Promote New Contact<\/span><\/em><\/strong><\/h4>\n\n\n\nLet\u2019s move ahead and learn on how to Promote Contacts from Salesforce to Sage X3:<\/p>\n\n\n\n
- Login to Salesforce Org.<\/li>
- Navigate to Salesforce App Launcher and click on GUMU Integration<\/em><\/strong> Application.<\/li>
- After Clicking on GUMU Integration<\/em><\/strong> tab Salesforce will direct you to the page displayed in the below image where you can view the list of all Accounts.<\/li><\/ul>\n\n\n\n
![\"GUMU](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/1.GUMU-Integration.png\")
<\/a><\/center>\nGUMU Integration selected Account<\/i><\/center><\/font>\n\n\n\n- Select the desired Account for which you wish to create and promote Contact from Salesforce to Sage. Here we are going to create Contact for already Linked Account: Distribui\u00e7\u00e3o Angola Farma<\/em><\/strong>.<\/li><\/ul>\n\n\n\n
![\"Linked](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/2.Linked-Account.png\")
<\/a><\/center>\nLinked Account<\/i><\/center><\/font>\n\n\n\n- Click on related tab present on the Salesforce Account Page for creating new Contact.<\/li><\/ul>\n\n\n\n
![\"Salesforce](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/3.Salesforce-Related-Tab.png\")
<\/a><\/center>\nSalesforce Related Tab<\/i><\/center><\/font>\n\n\n\n- Click on the \u201cNew<\/em><\/strong>\u201d button to create new Contact for the Account.<\/li><\/ul>\n\n\n\n
![\"New](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/4.New-Contact.png\")
<\/a><\/center>\nNew Contact<\/i><\/center><\/font>\n\n\n\n- After filling in the necessary details, click on the Save button to save the newly created record. Now to Promote the Contact, re-edit the record and again save it.<\/li><\/ul>\n\n\n\n
![\"Edit](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/5.Edit-Contact.png\")
<\/a><\/center>\nEdit Contact<\/i><\/center><\/font>\n\n\n\n- Contacts get promoted\/updated to Sage X3 as well when saved. Let\u2019s look upon the Contact in Sage X3 that has been promoted from Salesforce.<\/li><\/ul>\n\n\n\n
![\"Contact](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/6.Contact-in-Sage-X3.png\")
<\/a><\/center>\nContact in Sage X3<\/i><\/center><\/font>\n\n\n\nBy following the above mentioned steps Users can now easily promote Contacts from Salesforce. Along with Promoting the Contacts, GUMU integration also supports updating Contact information on real time basis.<\/p>\n\n\n\n
Update Linked Contact<\/span><\/em><\/strong><\/h4>\n\n\n\nTo understand how the real-time changes work we shall continue to work on the same Accounts Contact we promoted earlier. Kindly follow the below steps to update Contact info to Sage from Salesforce:<\/p>\n\n\n\n
- Open the Linked Account for which you have created and promoted Contact and Click on the \u201cEdit\u201d button to make the changes as show in the below image and click on Save button for the changes to update on real time basis from Salesforce to Sage X3.<\/li><\/ul>\n\n\n\n
![\"Updating](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/7.-Updating-Contact-information-in-Salesforce.png\")
<\/a><\/center>\nUpdating Contact information in Salesforce<\/i><\/center><\/font>\n\n\n\nOnce saved, let\u2019s verify the changes in Sage to have a better understanding of real-time changes. Refer the below image to view the changes:<\/p>\n\n\n\n
![\"Updated](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/02\/8.-Updated-Contact-information-in-ERP.png\")
<\/a><\/center>\nUpdated Contact information in ERP<\/i><\/center><\/font>\n\n\n\nNote:<\/strong> One of the most vital point, that user needs to keep in mind while making changes for Account, Contact, Addresses etc in Salesforce is that. The record for that particular entity shouldn\u2019t be Open (i.e. in edit or read only mode) on the Sage X3 screen. Otherwise, the real-time changes will not be reflected from Salesforce to Sage X3.<\/p>\n\n\n\nAbout Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n- Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version<\/a><\/li>
- Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components<\/a><\/li>
- GUMU™ Salesforce Tricks & Tips \u2013 Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
As you all are aware about the fact that GUMU integration supports Promotion of Accounts and SalesOrders from Salesforce to Sage X3 using both classic and lightning components. Contacts are significant to every Organization in order to carry out their day-to-day operations. While building those relationship it is necessary to focus on who we are\u2026 Read More »<\/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":[2,956],"tags":[1066,638,159,166,169,678,186,187,1061,1063,274,1064,1062,739,356,363,364,367,372,374,738,746,400,683,687,684,716,462,463,1065],"class_list":["post-5997","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-features","tag-contact-information","tag-gumu-integration","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-linked-account","tag-new-contact","tag-promote-contact","tag-real-time-basis","tag-related-tab","tag-sage-erp-connector-with-salesforce","tag-sage-x3","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration","tag-update-contact"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997","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=5997"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997\/revisions"}],"predecessor-version":[{"id":6006,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997\/revisions\/6006"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/a><\/center>\n- Select the desired Account for which you wish to create and promote Contact from Salesforce to Sage. Here we are going to create Contact for already Linked Account: Distribui\u00e7\u00e3o Angola Farma<\/em><\/strong>.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Linked Account<\/i><\/center><\/font>\n\n\n\n - Click on related tab present on the Salesforce Account Page for creating new Contact.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Salesforce Related Tab<\/i><\/center><\/font>\n\n\n\n - Click on the \u201cNew<\/em><\/strong>\u201d button to create new Contact for the Account.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
