-> Click on GUMU Integration<\/strong> app. Account page<\/p><\/div>\n -> Click on Promote Customer<\/strong> button. The screen navigates to a page for entering details required for promoting a Customer. Integration –<\/strong> Specify the configured Integration name Promote Customer page<\/p><\/div>\n -> Click on Promote<\/strong> button. The corresponding Account gets promoted to Sage 100 and can be viewed in the ERP system. Promoted Account in Salesforce<\/p><\/div>\n Below is the screenshot of the Promoted Account in Sage 100-<\/p>\n Promoted Account in Sage 100<\/p><\/div>\n About Us<\/strong><\/span> 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 Related Posts<\/strong><\/span><\/p>\n In this blog, we will discuss one of the key feature of GUMU™ Integration. You can promote an already existing Account in Salesforce as a Customer in Sage 100. Note: It is mandatory to synchronize some required entities such as AR Division, Terms code, Ship Method and Tax schedule before promoting a customer to the\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":[162,184,188,271,277,377,401,424],"class_list":["post-2357","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumusfsage100","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-promote-account","tag-promote-customer","tag-salesforce-and-sage-100-integration","tag-salesforce-integration-with-sage-100","tag-salesforce-with-sage-100-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2357","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=2357"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2357\/revisions"}],"predecessor-version":[{"id":10902,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2357\/revisions\/10902"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=2357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=2357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=2357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n-> Click on Accounts<\/strong> tab. A list of all Accounts in the Salesforce Organization is displayed.
\n-> Open an Account which is not linked with any Sage 100 Customer. The Account detail screen appears as below along with a Promote Customer<\/strong> button.<\/p>\n![\"Account](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2017\/03\/1.-Account-page.jpg\")
<\/a>
\n-> Fill the required details-<\/p>\n
\nAR Division –<\/strong> Specify the AR Division
\nTerms Code –<\/strong> Specify the Terms code
\nShip Method –<\/strong> Specify the Ship Method
\nTax Schedule –<\/strong> Specify the Tax Schedule
\nSales Person –<\/strong> Specify the Sales Person
\nCustomer No –<\/strong> Specify the non-existing Customer No.<\/p>\n<\/a>
\nTo verify if an Account is promoted, click on the Customer No link below and it will display the real time details of a Customer.<\/p>\n<\/a><\/a>
\nGreytrix<\/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\n