salesforce and… Read More »

Streamlining Order Promotion in Salesforce: GUMU™ Now Supports Direct Promotion from Standard Order Page

As part of our mission to simplify ERP integrations and enhance user workflows, we’re excited to introduce a powerful new upgrade to the GUMU™ Salesforce integration:Order Promotion is now available directly on the standard Salesforce Order record page fully compatible with all supported ERPs. What’s New ? Previously, promoting a Sales Order required users to… Read More »

GUMU™ Feature: Improved Security Tree View with Smart Text Search

The latest enhancement to the GUMU™ Security Matrix UI significantly improves access control and user experience for administrators and end-users alike. With the introduction of a tree-structured view, profiles and users are now conveniently displayed in a single, unified interface eliminating the need to switch between separate screens. A user-friendly toggle button allows seamless switching… Read More »

Effortlessly Import Sync with GUMU’s new “Create Integration Stats” Checkbox in the Entity Mapping Header

In this blog post, we’ll explore a new GUMU enhancement that introduces a “Create Integration Stats” checkbox in the Entity Mapping Header. This feature provides users with the option to manage the generation of records in the Integration_Statistics__c object during the import routine sync. Since these records are generated as part of the sync process,… Read More »

GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »

Optimizing Log Management: Automating Deletion of Logs, Import Job Logs, and Integration Statistics

In a previous blog, we explored how GUMU™ simplifies log management. In this blog, we dive deeper into the enhanced features of automating deletion of log records, exploring practical implementation strategies, and providing insights on maximizing its benefits for the organization. This new functionality will provide users with the ability to delete Import_Jobs__c and Integration_Statistics__c… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Sage 300C integration

In this blog, we’ll discuss the new feature, Quick Product Search on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A QPS or Quick Product Search on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »