{"id":7415,"date":"2023-08-09T04:56:00","date_gmt":"2023-08-09T04:56:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7415"},"modified":"2023-08-07T06:21:58","modified_gmt":"2023-08-07T06:21:58","slug":"salesperson-mapping-functionality-in-gumu-sage-x3-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/09\/salesperson-mapping-functionality-in-gumu-sage-x3-erp\/","title":{"rendered":"Salesperson Mapping Functionality in GUMU\u2122 for Salesforce &#8211; Sage X3 ERP Integration"},"content":{"rendered":"\n<p>In our GUMU\u2122 integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates\u00a0the <strong>Account Owner<\/strong>\u00a0field in Salesforce with\u00a0the <strong>\u201cSales Rep\u201d<\/strong>\u00a0field in Sage X3.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Assigning Sale Rep in Sage X3 for Customers:<\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on\u00a0the <strong>\u201cCommon Data\u201d<\/strong>\u00a0section in Sage X3.<\/li><li>Click on\u00a0<strong>\u201cCustomers\u201d<\/strong>.<\/li><li>Select the customer to whom you want to assign the Sales Representative.<\/li><li>Click on\u00a0the <strong>\u201cSave\u201d<\/strong>\u00a0button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/1.-Sales-Rep-Field-X3.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\/2023\/06\/1.-Sales-Rep-Field-X3.png\" alt=\"Sales Rep Field X3\"><\/a><\/center>\n<font size=\"2\"><center><i>Sales Rep Field X3 <\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\"><em><strong>Steps for <em>Salesperson Mapping<\/em>:<\/strong><\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to&nbsp;<strong>\u201cGUMU Settings\u201d<\/strong>&nbsp;in the App Launcher.<\/li><li>Click on the&nbsp;<strong>\u201cSalesperson Mapping\u201d <\/strong>tab.<\/li><li>Select the integration from the list if the default one is not loaded, enter filter values (if needed) for first &amp; Last name values, and click on the \u201c<strong>Get List<\/strong>\u201d button.<\/li><li>Once the list loads start mapping the respective Sage X3 Sales Rep with the Salesforce user.<br>For e.g.: Refer to the below screenshot in which we have mapped Sage X3 Sales rep \u201cAO251\u201d with Salesforce user \u201cDemo Sage\u201d.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/2.-Salesperson-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\/2023\/06\/2.-Salesperson-Mapping.png\" alt=\"Salesperson Mapping\"><\/a><\/center>\n<font size=\"2\"><center><i>Salesperson Mapping <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the \u201c<strong>Save<\/strong>\u201d button.<\/li><li>Once the mapping is done, then start the import routine for Salesperson.<\/li><li>Now you can view the Sage X3 Sales rep as an account owner in Salesforce.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/3.-Account-Owner-Field.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\/2023\/06\/3.-Account-Owner-Field.png\" alt=\"Account Owner Field\"><\/a><\/center>\n<font size=\"2\"><center><i>Account Owner Field <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>This will map your Sage X3 Sales Rep field with the Salesforce account owner field bi-directionally:<ul><li><strong>Sage X3 to Salesforce:\u00a0<\/strong>If you import any customer from Sage X3 using the GUMU Import routine, which contains \u201cAO251\u201d as a salesperson. Then in Salesforce while creating\/updating that Company, the Account Owner value will be set as \u201cDemo Sage\u201d as he is the Salesforce user mapped with \u201cAO251\u201d in the Salesperson Mapping.<\/li><li><strong>Salesforce to Sage X3:\u00a0<\/strong>If you create any new customer in Salesforce and try to promote it to X3 then while promoting that customer to X3, it will auto-load the Sage X3 salesperson in the salesperson field which is already mapped with that company\u2019s Account owner field in Salesperson mapping.<\/li><\/ul><\/li><\/ul>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201c<strong>Salesperson Mapping Functionality in GUMU\u2122 with Sage X3 ERP<\/strong>\u201c. <\/p>\n\n\n\n<p>If you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" rel=\"noreferrer noopener\">our website<\/a>\u00a0and\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">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\/2020\/09\/28\/viewing-customer-real-time-inquiry-in-pdf-file-for-faster-response\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/07\/22\/gumu-salesforce-tricks-tips-promoting-billing-address-from-sf-com-to-sage-x3-using-gumu-lightning-components\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 Salesforce Tricks &amp; Tips \u2013 Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/09\/28\/viewing-customer-real-time-inquiry-in-pdf-file-for-faster-response\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/11\/30\/how-to-resolve-error-at-least-one-delivery-address-must-be-active-while-importing-customer-address-in-salesforce-from-sage-x3-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to resolve error [At least one delivery address must be Active] while importing Customer Address in Salesforce from Sage X3 ERP<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/09\/28\/viewing-customer-real-time-inquiry-in-pdf-file-for-faster-response\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/11\/25\/fix-change-in-progress-on-another-workstation-error-while-editing-a-sagex3-record-from-salesforce-to-sagex3\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to fix Change in progress on another workstation error while editing a SageX3 record from Salesforce to SageX3 through GUMU\u2122<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/09\/28\/viewing-customer-real-time-inquiry-in-pdf-file-for-faster-response\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/07\/03\/user-controlled-pdf-format-of-customer-transactions-from-sage-x3\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 Salesforce Tricks &amp; Tips \u2013 User Controlled PDF Format of Customer Transactions on GUMU\u2122 Real-Time Inquiry from Sage X3<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In our GUMU\u2122 integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates\u00a0the Account Owner\u00a0field in Salesforce with\u00a0the \u201cSales Rep\u201d\u00a0field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on\u00a0the \u201cCommon Data\u201d\u00a0section in Sage X3. Click on\u00a0\u201cCustomers\u201d. Select the customer to whom you want to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/09\/salesperson-mapping-functionality-in-gumu-sage-x3-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":[956,2],"tags":[113,159,166,169,678,186,187,229,923,739,747,363,364,367,372,374,738,746,400,683,687,684,716,620,1019,462,463],"class_list":["post-7415","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-entity-mapping","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-mapping","tag-mapping-screen","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","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-salesperson-mapping","tag-sf-to-erp-mapping","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\/7415","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=7415"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7415\/revisions"}],"predecessor-version":[{"id":7472,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7415\/revisions\/7472"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}