{"id":4801,"date":"2019-07-10T04:32:14","date_gmt":"2019-07-10T04:32:14","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4801"},"modified":"2019-07-31T09:20:14","modified_gmt":"2019-07-31T09:20:14","slug":"unlinking-salesforce-accounts-using-gumu-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/10\/unlinking-salesforce-accounts-using-gumu-lightning-version\/","title":{"rendered":"Unlinking Salesforce Accounts using GUMU&#x2122; lightning version"},"content":{"rendered":"\n<p>This blog post is regarding one of the features of our <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122; integration<\/a> product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts \/ Customers or wants to break the transactions, which works, real-time. After unlinking, the user will not be able to access real-time ERP data or create a Sales order or carry out any other transaction.<br><br>To Unlink, please follow the below steps: <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce Org.<\/li><li>Go to the <strong>\u201cGUMU Settings\u201d<\/strong> app.<\/li><li>Click on the <strong>\u201cUnlink Account\u201d<\/strong> module.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/1_GUMU-Settings.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/1_GUMU-Settings.jpg\" alt=\"GUMU Settings\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select Integration from the List of Integration as shown on screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/2_Select-Integration.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/2_Select-Integration.jpg\" alt=\"Select Integration\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>The user can filter the Account name to find any specific account by entering the \u201cFrom Account Name\u201d and \u201cTo Account Name\u201d fields.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/3_Get-List.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/3_Get-List.jpg\" alt=\"Get List\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>\u201cGet List\u201d<\/strong> button to get the linked Accounts\/Customer list as shown in the screen below.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/4_Filter-Result.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/4_Filter-Result.jpg\" alt=\"Filter Result\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the Account(s) from the list to break the linkage.<\/li><li>Finally, click on the <strong>\u201cUnlink\u201d<\/strong> button to remove the link for the selected Sage ERP account(s).<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/5_Unlink-Account.jpg\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/07\/5_Unlink-Account.jpg\" alt=\"Unlink Account\"><\/a><\/center>\n\n\n\n<p>In this way, the user can remove the link between Salesforce Account and Sage ERP Customer records. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Please take a note that removing the linkage doesn&#8217;t delete the imported transactional data for the specific Account(s). An admin will have to remove them using the data tools or you can contact us on <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a> for assistance.<\/p><\/blockquote>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/03\/28\/remove-linking-between-salesforce-accounts-and-sage-erp-x3-customer\/\" target=\"_blank\">Remove linking between Salesforce Accounts and Sage ERP X3 Customer<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"http:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/03\/06\/using-gumu-link-existing-salesforce-accounts-with-sage-300-erp-customers\/\" target=\"_blank\">Link Existing Salesforce Accounts with ERP Sage 300 Customers<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"http:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/05\/20\/importing-customersprospects-of-sage-erp-x3-into-salesforce\/\" target=\"_blank\">Importing Customers\/Prospects of Sage ERP X3 into Salesforce<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/10\/23\/promoting-billing-address-from-salesforce-to-sage-erp-x3\/\" target=\"_blank\">Promoting Billing Address from Salesforce to Sage ERP X3.<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This blog post is regarding one of the features of our GUMU&#x2122; integration product wherein the user can remove an already linked account of Salesforce and a Sage ERP Customer record. This can be done if the user no longer wants to keep the relation between two Accounts \/ Customers or wants to break the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/10\/unlinking-salesforce-accounts-using-gumu-lightning-version\/\">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":[158,159,162,169,678,184,188,359,360,361,372,377,401,676,679,671,683,681,673,687,680,684,424,430,462,508,509,510],"class_list":["post-4801","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-settings","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-sage-em","tag-salesforce-and-sage-100-integration","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sagex3-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100","tag-sfdc-with-sage-em-integration","tag-unlink-accounts","tag-unlink-customer","tag-unlink-customers"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4801","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=4801"}],"version-history":[{"count":10,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4801\/revisions"}],"predecessor-version":[{"id":4928,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4801\/revisions\/4928"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4801"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4801"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4801"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}