{"id":5147,"date":"2019-09-24T14:24:47","date_gmt":"2019-09-24T14:24:47","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5147"},"modified":"2019-11-21T04:58:51","modified_gmt":"2019-11-21T04:58:51","slug":"promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/","title":{"rendered":"Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version"},"content":{"rendered":"\n<p>In this blog, we will be discussing one of the key features of&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122; Integration<\/a>&nbsp;using the new Lightning interface. You can promote an already existing&nbsp;<strong>\u201cAccount\u201d<\/strong>&nbsp;in Salesforce CRM, as a&nbsp;<strong>\u201cCustomer\u201d<\/strong>&nbsp;in Sage X3 ERP.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>Note: It is mandatory to synchronize some required entities such as <strong>Category, Currency, Language, Payment Terms and Tax Rules<\/strong> before promoting a customer to the Sage X3.<\/em><\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on GUMU Integration App<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/1.GumuIntegration.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\/09\/1.GumuIntegration.jpg\" alt=\"GUMU&#x2122; Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU&#x2122; Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong><em>Accounts<\/em><\/strong>&nbsp;tab. A list of all Accounts in the Salesforce Organization is displayed. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/2.AccountList.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\/09\/2.AccountList.jpg\" alt=\"Account List\"><\/a><\/center>\n<font size=\"2\"><center><i>Account List<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Open an Account which is not linked with any Sage X3 Customer. The Account detail screen appears as below along with the <strong>&#8220;Promote Customer&#8221;<\/strong> button. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/3.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\/09\/3.Account.jpg\" alt=\"Non-Promoted Account\"><\/a><\/center>\n<font size=\"2\"><center><i>Non-Promoted Account<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>Promote Customer<\/strong> button. The screen navigates to a page for selecting the integration from the list or it will display default integration, if one has been set to be used as a <strong><em>\u201cDefault Integration\u201d<\/em><\/strong>. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/4.Default-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\/09\/4.Default-Integration.jpg\" alt=\"Default Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>Default Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>Next<\/strong>&nbsp;button. The screen navigates to a page for entering details required for promoting a Customer. Fill the required details <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/5.Integration-Values.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\/09\/5.Integration-Values.jpg\" alt=\"Integration Values\"><\/a><\/center>\n<font size=\"2\"><center><i>Integration Values<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>If a Salesperson is mapped to the user in GUMU Salesperson mapping then it value on this screen will be auto-populated while promoting the account, however the user always has the option to select\/change a salesperson manually.<br>But do remember that changing the Salesperson will have an impact on the \u201cRecord Ownership\u201d once the Import Routine for \u201cAccount\/Customer\u201d update executes. Details can be found at the&nbsp;<\/em><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/10\/salesperson-mapping-functionality-in-gumu-with-sage-100-erp\/?preview=true\" target=\"_blank\"><em>\u201cSalesperson Mapping\u201d<\/em><\/a><em>&nbsp;blog.<\/em> <\/p><\/blockquote>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Integration \u2013\u00a0<\/strong>Specify the configured Integration name, if the default integration is not set or selected by default. <\/li><li><strong>Category-<\/strong>\u00a0Specify the default category to be used for the customer based on your business scenario.<\/li><li><strong>Currency-<\/strong>\u00a0Specify the default <strong>Currency<\/strong> to be used for the customer based on your business scenario.<\/li><li><strong>Language-<\/strong>\u00a0Specify the default <strong>Language<\/strong> to be used for the customer based on your business scenario.<\/li><li><strong>Tax rule-<\/strong>\u00a0Specify the default <strong>Tax rule<\/strong> to be used for the customer based on your business scenario. <\/li><li><strong>Payment Terms-<\/strong>\u00a0Specify the default <strong>Payment Terms<\/strong> to be used for the customer based on your business scenario. <\/li><li><strong>Salesperson \u2013\u00a0<\/strong>Specify the Salesperson, to be used for the customer record based on your setting in the Sage system. <\/li><li><strong>Customer No \u2013\u00a0<\/strong>Specify the non-existing \u201cCustomer No\u201d. to be used for the customer record based on your business scenario.    <strong> <\/strong><\/li><\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/6.PromotedCustomer.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\/09\/6.PromotedCustomer.jpg\" alt=\"Promoted Customer\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Customer<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>Promote&nbsp;<\/strong>button. The corresponding Account gets promoted to Sage X3 and can be viewed in the ERP system. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/7.Realtimedata.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\/09\/7.Realtimedata.jpg\" alt=\"\"><\/a><\/center>\n<font size=\"2\"><center><i>Real-time Data<\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/8.PromotedX3CustomerNo..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\/09\/8.PromotedX3CustomerNo..jpg\" alt=\"Promoted X3 Customer Details\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted X3 Customer Details<\/i><\/center><\/font>\n\n\n\n<p>To verify if an Account is promoted, click on the Customer No link and it will display the real-time details of a Customer or you can login to the Sage System and check for the specific record in Common data -&gt; BPS-&gt; Customer screen.<\/p>\n\n\n\n\n\n<p>We hope that using the details mentioned in the blog, you are able to successfully promote the Salesforce Account as a Customer in your Sage X3 systems. If you still have queries or any related problem, 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\" aria-label=\" (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\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a> <\/li><li><a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Understanding and Debugging the Import Log for Errors in Salesforce (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/28\/gumu-salesforce-tricks-tips-understanding-and-debugging-the-import-log-for-errors-in-salesforce\/\" target=\"_blank\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Understanding and Debugging the Import Log for Errors in Salesforce<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/22\/gumu-salesforce-tricks-tips-ssl-certificate-error\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 SSL Certificate Error (opens in a new tab)\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 SSL Certificate Error<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will be discussing one of the key features of&nbsp;GUMU&#x2122; Integration&nbsp;using the new Lightning interface. You can promote an already existing&nbsp;\u201cAccount\u201d&nbsp;in Salesforce CRM, as a&nbsp;\u201cCustomer\u201d&nbsp;in Sage X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-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":[159,169,678,187,277,363,364,367,374,400,683,684,462,463],"class_list":["post-5147","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-sf-integration","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-x3","tag-promote-customer","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-sagex3-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\/5147","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=5147"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5147\/revisions"}],"predecessor-version":[{"id":5303,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5147\/revisions\/5303"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5147"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5147"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}