{"id":1703,"date":"2016-03-28T07:14:53","date_gmt":"2016-03-28T07:14:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1703"},"modified":"2025-06-23T08:59:47","modified_gmt":"2025-06-23T08:59:47","slug":"remove-linking-between-salesforce-accounts-and-sage-erp-x3-customer","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/03\/28\/remove-linking-between-salesforce-accounts-and-sage-erp-x3-customer\/","title":{"rendered":"Remove linking between Salesforce Accounts and Sage ERP X3 Customer"},"content":{"rendered":"

This blog post is regarding one of the features of our integration product wherein the user can remove linking between already linked Salesforce Account and\u00a0ERP Customer\/Prospect. This can be done if the user no longer wants to keep the relation between two Accounts\/Customers or wants to break all transaction which works real-time. After unlinking, user will not be able to access real-time ERP data or create Sales order or carry out any other transaction.<\/p>\n

To Unlink, please follow the below steps –<\/p>\n

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

    \n
  1. Login to your Salesforce Org.<\/li>\n
  2. Go to\u00a0Administration\u00a0Tab.<\/li>\n
  3. Click on the Unlink Customer Tab to open the\u00a0Unlink Customer Page.<\/li>\n
  4. Select Integration from the Finder as shown in screen.<\/li>\n
  5. The user can filter Account name to get filtered accounts. (i.e. From Account Name, To Account Name).<\/li>\n
  6. Click on \u201cGet List\u201d button to get the linked Accounts\/Customer list as shown in above screen.<\/li>\n
  7. Select the Account from list to break the link.<\/li>\n
  8. Finally, click on \u201cUnlink\u201d button to remove link for the selected account\/accounts.<\/li>\n<\/ol>\n

    In this way, the\u00a0user can remove the link between Salesforce Account and ERP Customer.<\/p>\n

    For more information on our Salesforce integration with Sage ERP X3 please visit our\u00a0website<\/a>\u00a0<\/span>or email us on salesforce@greytrix.com<\/a> to setup a live demo for you or your team.<\/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":"

    This blog post is regarding one of the features of our integration product wherein the user can remove linking between already linked Salesforce Account and\u00a0ERP Customer\/Prospect. This can be done if the user no longer wants to keep the relation between two Accounts\/Customers or wants to break all transaction which works real-time. After unlinking, user\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":[4,153,169,509],"class_list":["post-1703","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-account","tag-gumu","tag-gumusfsageerpx3","tag-unlink-customer"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1703","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=1703"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1703\/revisions"}],"predecessor-version":[{"id":11097,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/1703\/revisions\/11097"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=1703"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=1703"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=1703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}