{"id":5081,"date":"2019-09-16T21:26:19","date_gmt":"2019-09-16T21:26:19","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5081"},"modified":"2019-09-19T11:30:35","modified_gmt":"2019-09-19T11:30:35","slug":"gumu-new-feature-using-standard-opportunity-workflow-functionality-in-salesforce-part-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-new-feature-using-standard-opportunity-workflow-functionality-in-salesforce-part-2\/","title":{"rendered":"GUMU&#x2122; New Feature \u2013 Using Standard Opportunity Workflow functionality in Salesforce-Part 2"},"content":{"rendered":"\n<p>In our <a rel=\"noreferrer noopener\" aria-label=\"previous blog (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/09\/gumu-new-feature-using-standard-opportunity-workflow-functionality-in-salesforce\/\" target=\"_blank\">previous blog<\/a> we discussed how a user can make use of the standard Salesforce Sales Workflow functionality. And later use the Quote created (using the <a rel=\"noreferrer noopener\" aria-label=\"Real-Time pricing (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-features-real-time-pricing-from-sage-100-explained\/\" target=\"_blank\">Real-Time pricing<\/a> from Sage) in Salesforce, to promote it to Sage 100 ERP system.<\/p>\n\n\n\n<p>In this blog we will help you understand how to add products in Quote (using <a rel=\"noreferrer noopener\" aria-label=\"Sage Pricing Structure\/level real-time (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-features-real-time-pricing-from-sage-100-explained\/\" target=\"_blank\">Sage Pricing Structure\/level real-time<\/a>), Generate &amp; Promote Order through Quote created in Salesforce Opportunity Object.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Prerequisites:-<\/strong><br>In order to achieve a successful Quote Generation &amp; Promotion of  Order, you need to follow the steps for creating an Opportunity and Quote correctly mentioned in the previous blog of this series.<\/p><\/blockquote>\n\n\n\n<p>Follow the below steps in Salesforce for Sage pricing structure &#8220;Add Products&#8221; in Quote, Generate Order through Quote &amp; later Promote Order using GUMU&#x2122;. <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to the screen of \u201c<strong>Quote\u201d<\/strong> in Salesforce and click on <strong>&#8220;New ERP Product&#8221;<\/strong> button to add products to the quote using GUMU&#x2122; real-time pricing feature. <em>The added products will be listed under the Quote line items section under \u201c<\/em><strong><em>Related\u201d<\/em><\/strong><em> tab. Refer the image below.<\/em> <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/1_Add-Products-in-Quote.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\/09\/1_Add-Products-in-Quote.png\" alt=\"Add Products in Quote\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>After adding Products to Quote, user can click on the \u201c<strong>Generate Order\u201d<\/strong> button that is located under the <strong>dropdown<\/strong> on the right hand side upper corner of the Quote screen.<br><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/2_Generate-Order.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\/09\/2_Generate-Order.png\" alt=\"Generate Order button\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>After clicking <strong>\u201cGenerate Order\u201d <\/strong>button, Salesforce displays a change on <strong>Order Generated<\/strong> field on the Quote screen &amp; a new <strong>Order<\/strong> is created in Salesforce. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/3_Order-Generated-through-Quote.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\/09\/3_Order-Generated-through-Quote.png\" alt=\"Order Generated through Quote - Confirmation\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li> The Order will be<strong><em> ONLY <\/em><\/strong>visible in the <strong>Sales Order Layout <\/strong>of \u201c<strong>GUMU Integration\u201d<\/strong> in Salesforce. Refer the image below. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/4_Order-Generated-in-Salesforce.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\/09\/4_Order-Generated-in-Salesforce.png\" alt=\"Order Generated in Salesforce\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the Order is generated in Salesforce, User (with <a rel=\"noreferrer noopener\" aria-label=\"appropriate rights (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\" target=\"_blank\">appropriate rights<\/a>) can Promote the Order to Sage 100 ERP System from Salesforce by clicking on the <strong>&#8220;Edit&#8221;<\/strong> button in the Action Panel. And then simply another click on the <strong>&#8220;Save and Promote&#8221;<\/strong> button to Promote the Order to ERP. Refer the image below.<br><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/5_Promote-Order.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\/09\/5_Promote-Order.png\" alt=\"GUMU Promote Order Button\"><\/a><\/center>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to <strong>&#8220;Sales Order&#8221; module<\/strong> of <strong>Sage 100 ERP<\/strong> to view the Promoted Order from Salesforce.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/6_SalesOrder-in-Sage.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\/09\/6_SalesOrder-in-Sage.png\" alt=\"Promoted Sales Order in Sage\"><\/a><\/center>\n\n\n\n<p>We hope that you find this blog helpful, if you still have queries, don&#8217;t hesitate to contact us on <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a><\/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\/07\/10\/unlinking-salesforce-accounts-using-gumu-lightning-version\/\" target=\"_blank\">Unlinking Salesforce Accounts using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/15\/promote-shipping-address-as-default-address-in-sf-sage-100-integration-lightning-interface\/\" target=\"_blank\">Promote Shipping Address as default address in SF \u2013 Sage 100 Integration Lightning Interface<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/21\/import-entity-routine-in-gumus-new-pure-lightning-interface\/\" target=\"_blank\">Import Entity Routine in GUMU\u2019s New Pure Lightning Interface<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog we discussed how a user can make use of the standard Salesforce Sales Workflow functionality. And later use the Quote created (using the Real-Time pricing from Sage) in Salesforce, to promote it to Sage 100 ERP system. In this blog we will help you understand how to add products in Quote\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/16\/gumu-new-feature-using-standard-opportunity-workflow-functionality-in-salesforce-part-2\/\">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":[162,678,184,188,359,360,361,377,401,679,681,680,424,430],"class_list":["post-5081","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumusfsage100","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","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\/5081","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=5081"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5081\/revisions"}],"predecessor-version":[{"id":5134,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5081\/revisions\/5134"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5081"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5081"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}