Tag Archives: salesforce sage integration

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Orders in Salesforce.

We introduce features in GUMU™, keeping in mind the dynamic functionalities that a user needs while working in Salesforce for achieving a task. We have now introduced a new feature wherein a user can activate/deactivate the Tax calculation setting for their Sales process. In this blog, we will discuss how to Activate/Deactivate Tax for Order… Read More »

Bulk Activating Products in Salesforce through GUMU™ Import Routine

In this blog, we will discuss how to Bulk Active all the Products in Salesforce. If user wants to activate all products in Salesforce then every time they need to do it manually. They need to click on the checkbox on individual record and it is a time-consuming process. GUMU™ Integration provides ability in which… Read More »

Setting up Fields on GUMU™ Real-Time Inquiry Screen

In our previous blog, we provided details about the upcoming feature of how a user can set Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen. In this blog we are discussing another upcoming feature on how user can setup fields on the GUMU™ Real-time Inquiry Screen. This feature will provide the user with the… Read More »

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 »

Salesforce CRM and Sage ERP integration just got smarter with 5 new features!

Salesforce is the #1 Cloud CRM solution with the core modules like customer service, marketing automation, analytics, and application development services. While on the other hand, Sage ERP manages business processes such as accounting, procurement, project management, risk management, compliance and supply chain operations. An integrated ERP – CRM system provides control and organisation of… Read More »

Bulk Account Promotion from Salesforce to Sage 100 ERP

In this blog, we will show you how to promote multiple accounts/customers from Salesforce to Sage 100 ERP system. In the new update of GUMU™ Integration, we have added new functionality to promote multiple Customers/Accounts in Bulk from Salesforce to Sage 100 ERP system. Before we proceed further, make sure you know how to save… Read More »

Adding specific nodes to MasContract File to sync records from Sage 100 ERP to Salesforce

In our previous blog we discussed, details about setting an Entity in Sage SData to sync from Sage to Salesforce. If a user/technical expert modifies the data definition/structure in Sage 100 ERP, Sage updates the data definition file (MASCONTRACT.xml) of SData to include schema of the updated data. During the process, application also overrides definition… 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 »