{"id":4885,"date":"2019-08-21T23:51:56","date_gmt":"2019-08-21T23:51:56","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4885"},"modified":"2019-09-11T05:34:38","modified_gmt":"2019-09-11T05:34:38","slug":"import-entity-routine-in-gumus-new-pure-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/import-entity-routine-in-gumus-new-pure-lightning-interface\/","title":{"rendered":"Import Entity Routine in GUMU&#x2122; New Pure Lightning Interface"},"content":{"rendered":"\n<p>In our previous blog for Import Entity we discussed about <strong><a rel=\"noreferrer noopener\" aria-label=\"\u201cHow to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce\u201d  (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/30\/syncing-data-from-sage-100-into-salesforce-using-gumu\/\" target=\"_blank\">\u201cHow to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce\u201d<\/a><\/strong><a rel=\"noreferrer noopener\" aria-label=\"\u201cHow to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce\u201d  (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/30\/syncing-data-from-sage-100-into-salesforce-using-gumu\/\" target=\"_blank\"> <\/a>using the Salesforce Classic Interface, but in this blog we will be discussing the usage of the same after inclusion of the Salesforce Lightning Component update in <strong><a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; (opens in a new tab)\">GUMU&#x2122;<\/a><\/strong>.<\/p>\n\n\n\n<p>Kindly follow the steps stated below in order to use filter functionality in Salesforce: &#8211;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce Org.<\/li><li>Go to setup &amp; navigate to app launcher and select \u201c<strong>GUMU Settings<\/strong>\u201d from app list.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/1_GUMU-Setting.png\" 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\/08\/1_GUMU-Setting.png\" alt=\"GUMU Settings\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li> Click on \u201c<strong>Entity Mapping\/Import<\/strong>\u201d tab to view entity list page. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/2_Entity-Mapping-Import.png\" 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\/08\/2_Entity-Mapping-Import.png\" alt=\"Entity Mapping Import\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the entity for which you want to run the import routine and go to the \u201c<strong>Details<\/strong>\u201d tab.<\/li><li>Click on \u201c<strong>Filter<\/strong>\u201d tab to add filter.<\/li><li>Click on \u201c<strong>Edit<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/3_Details-Filter-and-Edit.png\" 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\/08\/3_Details-Filter-and-Edit.png\" alt=\"Details Filter and Edit\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li> Click on \u201c<strong>Add filter Row<\/strong>\u201d button to add filter.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/4_Add-Filter-Row.png\" 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\/08\/4_Add-Filter-Row.png\" alt=\"Add Filter Row\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Select \u201c<strong>Source Field<\/strong>\u201d value from drop down, which shows all the fields of Sage 100 related to the API name.<\/li><li>Select \u201c<strong>Operator<\/strong>\u201d value from drop down.<\/li><li>Enter the \u201c<strong>Value<\/strong>\u201d.<\/li><li> Click on \u201d<strong>Active<\/strong>\u201d to activate the filter.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/5_Filter-Row.png\" 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\/08\/5_Filter-Row.png\" alt=\"Filter Row Details\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Save<\/strong>\u201d.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/6_Filter.png\" 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\/08\/6_Filter.png\" alt=\"Filter Row Value\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>As shown in the above image we needed to add a filter in Order to import a specific product or any necessary details from Sage 100.<\/li><li>Source Field for the same is \u2018Item code\u2019, (please note that we can select any \u201cSource Fields\u201d value from drop down). Operator is \u201cEquals\u201d and Value is \u201c8007\u201d i.e. Item code value. Thus in layman terms it will read as &#8220;Import Code&#8221; source Field value is equals to 8007 if condition is met then product is imported in Salesforce.<\/li><li>If user wants to skip any unwanted data, they can change the operator with \u201cnot equal to\u201d, then the specific data will be skipped.<\/li><\/ul>\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\" aria-label=\"GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about the use of Filter Functionality (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/31\/gumu-salesforce-import-routine-tricks-and-facts-about-the-use-of-filter-functionality\/\" target=\"_blank\">GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about the use of Filter Functionality<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about creating Relationship between Entities (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/gumu-salesforce-import-routine-tricks-and-facts-about-creating-relationship-between-entities\" target=\"_blank\">GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about creating Relationship between Entities<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/10\/30\/import-data-from-sage-100-erp-to-salesforce-using-last-sync-field-and-value\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Import Data from Sage 100 ERP to Salesforce using Last Sync Field and Value. (opens in a new tab)\">Import Data from Sage 100 ERP to Salesforce using Last Sync Field and Value.<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog for Import Entity we discussed about \u201cHow to Import specific Entity Data from Sage (specifically Sage 100) to Salesforce\u201d using the Salesforce Classic Interface, but in this blog we will be discussing the usage of the same after inclusion of the Salesforce Lightning Component update in GUMU&#x2122;. Kindly follow the steps\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/import-entity-routine-in-gumus-new-pure-lightning-interface\/\">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":[113,114,115,698,700,158,696,162,678,181,697,184,188,321,359,360,361,367,377,401,679,681,680,424,430],"class_list":["post-4885","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-entity-mapping","tag-entity-setting","tag-entity-sync","tag-filter","tag-gumu-lightning","tag-gumu-settings","tag-gumusf-sage100","tag-gumusfsage100","tag-gumulightninginterface","tag-import-data","tag-import-data-from-sage-100-to-salesforce","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-sage-100-erp","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce","tag-salesforce-and-sage-100-integration","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-sage100-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4885","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=4885"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4885\/revisions"}],"predecessor-version":[{"id":5503,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4885\/revisions\/5503"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4885"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4885"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4885"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}