{"id":4989,"date":"2019-08-27T11:29:09","date_gmt":"2019-08-27T11:29:09","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=4989"},"modified":"2023-01-13T10:53:33","modified_gmt":"2023-01-13T10:53:33","slug":"gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/27\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-100-erp\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage 100 ERP"},"content":{"rendered":"\n<p>In the <a rel=\"noreferrer noopener\" aria-label=\"previous blog (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/import-entity-routine-in-gumus-new-pure-lightning-interface\/\" target=\"_blank\">previous blog<\/a>, we had a look on the features that have now been included in the new<strong> <\/strong>Lightning Interface for Import Entity Routine in <strong><a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Integration (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\" target=\"_blank\">GUMU&#x2122; Integration<\/a><\/strong>.<\/p>\n\n\n\n<p>In this blog, we will show-case how the newly introduced Salesforce &#8211; Sage ERP synch option will help users in synching additional field values from Salesforce object to corresponding Sage 100 ERP module. <\/p>\n\n\n\n<p>For Instance, you want to enable real-time update of Credit Limit field for the Integrated Account from Salesforce to Sage 100 ERP Customer. Follow these easy steps to execute the above:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to the GUMU&#x2122; Settings Page and click on the Entity Mapping\/Import Option<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/01_-Entity-MappingImport.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\/01_-Entity-MappingImport.png\" alt=\"Entity Mapping Import\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Click onto the Import Routine specific for Customers. Navigate to the Details tab and click on SF to ERP Option. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/02_-SFTOERP.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\/02_-SFTOERP.png\" alt=\"SF TO ERP Details Tab\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the Edit button and then click on the Refresh Fields; add the mapping for Credit Limit field in Salesforce Account object with the corresponding credit-limit field in Sage ERP Customer module. Once the mapping is done click on Save button to save the changes. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/03_AdditonalFieldInformation.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\/03_AdditonalFieldInformation.png\" alt=\"Additional Field Information\"><\/a><\/center>\n\n\n\n<p>Through this mapping, users can now update the credit limit value of a particular Account from Salesforce to Sage 100 ERP system on a real-time basis. For example, enter the credit limit value for the Account \u201c<strong><em>American Business Futures<\/em><\/strong>\u201d in Salesforce; the changes are automatically reflected back on the Sage 100 ERP Customer screen for the selected Customer.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/04_SalesforceAccount.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\/04_SalesforceAccount.png\" alt=\"Salesforce Account Page\"><\/a><\/center>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/05_Sage100Customer.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\/05_Sage100Customer.png\" alt=\"Updated Sage 100 Customer Screen\"><\/a><\/center>\n\n\n\n<p>We hope the above blog proves resourceful in synching additional fields from Salesforce to Sage 100 ERP system.<\/p>\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\/2019\/08\/22\/gumu-salesforce-tricks-tips-ssl-certificate-error\/\" target=\"_blank\">GUMU&#x2122; Salesforce Tricks &amp; Tips &#8211; SSL Certificate Error<\/a><\/li><li><a aria-label=\"GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about the use of Filter Functionality (opens in a new tab)\" rel=\"noreferrer noopener\" 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 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\" rel=\"noreferrer noopener\">GUMU&#x2122; Salesforce Import Routine \u2013 Tricks and Facts about creating Relationship between Entities<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the previous blog, we had a look on the features that have now been included in the new Lightning Interface for Import Entity Routine in GUMU&#x2122; Integration. In this blog, we will show-case how the newly introduced Salesforce &#8211; Sage ERP synch option will help users in synching additional field values from Salesforce object\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/27\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-100-erp\/\">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":[704,647,114,695,158,162,678,623,184,188,278,359,360,361,377,703,401,679,681,680,424,430],"class_list":["post-4989","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-bi-directional-synch","tag-data-import-wizard-in-salesforce","tag-entity-setting","tag-gumu-import-routine","tag-gumu-settings","tag-gumusfsage100","tag-gumulightninginterface","tag-importroutine","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-promote-order","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-100-integrations","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\/4989","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=4989"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4989\/revisions"}],"predecessor-version":[{"id":7033,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/4989\/revisions\/7033"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=4989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=4989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=4989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}