{"id":5383,"date":"2020-01-13T09:05:25","date_gmt":"2020-01-13T09:05:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5383"},"modified":"2021-03-12T02:49:43","modified_gmt":"2021-03-12T02:49:43","slug":"gumu-features-saving-customer-details-before-promotion-to-sage","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/01\/13\/gumu-features-saving-customer-details-before-promotion-to-sage\/","title":{"rendered":"GUMU&#x2122; Features \u2013 Saving Customer Details before Promotion to Sage"},"content":{"rendered":"\n<p>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> for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to <strong>Save<\/strong> the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.<\/p>\n\n\n\n<p>Previously, if an error was encountered while Customer Promotion due to inaccurate data, like incorrect zip code, incompatible country code in the Addresses tab or the one shown below, the user would have had to re-enter all the data that is required for promotion to ERP after rectifying the inaccurate data.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/01\/1_Old_Account_Promotion_Screen_Error.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\/2020\/01\/1_Old_Account_Promotion_Screen_Error.jpg\" alt=\"Old_Account_Promotion_Screen_Error\"><\/a><\/center>\n<font size=\"2\"><center><i>Old_Account_Promotion_Screen_Error<\/i><\/center><\/font>\n\n\n\n<p>This issue can be easily bypassed by simply clicking on a button provided by our new update. <\/p>\n\n\n\n<p>While promoting an Account, just before clicking on the <strong>Promote <\/strong>button, click on the <strong>Save <\/strong>button shown below.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/01\/2_New_Account_Promotion_Screen_Error.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\/2020\/01\/2_New_Account_Promotion_Screen_Error.jpg\" alt=\"New_Account_Promotion_Screen_Error\"><\/a><\/center>\n<font size=\"2\"><center><i>New_Account_Promotion_Screen_Error<\/i><\/center><\/font>\n\n\n\n<p>This saves the ERP information that is entered in the Promotion pop-up. Therefore, even if the Account is not promoted, the user doesn\u2019t have to type in the data again. The User can just fix the incorrect data and return to this screen and simply click <strong>Promote. <\/strong>Thus, saving the user\u2019s time and effort.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/01\/3_New_Account_Promotion_Screen_Promote.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\/2020\/01\/3_New_Account_Promotion_Screen_Promote.jpg\" alt=\"New_Account_Promotion_Screen_Promote\"><\/a><\/center>\n<font size=\"2\"><center><i>New_Account_Promotion_Screen_Promote<\/i><\/center><\/font>\n\n\n\n<p>If you still have concerns and need more help with the integration product, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p>Experience the GUMU&#x2122; integration for Salesforce with Sage ERP readily available on <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\">Salesforce AppExchange<\/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=\"GUMU&#x2122; Features \u2013 Sage ERP Data Preview (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/26\/gumu-features-sage-erp-data-preview\/\" target=\"_blank\">GUMU&#x2122; Features \u2013 Sage ERP Data Preview<\/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><br><\/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","protected":false},"excerpt":{"rendered":"<p>Our GUMU&#x2122; Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/01\/13\/gumu-features-saving-customer-details-before-promotion-to-sage\/\">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":[956,2,957],"tags":[159,162,163,164,165,166,169,678,184,185,186,187,188,189,271,277,745,741,736,739,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,676,737,679,671,683,681,673,733,687,680,684,716,424,425,734,430,735,454,458,461,462,463],"class_list":["post-5383","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","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-promote-account","tag-promote-customer","tag-sage-100-connector-with-salesforce","tag-sage-300-connector-with-salesforce","tag-sage-300c-erp","tag-sage-erp-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\/5383","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=5383"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5383\/revisions"}],"predecessor-version":[{"id":5393,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5383\/revisions\/5393"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}