Tag Archives: Salesforce

Managed Assignment of GUMU™

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 »

Salesperson Mapping Functionality in GUMU™ with Sage EM ERP

In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage Business Cloud Enterprise Management Salesperson. This functionality integrates Account Owner field in Salesforce with “Sales Rep” field in Sage EM. Steps for assigning Sale Rep in Sage X3 for Customer: -> Click on “Common Data” section in Sage EM/X3 ->… Read More »

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 »

Real-time Pricing for Sage EM Sales Order in GUMU™

Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a 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 real-time pricing functionality of the GUMU™ Product while creating a new Sales Order record. To… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 2

In our previous part, we discussed how to send the PDF document from Salesforce to DocuSign. Now, in this part, we will walk you through how to sign the document and send it back to Salesforce. So, follow the below mentioned steps- 1. Log in to DocuSign 2. Click on your portrait (icon) in the… Read More »

DocuSign Integration with Salesforce using DocuSign API’s-Part 1

Docusign is a digital signature provider for your documents, quotations and various other papers which are digitally generated and maintained and signing each of them manually would quite be a hectic task. While it has been around for years, DocuSign has provided its own API for integrating your Salesforce org with your DocuSign Account. So… 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 »