{"id":5251,"date":"2019-11-11T09:05:04","date_gmt":"2019-11-11T09:05:04","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5251"},"modified":"2019-11-11T09:05:05","modified_gmt":"2019-11-11T09:05:05","slug":"gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/11\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-300-erp\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP"},"content":{"rendered":"\n<p style=\"text-align:left\">In the <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\">previous blog<\/a>, we had a look on the features that have now been included in the new Lightning Interface for Import Entity Routine in <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\" target=\"_blank\">GUMU&#x2122; Integration<\/a><\/strong>. In this blog, we will be discussing how users can synch Additional Fields values for Accounts from Salesforce object to the corresponding A\/R Customers in Sage 300 ERP system.<\/p>\n\n\n\n<p>Kindly follow the below steps:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login\u00a0 to Salesforce Org.<\/li><li>Navigate to app launcher and select <strong>\u201cGUMU Settings\u201d<\/strong> from app list.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/1_GUMU-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\/08\/1_GUMU-Setting.png\" alt=\"GUMU&#x2122; Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU&#x2122; Settings<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li> Click on <strong>\u201cEntity Mapping\/Import\u201d<\/strong> tab. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/2_Entity-Mapping-Import.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\/11\/2_Entity-Mapping-Import.png\" alt=\"Sage 300 Entity Mapping Import\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage 300 Entity Mapping Import<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click onto the Import Routine specific for Account. <em>The default routine created by GUMU&#x2122; is <\/em><strong><em>&lt;Integration Name>-Customer<\/em><\/strong><em> or simply look out for the name &#8220;ARCustomersFinder&#8221; in the Web Service Method column of the list.<\/em><\/li><li>Click on the <strong>\u201cDetails\u201d<\/strong> tab and then the <strong>\u201cSF to ERP\u201d<\/strong> tab in it.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/3_SF-to-ERP.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\/11\/3_SF-to-ERP.png\" alt=\"SF to ERP Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>SF to ERP Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Edit<\/strong>\u201d Button and then click on \u201c<strong>Refresh Fields<\/strong>\u201d .<\/li><li>Add the mapping for <strong>\u201cPayment Code\u201d<\/strong> field in Salesforce Account Object with respective <strong>\u201cPayment code\u201d<\/strong> field from Sage 300 system.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/4_Add-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\/11\/4_Add-Mapping.png\" alt=\"Entity Details - Add Mapping\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity Details &#8211; Add Mapping<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>\u201cSave\u201d<\/strong> button.<\/li><li>For example, as shown in the below image, we enter the <strong>\u201cPayment Code\u201d<\/strong> value for the account \u201c<strong>DEMO ACCOUNT<\/strong>\u201d in Salesforce; the changes are automatically reflected in the Sage 300 ERP Customer screen for the selected Account\/Customer.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/5_Account.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\/11\/5_Account.png\" alt=\"Salesforce Account - Payment Code Value\"><\/a><\/center>\n<font size=\"2\"><center><i>Salesforce Account &#8211; Payment Code Value<\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/6_SAGE300-Account.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\/11\/6_SAGE300-Account.png\" alt=\"Sage 300 Customer - Payment Code Value\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage 300 Customer &#8211; Payment Code Value<\/i><\/center><\/font>\n\n\n\n<p>We hope the above blog proves resourceful in synching additional fields from Salesforce to Sage 300 ERP system. If you still have queries, don\u2019t 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=\"Creation of Default Entities and Mappings using GUMU\u2019s New Lightning Interface (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/23\/creation-of-default-entities-and-mappings-using-gumu-new-lightning-interface\/\" target=\"_blank\">Creation of Default Entities and Mappings using GUMU\u2019s New Lightning Interface<\/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 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\" 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)\">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 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 be discussing how users can synch Additional Fields values for Accounts from Salesforce object to the corresponding A\/R Customers in Sage 300\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/11\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-300-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":[726,164,165,678,185,189,370,378,389,402,676,671,673,716,425,454,458,461,483],"class_list":["post-5251","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-additional-fields-sage-300","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-salesforce-sage-300","tag-salesforce-and-sage-300-integration","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-sage-integration","tag-salesforce-with-sage-300-integration","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration","tag-sync"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5251","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=5251"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5251\/revisions"}],"predecessor-version":[{"id":5258,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5251\/revisions\/5258"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5251"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5251"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}