{"id":5302,"date":"2019-11-21T05:57:46","date_gmt":"2019-11-21T05:57:46","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5302"},"modified":"2019-11-21T05:57:48","modified_gmt":"2019-11-21T05:57:48","slug":"promote-salesforce-account-to-sage-300-customer-using-gumu-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/21\/promote-salesforce-account-to-sage-300-customer-using-gumu-lightning-version\/","title":{"rendered":"Promote Salesforce Account to Sage 300 Customer using GUMU&#x2122; lightning version"},"content":{"rendered":"\n<p> In this blog, we will be discussing one of the key features of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122; Integration<\/a>\u00a0using the new Lightning interface. You can promote an already existing\u00a0<strong>\u201cAccount\u201d<\/strong>\u00a0in Salesforce CRM, as a\u00a0<strong>\u201cCustomer\u201d<\/strong> in Sage 300 ERP. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong><em>Note:<\/em><\/strong><em> It is mandatory to synchronize some entities such as <strong>Category, Tax Group <\/strong>which are set as required for a customer in Sage 300.<\/em><\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>GUMU Integration<\/strong> App from the App Launcher.<\/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 Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>Accounts<\/strong> tab. A list of all Accounts in the Sales force Organization is displayed.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/2_List-Of-Accounts.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_List-Of-Accounts.png\" alt=\"List Of Accounts\"><\/a><\/center>\n<font size=\"2\"><center><i>List Of Accounts<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Open an Account which is not linked with any Sage 300 Customer. The Account detail screen appears as below along with a <strong>Promote Customer<\/strong> button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/3_Customer-Promote-Button.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_Customer-Promote-Button.png\" alt=\"Customer Promote Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Customer Promote Button<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on Promote Customer 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 \u201cDefault Integration\u201d. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/4_Integration-Selection.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_Integration-Selection.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 <strong>Next<\/strong> 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\/11\/5_Default-Selection.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_Default-Selection.png\" alt=\"Default Values Selection\"><\/a><\/center>\n<font size=\"2\"><center><i>Default Values Selection<\/i><\/center><\/font>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Integration <\/strong>\u2013 Specify the previously selected Integration name.<\/li><li><em><strong>Category<\/strong><\/em><strong> <\/strong>\u2013 Specify the <strong><em>Category<\/em><\/strong>, in case your organization is using the \u201c<strong><em>Category<\/em><\/strong>\u201d functionality in Sage ERP.<\/li><li><em><strong>Tax Group<\/strong><\/em> \u2013 Specify the default <strong>Tax Group <\/strong>to be used for the customer based on your business scenario.<\/li><li><strong>Customer No<\/strong> \u2013 Specify the non-existing <strong>\u201cCustomer No.\u201d<\/strong> to be used for the customer record based on your business scenario.<\/li><\/ol>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/6_Promote-Customer.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_Promote-Customer.png\" alt=\"Default Values Selected\"><\/a><\/center>\n<font size=\"2\"><center><i>Default Values Selected<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the Promote button. The corresponding Account gets promoted to Sage 300 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\/11\/7_Linked-Customer-No.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\/7_Linked-Customer-No.png\" alt=\"Linked Customer No\"><\/a><\/center>\n<font size=\"2\"><center><i>Linked Customer No<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>To verify if an Account is promoted, click on the Customer No link below 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 \u201cCustomer Maintenance\u201d screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/8_Real-Time-Data.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\/8_Real-Time-Data.png\" alt=\"Real Time Data\"><\/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\/11\/9_Sage-300-Promoted-Customer.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\/9_Sage-300-Promoted-Customer.png\" alt=\"Sage 300 Promoted Customer\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage 300 Promoted Customer<\/i><\/center><\/font>\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 300 systems. If you still have queries or any related problem, 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 href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/19\/promote-sales-order-from-sf-to-sage-300-erp-through-gumu-using-salesforce-lightning-components\/\">Promote Sales Order from SF to Sage 300 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li><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\/\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage 300 ERP<\/a><br><\/li><li><a rel=\"noreferrer noopener\" 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><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><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will be discussing one of the key features of\u00a0GUMU&#x2122; Integration\u00a0using the new Lightning interface. You can promote an already existing\u00a0\u201cAccount\u201d\u00a0in Salesforce CRM, as a\u00a0\u201cCustomer\u201d in Sage 300 ERP. Note: It is mandatory to synchronize some entities such as Category, Tax Group which are set as required for a customer in Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/21\/promote-salesforce-account-to-sage-300-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":[164,165,678,185,189,271,277,370,378,389,402,676,671,673,716,425,454,458,461],"class_list":["post-5302","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-promote-account","tag-promote-customer","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"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5302","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=5302"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5302\/revisions"}],"predecessor-version":[{"id":5318,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5302\/revisions\/5318"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}