{"id":4589,"date":"2019-05-28T09:21:52","date_gmt":"2019-05-28T09:21:52","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4589"},"modified":"2023-10-16T05:52:42","modified_gmt":"2023-10-16T05:52:42","slug":"managed-assignment-of-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/05\/28\/managed-assignment-of-gumu\/","title":{"rendered":"Managed Assignment of GUMU&#x2122;"},"content":{"rendered":"<p>In this blog we will discuss how to assign the user in permission set and provide the access of the <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\" target=\"_blank\" rel=\"noopener noreferrer\">GUMU\u2122 component<\/a>. Permission set is basically containing the permission that can be assigned to user so they can perform operations using <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noopener noreferrer\">GUMU\u2122 integration<\/a>.<\/p>\n<p>GUMU\u2122 creates default permission set in your Salesforce environment. Below are steps for setting the assignment rule for GUMU permission:<\/p>\n<p>&#8211; &gt; Go to Salesforce \u201cQuick search box\u201d and type \u201cPermission Set\u201d<\/p>\n<div style=\"width: 230px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/1.Search-Permission-set-.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/1.Search-Permission-set-.jpg\" alt=\"Search Permission set\" width=\"220\" height=\"338\" \/><\/a><p class=\"wp-caption-text\">Search Permission set<\/p><\/div>\n<p>&#8211; &gt; Now you can view the all permission sets, click on \u201cIntegration access\u201d<\/p>\n<div style=\"width: 891px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/2.Integration-access.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/2.Integration-access.jpg\" alt=\"Integration Access\" width=\"881\" height=\"248\" \/><\/a><p class=\"wp-caption-text\">Integration Access<\/p><\/div>\n<p>&#8211; &gt; Click on \u201cManage Assignment\u201d button.<\/p>\n<div style=\"width: 545px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/3.Manage-Assignment.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/3.Manage-Assignment.jpg\" alt=\"Integration access\" width=\"535\" height=\"263\" \/><\/a><p class=\"wp-caption-text\">Integration access<\/p><\/div>\n<p>&#8211; &gt; Click on \u201cAdd Assignment\u201d button.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/4.Add-Assignment.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/4.Add-Assignment.jpg\" alt=\"Integration access\" width=\"594\" height=\"231\" \/><\/a><\/p>\n<p>&#8211; &gt; Select user which you want to give a permission access.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/5.-Assign-user.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/5.-Assign-user.jpg\" alt=\"Assign users\" width=\"494\" height=\"203\" \/><\/a><\/p>\n<p>&#8211; &gt; Click on \u201cDone\u201d button.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/6.Done_.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/05\/6.Done_.jpg\" alt=\"Integration access\" width=\"474\" height=\"228\" \/><\/a><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">Greytrix<\/a> as 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 offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\" target=\"_blank\" rel=\"noopener noreferrer\">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\" target=\"_blank\" rel=\"noopener noreferrer\">Sage Enterprise Management (Sage X3)<\/a>,\u00a0Sage Intacct, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">Sage 100<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener noreferrer\">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\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/data-migration-services\" target=\"_blank\" rel=\"noopener noreferrer\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrated-application-development\" target=\"_blank\" rel=\"noopener noreferrer\">Integrated App development<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/custom-development\" target=\"_blank\" rel=\"noopener noreferrer\">Custom App development<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/maintenance-support\" target=\"_blank\" rel=\"noopener noreferrer\">Technical Support<\/a> to business partners and end users.<\/p>\n<p>Greytrix GUMU\u2122 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 noreferrer\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog we will discuss how to assign the user in permission set and provide the access of the GUMU\u2122 component. Permission set is basically containing the permission that can be assigned to user so they can perform operations using GUMU\u2122 integration. GUMU\u2122 creates default permission set in your Salesforce environment. Below are steps\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/05\/28\/managed-assignment-of-gumu\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[158,159,162,164,165,166,169,184,185,186,187,188,189,667,359,360,361,363,364,367,370,372,374,377,378,389,400,401,402,424,425,430,454,458,461,462,463],"class_list":["post-4589","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-settings","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-manage-assignment","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-sage100","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4589","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=4589"}],"version-history":[{"count":18,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4589\/revisions"}],"predecessor-version":[{"id":7668,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4589\/revisions\/7668"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4589"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4589"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}