New Contact<\/i><\/center><\/font>\n\n\n\n - After filling in the necessary details, click on the Save button to save the newly created record. Now to Promote the Contact, re-edit the record and again save it.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Edit Contact<\/i><\/center><\/font>\n\n\n\n - Contacts get promoted\/updated to Sage X3 as well when saved. Let\u2019s look upon the Contact in Sage X3 that has been promoted from Salesforce.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Contact in Sage X3<\/i><\/center><\/font>\n\n\n\n By following the above mentioned steps Users can now easily promote Contacts from Salesforce. Along with Promoting the Contacts, GUMU integration also supports updating Contact information on real time basis.<\/p>\n\n\n\n
Update Linked Contact<\/span><\/em><\/strong><\/h4>\n\n\n\n
To understand how the real-time changes work we shall continue to work on the same Accounts Contact we promoted earlier. Kindly follow the below steps to update Contact info to Sage from Salesforce:<\/p>\n\n\n\n
- Open the Linked Account for which you have created and promoted Contact and Click on the \u201cEdit\u201d button to make the changes as show in the below image and click on Save button for the changes to update on real time basis from Salesforce to Sage X3.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Updating Contact information in Salesforce<\/i><\/center><\/font>\n\n\n\n Once saved, let\u2019s verify the changes in Sage to have a better understanding of real-time changes. Refer the below image to view the changes:<\/p>\n\n\n\n
<\/a><\/center>\nUpdated Contact information in ERP<\/i><\/center><\/font>\n\n\n\n Note:<\/strong> One of the most vital point, that user needs to keep in mind while making changes for Account, Contact, Addresses etc in Salesforce is that. The record for that particular entity shouldn\u2019t be Open (i.e. in edit or read only mode) on the Sage X3 screen. Otherwise, the real-time changes will not be reflected from Salesforce to Sage X3.<\/p>\n\n\n\n
About Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n
- Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version<\/a><\/li>
- Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components<\/a><\/li>
- GUMU™ Salesforce Tricks & Tips \u2013 Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
As you all are aware about the fact that GUMU integration supports Promotion of Accounts and SalesOrders from Salesforce to Sage X3 using both classic and lightning components. Contacts are significant to every Organization in order to carry out their day-to-day operations. While building those relationship it is necessary to focus on who we are\u2026 Read More »<\/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":[2,956],"tags":[1066,638,159,166,169,678,186,187,1061,1063,274,1064,1062,739,356,363,364,367,372,374,738,746,400,683,687,684,716,462,463,1065],"class_list":["post-5997","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-features","tag-contact-information","tag-gumu-integration","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-linked-account","tag-new-contact","tag-promote-contact","tag-real-time-basis","tag-related-tab","tag-sage-erp-connector-with-salesforce","tag-sage-x3","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration","tag-update-contact"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997","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=5997"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997\/revisions"}],"predecessor-version":[{"id":6006,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5997\/revisions\/6006"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components<\/a><\/li>
- Promote Salesforce Account to Sage X3 Customer using GUMU™ lightning version<\/a><\/li>
- Open the Linked Account for which you have created and promoted Contact and Click on the \u201cEdit\u201d button to make the changes as show in the below image and click on Save button for the changes to update on real time basis from Salesforce to Sage X3.<\/li><\/ul>\n\n\n\n
- Contacts get promoted\/updated to Sage X3 as well when saved. Let\u2019s look upon the Contact in Sage X3 that has been promoted from Salesforce.<\/li><\/ul>\n\n\n\n
- After filling in the necessary details, click on the Save button to save the newly created record. Now to Promote the Contact, re-edit the record and again save it.<\/li><\/ul>\n\n\n\n
- Click on the \u201cNew<\/em><\/strong>\u201d button to create new Contact for the Account.<\/li><\/ul>\n\n\n\n
- Click on related tab present on the Salesforce Account Page for creating new Contact.<\/li><\/ul>\n\n\n\n