In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »
In our previous blog Understanding and Debugging the Import Log for Errors in Salesforce, we tried to explain how the user can view status of Import and debug the information in the log (to troubleshoot any related issue). In this blog, we will be sharing, details about why was it needed to introduce “Pagination” in… Read More »
Our GUMU™ Integration for Salesforce has launched a couple of new feature in its new version. One of the new key features introduced in GUMU™ is it enables user to Import and Export the Entity Mapping from the Entity Mapping/Import tab. Earlier, if the user needed the mapping to be added to a different Org,… Read More »
This blog is in continuation to the previous blog, and here we will give details of how to search data with a specific field value. Now the user has special permissions to access Objects in Salesforce, it’s time to provide access to Sage fields. In this example we will take into consideration the “Customer Number”… Read More »
In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as… Read More »
In this blog, we will show you how to display/change a Company logo/icon on the GUMU™ Customer No. field of the Salesforce Org. Kindly follow the below steps:- Login to your Salesforce Org, go to the Setup. In the Quick Find box, search for “Static Resources”. Open the module, create new static resource and choose… Read More »
In our previous blog for Import Routine we discussed about “How to Import Data from Sage (Sage 100, Sage 300, Sage X3) to Salesforce” using the Salesforce Classic Interface, but in this blog we will be discussing the usage of same after inclusion of the Salesforce Lightning Component update in GUMU™. Kindly follow the steps… Read More »
Our GUMU™ Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.… Read More »
To improve the overall user experience in our GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature will provide user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data… Read More »
Our product GUMU™ Integration is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU™ Integration is Salesforce lightning ready. In this blog,… Read More »