{"id":5220,"date":"2019-10-23T11:13:03","date_gmt":"2019-10-23T11:13:03","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5220"},"modified":"2019-10-23T11:28:22","modified_gmt":"2019-10-23T11:28:22","slug":"creation-of-default-entities-and-mappings-using-gumu-new-lightning-interface","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/23\/creation-of-default-entities-and-mappings-using-gumu-new-lightning-interface\/","title":{"rendered":"Creation of Default Entities and Mappings using GUMU\u2019s New Lightning Interface"},"content":{"rendered":"\n<p>Data between a Sage ERP and Salesforce can be synced by utilizing <a rel=\"noreferrer noopener\" aria-label=\"&quot;Entity mappings&quot; (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/05\/27\/entity-mapping-with-additional-standardcustom-field-for-data-synchronization\/\" target=\"_blank\">&#8220;Entity mappings&#8221;<\/a> functionality of  GUMU&#x2122;. However, individually creating each mapping can be time-consuming and tedious. Therefore, <a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Integration for Salesforce (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\">GUMU&#x2122; Integration for Salesforce<\/a> enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually create entity and mapping for some basic (Salesforce CRM) entities with related data from Sage ERP.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Prerequisites:<br>&#8211; Ensure that Lightning View is enabled in Salesforce Org.<br>&#8211; <a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Integration package is installed (opens in a new tab)\" href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\">GUMU&#x2122; Integration package is installed<\/a><br>&#8211; <a rel=\"noreferrer noopener\" aria-label=\"ERP is configured with Salesforce (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\">ERP is configured with Salesforce<\/a><\/p><\/blockquote>\n\n\n\n<p>Follow these steps for creating the default entities:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201cApp Launcher\u201d \u2192 \u201cGUMU Settings\u201d tab \u2192  \u201cConfiguration\u201d tab. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/1.Configuration.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.Configuration.png\" alt=\"Configuration\"><\/a><\/center>\n<font size=\"2\"><center><i>Configuration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to the Integration for which the default entities are to be created.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/2.IntegrationSelection.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.IntegrationSelection.png\" alt=\"Integration Selection\"><\/a><\/center>\n<font size=\"2\"><center><i>Integration Selection<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the \u201c+\u201d icon in the Action list, corresponding to the chosen Integration.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/3.EntityandMapping.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\/3.EntityandMapping.png\" alt=\"Create Entity\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity and Mapping Prior to hitting the &#8220;Create Entity&#8221; button<\/i><\/center><\/font>\n\n\n\n<p>The default entities and the default entity mappings are automatically created and can be seen in the \u201cEntity Setting\u201d and \u201cEntity Mapping\/Import\u201d tabs respectively.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/10\/4.EntityandMappingCreated.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.EntityandMappingCreated.png\" alt=\"Entity and Mapping records\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity and Mapping records after the default records created<\/i><\/center><\/font>\n\n\n\n<p>Once the entities are created they can be <a rel=\"noreferrer noopener\" aria-label=\"updated for additional fields (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\">updated for synching additional fields<\/a>.  <br><br>We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a> <br><\/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\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage Customer using GUMU&#x2122; lightning version<\/a><\/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> <\/li><li><a 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 rel=\"noreferrer noopener\" 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><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Data between a Sage ERP and Salesforce can be synced by utilizing &#8220;Entity mappings&#8221; functionality of GUMU&#x2122;. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU&#x2122; Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/23\/creation-of-default-entities-and-mappings-using-gumu-new-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":[112,153,717,670,719,675,710,668,720,321,327,356,724,359,360,361,721,722,677,676,679,671,723,681,673,685,680,684,716,424,425,430,674],"class_list":["post-5220","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-entity","tag-gumu","tag-gumu-sf-lightning-sage100","tag-gumu-sf-lightning-sage300","tag-gumu-sf-lightning-sagex3","tag-gumu-to-sf-lightning-integration","tag-integrate-salesforce-lightning-with-sage-100","tag-integrate-salesforce-lightning-with-sage-300","tag-integrate-salesforce-lightning-with-sage-x3","tag-sage-100-erp","tag-sage-300-erp","tag-sage-x3","tag-sage-x3-erp","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sagex3-salesforce","tag-sagex3-sf","tag-salesforce-lightning","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sage-x3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sage-x3","tag-salesforce-lightning-sage100-integration","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-sage100","tag-salesforce-sage300"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5220","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=5220"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5220\/revisions"}],"predecessor-version":[{"id":5231,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5220\/revisions\/5231"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5220"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5220"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}