{"id":5367,"date":"2019-12-26T09:48:25","date_gmt":"2019-12-26T09:48:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5367"},"modified":"2020-01-27T09:42:04","modified_gmt":"2020-01-27T09:42:04","slug":"gumu-features-sage-erp-data-preview","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/26\/gumu-features-sage-erp-data-preview\/","title":{"rendered":"GUMU&#x2122; Features \u2013 Sage ERP Data Preview"},"content":{"rendered":"\n<p>To improve the overall user experience in our <a rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; integration (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\">GUMU&#x2122; integration<\/a>, we have introduced a new \u201cSalesforce &#8211; ERP Data Preview\u201d feature. This feature will provide user the ability to preview &amp; validate the ERP data prior to it being imported in Salesforce CRM.<\/p>\n\n\n\n<p>Kindly follow the below steps in order to preview the ERP data in new GUMU&#x2122; Lightning Component interface.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce.<\/li><li>Navigate to <strong>\u201cApp launcher\u201d<\/strong> and Click on <strong>\u201cGUMU Settings\u201d<\/strong><\/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 Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Settings<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>\u201cEntity Mapping\/Import\u201d<\/strong> tab to view entity list page.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/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\/08\/2_Entity-Mapping-Import.png\" alt=\"GUMU Entity List\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Entity List<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Select entity for which you want to preview ERP data. And Click on the <strong>\u201cPreview\u201d<\/strong> button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/3_Preview-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\/12\/3_Preview-Button.png\" alt=\"Preview Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Preview Button<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After clicking\non Preview button user can see the ERP Data of that particular entity as per\nthe ERP-SF fields mapping.<\/li><li>For Example as\nshown in the below image, we select the account entity, so by clicking on the\npreview button user will see the ERP Data of Account object.<\/li><li>If the user\nwishes to import that displayed data, they can do so by clicking on the \u201c<strong>Import<\/strong>\u201d\nbutton. Also clicking on \u201c<strong>Preview next\u201d<\/strong> button user can see the next set\nof ERP Records.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/4_Preview-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\/12\/4_Preview-Data.png\" alt=\"Preview Data\"><\/a><\/center>\n<font size=\"2\"><center><i>Preview Data<\/i><\/center><\/font>\n\n\n\n<p>Using this functionality user can verify the data that is being imported. 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 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><br><\/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>To improve the overall user experience in our GUMU&#x2122; integration, we have introduced a new \u201cSalesforce &#8211; ERP Data Preview\u201d feature. This feature will provide user the ability to preview &amp; validate the ERP data prior to it being imported in Salesforce CRM. Kindly follow the below steps in order to preview the ERP data\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/26\/gumu-features-sage-erp-data-preview\/\">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":[114,158,159,162,163,164,165,166,169,678,184,185,186,187,188,189,745,741,736,739,747,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,676,737,679,671,683,681,673,733,687,680,684,716,424,425,734,430,735,454,458,461,462,463],"class_list":["post-5367","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-entity-setting","tag-gumu-settings","tag-gumu-sf-integration","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumusfsage300","tag-gumusfsage300erp","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-salesforce-with-sage-300","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-integrate-sfdc-and-sage-100","tag-integrate-sfdc-and-sage-300","tag-sage-100-connector-with-salesforce","tag-sage-300-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-sage300c","tag-sage300c-salesforce","tag-sage300c-sf","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-300","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-and-sage-100-integration","tag-salesforce-and-sage-300-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-300","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-connector-with-sage-erp","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage","tag-salesforce-integration-with-sage-100","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300-integration","tag-salesforce-lightning-sage300c-integration","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-and-sage-300-integration","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-integration-with-sage-300","tag-salesforce-lightning-integration-with-sage-300c","tag-salesforce-lightning-integration-with-sagex3","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-with-sage-300c-integration","tag-salesforce-sage100","tag-salesforce-sage300c","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-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\/5367","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=5367"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5367\/revisions"}],"predecessor-version":[{"id":5371,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5367\/revisions\/5371"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}