{"id":2012,"date":"2016-07-05T06:27:14","date_gmt":"2016-07-05T06:27:14","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=2012"},"modified":"2025-06-23T09:25:58","modified_gmt":"2025-06-23T09:25:58","slug":"create-entity-in-gumu-sage-erp-x3-integration-for-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/07\/05\/create-entity-in-gumu-sage-erp-x3-integration-for-salesforce\/","title":{"rendered":"Create Entity in GUMU&#x2122; SAGE ERP X3 Integration for Salesforce"},"content":{"rendered":"<p>The pre-requisite of any integration is to map the data between the two systems. Our <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122;<\/a> link reads the table schema using Sage X3 web-services and enables user to see all schema information like field name, filed label, data type and default values of fields at the click of a button.<\/p>\n<p>Let&#8217;s walk you through the process of creating a new entity and get the real-time schema of ERP object. Once you have installed the GUMU&#x2122; integration product in your Salesforce organization follow the below steps:<\/p>\n<ul>\n<li>Login to Salesforce.<\/li>\n<li>Go to App menu and select \u201cGUMU Settings\u201d App.<\/li>\n<li>Click on \u201cEntity Setting\u201d menu.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\" size-large wp-image-2025 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity-1024x390.jpg\" alt=\"GUMU Entity Creation\" width=\"595\" height=\"227\" \/><\/a><\/p>\n<ul>\n<li>You can view entity list as shown in above screen.<\/li>\n<li>You can create a new entity clicking on \u201cNew Entity\u201d button.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_2.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\" size-large wp-image-2015 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_2-1024x452.jpg\" alt=\"GUMU Entity Creation 2\" width=\"595\" height=\"263\" \/><\/a><\/p>\n<ul>\n<li>Enter the respective information in the fields. API Method name should exactly match with the existing web service name in the Sage ERP X3 system that is being integrated.<\/li>\n<li>If the entity to be created needs to be fetched based on the list coming from another API method, then select the parent entity (list entity) for the detail entity e.g. customer list is parent of customer header entity. In this case while syncing customer, it will first fetch customer list and then get the details of customers in the list).<\/li>\n<li>Click on \u201cRefresh fields\u201d button to get schema details of ERP object and Save the schema.<\/li>\n<li>Also you can define primary key for Entity by selecting fields from list as shown in below screen.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_3.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\" size-full wp-image-2016 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_3.jpg\" alt=\"GUMU Entity Creation 3\" width=\"811\" height=\"203\" \/><\/a><\/p>\n<ul>\n<li>If you want to assign a composite key (combination of more than one field as the primary key) to the entity, you can add multiple rows under the Primary Key tab.<\/li>\n<li>If you happen to add a primary key by mistake, you can simply check the field and hit \u201cRemove\u201d button.<\/li>\n<li>Once configuration is done click on save button to save entity.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_4.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\" size-large wp-image-2017 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2016\/07\/Create-new-Entity_4-1024x433.jpg\" alt=\"GUMU Entity Creation 4\" width=\"595\" height=\"252\" \/><\/a><\/p>\n<p>And here you have your entity created and ready for integration.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Sage 100\u00a0<\/a>and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/salesforce-com\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/data-migration-services\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrated-application-development\">Integrated App development<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/custom-development\">Custom App development<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/maintenance-support\">Technical Support<\/a> to business partners and end users.<\/p>\n<p>Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information, please contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n<p><strong><span style=\"font-size: Medium;\">Related Posts<\/span><\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/07\/04\/syncing-data-using-gumu-sage-erp-x3-integration-for-salesforce\/\" target=\"_blank\" rel=\"noopener\">Syncing data using GUMU SAGE ERP X3 Integration for Salesforce<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/05\/31\/gumu-salesforce-integration-with-sage-x3-configuration\/\" target=\"_blank\" rel=\"noopener\">GUMU Salesforce Integration with Sage X3 \u2013 Configuration<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The pre-requisite of any integration is to map the data between the two systems. Our GUMU&#x2122; link reads the table schema using Sage X3 web-services and enables user to see all schema information like field name, filed label, data type and default values of fields at the click of a button. Let&#8217;s walk you through\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/07\/05\/create-entity-in-gumu-sage-erp-x3-integration-for-salesforce\/\">Read More &raquo;<\/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":[59,159,187,242,300,364,367,374,400,463],"class_list":["post-2012","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-create-entity","tag-gumu-sf-integration","tag-integrate-salesforce-with-sage-x3","tag-new-entity","tag-real-time-schema","tag-sagex3","tag-salesforce","tag-salesforce-sage-x3","tag-salesforce-integration-with-sage","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2012","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=2012"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2012\/revisions"}],"predecessor-version":[{"id":11031,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2012\/revisions\/11031"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=2012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=2012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=2012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}