{"id":5188,"date":"2019-10-10T10:54:54","date_gmt":"2019-10-10T10:54:54","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5188"},"modified":"2019-11-12T05:37:45","modified_gmt":"2019-11-12T05:37:45","slug":"create-entity-in-gumu-sage-x3-integration-pure-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/10\/create-entity-in-gumu-sage-x3-integration-pure-lightning-interface\/","title":{"rendered":"Create Entity in GUMU&#x2122; SAGE X3 Integration \u2013 Lightning Interface"},"content":{"rendered":"\n<p>In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU&#x2122; &amp; Sage X3 Web service API method.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>The prerequisite of any integration is to map the data between the two systems. GUMU&#x2122;, reads the table schema using <\/em><strong><em>Sage X3 Web Service API<\/em><\/strong><em> method and validate mapping details like field name, field label, data type that you can see under the mapping tab of the Import.<\/em> <\/p><\/blockquote>\n\n\n\n<p>Let\u2019s walk you through the process of creating a new entity and get the real-time schema of ERP object. Once you have installed the <a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; integration product (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">GUMU&#x2122; integration product<\/a> in your Salesforce organization follow the below steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce<\/li><li>Go to App Launcher Menu and select \u201cGUMU\nSettings\u201d App.<\/li><li>Click on \u201cEntity Setting\u201d menu.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/1-Entity-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\/10\/1-Entity-Setting.png\" alt=\"Entity Setting\"><\/a><\/center><font size=\"2\"><center><i>Entity Setting<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>You can create a new entity by clicking on \u201cNew Entity\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/2-New-Entity.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\/10\/2-New-Entity.png\" alt=\"New Entity\"><\/a><\/center><font size=\"2\"><center><i>New Entity<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>If you want to find Web service API method just follow the below steps:-<br>\u2022 Login to Sage X3<br>\u2022 Go to Development-&gt;Script dictionary-&gt;Web services<br>\u2022 If you need to search for a Webservice APImethod(ex:-customer) just filter it out in Description as shown in <\/em><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/3-Web-services.png\" target=\"_blank\"><em>the screenshot here<\/em><\/a><em>. <\/em><\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>Now enter the <strong>&#8220;Entity Code&#8221;<\/strong> of your choice, <em>preferably use the name of the entity in the same for easy identification<\/em>. <\/li><li>Enter the <strong>&#8220;API Method&#8221;<\/strong> name obtained from the Sage X3 system, steps mentioned above. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/4-Customer-Entity.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\/10\/4-Customer-Entity.png\" alt=\"Customer Entity\"><\/a><\/center><font size=\"2\"><center><i>Customer Entity<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Now, go to the <strong>&#8220;Details&#8221;<\/strong> tab and click on <strong>\u201cRefresh fields\u201d<\/strong> button to get exact fields available from the Sage system for performing actions (update) from Salesforce. And finally click the <strong>&#8220;Save&#8221;<\/strong> button to store the schema information for use in the GUMU&#x2122; mapping functionality. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/5-Refresh-Fields.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\/10\/5-Refresh-Fields.png\" alt=\"Refresh Fields\"><\/a><\/center><font size=\"2\"><center><i>Refresh Fields<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>Please take a note each time you want additional data from the fields that were added to the schema after the definition was created, you will have to make sure that the Webservice API schema has been updated in Sage and you have hit the <strong>&#8220;Refresh Fields&#8221;<\/strong> button on the <strong>&#8220;Entity Setting&#8221;<\/strong>. For it to be available in the <strong>&#8220;Entity Mapping\/Import&#8221;<\/strong> configuration.<\/em><\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>You can also define a primary key for Entity by selecting fields from the list as shown in below screen.<\/li><li>If you want to assign a composite key (combination of more than one field as the primary key) to the entity, you can add multiple rows under the Primary Key tab.<\/li><li>If you happen to add a primary key by mistake, you can simply check the field and hit \u201cDelete Primary Key\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/6-Primary-Key.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\/10\/6-Primary-Key.png\" alt=\"Primary Key\"><\/a><\/center><font size=\"2\"><center><i>Primary Key<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li> Once configuration is done click on save button to save the entity. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/7-List-of-Entity-Mapping.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\/10\/7-List-of-Entity-Mapping.png\" alt=\"List of Entity Mapping\"><\/a><\/center><font size=\"2\"><center><i>List of Entity Mapping<\/i><\/center><\/font>\n\n\n\n<p>And here you have your entity created and ready for integration.\nThis entity can now be used in the Import routine for bringing the records into\nSalesforce from Sage X3 ERP.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at <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=\"Setting up the Sage X3 Integration in GUMU\u2019s New Pure Lightning Interface (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/07\/setting-up-sage-x3-integration-in-gumu-new-pure-lightning-interface\/\" target=\"_blank\">Setting up the Sage X3 Integration in GUMU\u2019s New Pure Lightning Interface<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version<\/a><br><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a><br><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/28\/gumu-salesforce-tricks-tips-understanding-and-debugging-the-import-log-for-errors-in-salesforce\/\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Understanding and Debugging the Import Log for Errors in Salesforce<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss how user can create a new Entity (for use in the import routine) in Salesforce using new lightning interface of GUMU&#x2122; &amp; Sage X3 Web service API method. The prerequisite of any integration is to map the data between the two systems. GUMU&#x2122;, reads the table schema using Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/10\/create-entity-in-gumu-sage-x3-integration-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":[59,112,114,158,159,166,169,678,186,187,363,364,367,372,374,400,683,687,684,716,462,463],"class_list":["post-5188","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-create-entity","tag-entity","tag-entity-setting","tag-gumu-settings","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-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\/5188","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=5188"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5188\/revisions"}],"predecessor-version":[{"id":5270,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5188\/revisions\/5270"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}