{"id":1760,"date":"2016-03-30T08:59:15","date_gmt":"2016-03-30T08:59:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=1760"},"modified":"2025-06-23T09:17:07","modified_gmt":"2025-06-23T09:17:07","slug":"how-to-configure-sage-300-integration-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/03\/30\/how-to-configure-sage-300-integration-in-salesforce\/","title":{"rendered":"Configure “Salesforce Integration with Sage 300”"},"content":{"rendered":"

Configuration is the initial step of our GUMU™ Salesforce Integration with Sage 300<\/a>. Without configuration, a user cannot process or access any feature of the integration.\u00a0For this, the user has to establish a connection between Salesforce and ERP Sage 300 by providing configuration details. Once a connection is successful, a user can make all transactions like Import data from ERP, create a sales order, promote accounts from Salesforce to ERP etc.<\/p>\n

Steps to create a new configuration in Salesforce<\/span><\/strong><\/p>\n

    \n
  1. Login to your Salesforce Org.<\/li>\n
  2. Go to Administration Tab.<\/li>\n
  3. Click on the Configuration Tab to open the Configuration list Page.<\/li>\n
  4. A list of existing configurations will appear on the screen if the configuration has already been created.<\/li>\n
  5. If not, then click on \u201cNew Integration\u201d button to create a connection.<\/li>\n
  6. After clicking on \u201cNew Integration\u201d button, configuration window will appear. Refer the below screen.<\/li>\n<\/ol>\n

    \"Integration<\/a><\/span><\/span><\/span><\/p>\n

      \n
    1. ERP System<\/strong>: To create a new connection, first select ERP system from the list as shown on the screen. After selection of ERP system, company details will be displayed on the screen.<\/li>\n
    2. Web Service URL<\/strong>: Put your web service URL in the field provided.<\/li>\n
    3. Name<\/strong>: Provide a name for the configuration. The name should be unique.<\/li>\n
    4. Synchronization<\/strong>: – Synchronization provides you the way of syncing data. It can be either one way or both. Below are the types of Synchronization –<\/li>\n<\/ol>\n

      – Both<\/strong>: It works by syncing data from both the sides.
      \n– Salesforce to ERP<\/strong>: User can sync data from Salesforce to ERP.
      \n– ERP to Salesforce<\/strong>: User can sync data from ERP to Salesforce.<\/p>\n

        \n
      1. Default<\/strong>: If the user selects a configuration as default, it becomes default integration on all the integration pages.<\/li>\n
      2. Inactive<\/strong>: Configuration becomes inactive.<\/li>\n
      3. After entering integration setting details, move to the company level details for the ERP.<\/li>\n
      4. Company Code<\/strong>: Provide Company name of ERP for which you have to make a transaction.<\/li>\n
      5. Username<\/strong>: Provide the username of ERP System.<\/li>\n
      6. Password<\/strong>: Provide correct password of ERP system.<\/li>\n
      7. After entering all the details, click on \u201cTest connection\u201d button to test the connection.<\/li>\n
      8. If a connection is successful, click on \u201cSave\u201d button.<\/li>\n<\/ol>\n

        In this way, we can connect to the ERP system from Salesforce. After successful connection, a user will be able to use all the features of integration.<\/p>\n

        Features of Salesforce and Sage 300 Integration<\/span><\/strong><\/p>\n

          \n
        1. Real-Time, Bi-Directional Link data sync<\/li>\n
        2. Authorization Control<\/li>\n
        3. Entity Synchronization<\/li>\n
        4. Flexibility to configure<\/li>\n
        5. Easy to Promote Customers and Sales Orders<\/li>\n
        6. Linking \/ Unlinking Customers<\/li>\n
        7. Get a 360\u00b0 view of all customer interactions<\/li>\n
        8. Better Sales-Operation alignment through cloud integration<\/li>\n<\/ol>\n

          Product Demo of GUMU™ Integration for Salesforce with Sage 300<\/strong><\/p>\n