Tag Archives: sfdc integration with sage 300C

Auto Update the Last Sync Value to Current Date in Entity Mapping/Import tab

Keeping your Salesforce org in sync with your ERP data shouldn’t require manual effort every time. With our GUMU™ Settings App enhancement, users can now automatically update the Last Sync Value for any import routine, making incremental syncs smoother, faster, and more reliable. In the GUMU™ Settings App → Entity Mapping / Import tab, each… Read More »

Assign GUMU™ Integration License and Permission Set to a User in Salesforce

After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps. This process ensures that users can seamlessly access GUMU™ components such as… Read More »

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 »