{"id":1619,"date":"2016-01-29T13:27:27","date_gmt":"2016-01-29T13:27:27","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1619"},"modified":"2025-06-25T05:54:40","modified_gmt":"2025-06-25T05:54:40","slug":"allowrestrict-salesforce-user-access-to-erp-data-with-gumu-security-matrix","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/01\/29\/allowrestrict-salesforce-user-access-to-erp-data-with-gumu-security-matrix\/","title":{"rendered":"Allow\/Restrict Salesforce user access to ERP data with GUMU™ Security Matrix"},"content":{"rendered":"

With GUMU™ Integration<\/a> you can have better control of the way data is managed\/shared in your organization.\u00a0The Security Matrix of GUMU integration allows you to give access rights to various GUMU features like Administration, promote customer, sales order and Real-time customer details. It will affect to individual user or the Profile users.<\/p>\n

\"SecurityMatrixProfile\"<\/a><\/p>\n

Use below steps to assign security.<\/p>\n

    \n
  1. Login to Salesforce.<\/li>\n
  2. Go to Administration Tab.<\/li>\n
  3. Click on the Security Matrix Tab to open the Security Matrix page.<\/li>\n
  4. Once you click on the tab, it will display all the default profiles with ERP features in table format.<\/li>\n
  5. We have two levels of Security “Profile” and “User”. After selection of profile, all profiles will load into table.<\/li>\n
  6. Allow\/restrict access rights to the profile. Once you assign rights then will affect to all users of that Profile or individual user.<\/li>\n
  7. After Assigning permissions, click on “Save” button to reflect the changes.<\/li>\n
  8. Also you can select security level “User” to assign user level security. Please refer below screenshot.\"SecurityMatrixUser\"<\/a><\/li>\n
  9. Assign permissions to user and click on \u201cSave\u201d button to reflect changes.<\/li>\n<\/ol>\n

    Using the above\u00a0screen, Salesforce System administrator can allow\/restrict access of a user to any GUMU features by just checking\/unchecking the checkbox against the user.<\/p>\n

    Data of any matter which is stored in Salesforce\/ERP is of a very important nature and depending on your business; it becomes crucial to manage this data in a secure manner. With GUMU all is done so easily and you have better control over your business.<\/p>\n

    About Us<\/strong><\/span>
    \n    Greytrix<\/a>\u00a0as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n

    Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, Sage 100\u00a0<\/a>and\u00a0Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n

    Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

    For more information, please contact us at\u00a0salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    With GUMU™ Integration you can have better control of the way data is managed\/shared in your organization.\u00a0The Security Matrix of GUMU integration allows you to give access rights to various GUMU features like Administration, promote customer, sales order and Real-time customer details. It will affect to individual user or the Profile users. Use below steps\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[153,638,157,654,312,653,442],"class_list":["post-1619","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu","tag-gumu-integration","tag-gumu-security","tag-gumu-security-matrix","tag-restrictive-access","tag-salesforce-security-matrix","tag-security-matrix"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1619","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=1619"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1619\/revisions"}],"predecessor-version":[{"id":10548,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1619\/revisions\/10548"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=1619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=1619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=1619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}