In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In our previous blogs, (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we discussed about how a user can assign salesperson and how we can change the owner of the account. In this blog (which is part 3 of the series) we will be explaining how changing the “Record Owner” value in Salesforce with… Read More »
In our previous blog (Salesperson mapping functionality in GUMU™ with Sage 100 ERP) we have explained how users can integrate the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. In this blog (which is part 2 of the series) we will be explaining how changing the “Record Owner” in Salesforce… Read More »
In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage ERP Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage 100. This blog is part 1 of the series of blogs explaining the “Salesperson Mapping” functionality implemented by GUMU™ integration. To assign… Read More »
In our GUMU™ integration, we have Salesperson mapping functionality for linking Salesforce users with Sage X3 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 -> Click on “Customers”… Read More »