Tag Archives: salesforce + sage 300

How to add GUMU™ Promote Customer and ERP Customer Details buttons when switching to Lightning environment

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 »

Create Entity in GUMU™ SAGE ERP 300 Integration for Salesforce

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 »

Real-time Sales Order Details in GUMU™ SAGE 300 ERP Integration for Salesforce

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 »

Promote Primary Contact from Salesforce to Sage 300

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 »

Real-time Quote Inquiry in GUMU™ SAGE 300 ERP Integration for Salesforce

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 »

AR-Invoice promotion from Salesforce to Sage 300

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 »

Filter Sage 300 ERP Details on Real-time basis

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 »

Promote Salesforce Contacts to Sage 300 ERP using GUMU™

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 »

Import data using GUMU™ SAGE 300 ERP Integration for Salesforce

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 »

GUMU™ Feature – Promote Sales Order from Salesforce to Sage 300 ERP

GUMU™ Sage ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which sync 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 Sales Order from Salesforce to Sage ERP… Read More »