Additional (Related) Sage X3 data:-<\/em><\/strong><\/h4>\n\n\n\nBelow are the steps to fetch additional (related) Sage X3 table data from Sage X3 to the Real-time screen in Salesforce:-<\/p>\n\n\n\n
- Log into Salesforce. <\/li>
- In the App Launcher, search for Inquiries.<\/li><\/ul>\n\n\n\n
![\"GUMU](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/07\/GUMU-Inquiry-Screen.png\")
<\/a><\/center>\nGUMU Inquiry Screen<\/i><\/center><\/font>\n\n\n\n- Once found in the list of the details of the object search for “Customer” in the list as that’s the one associated with the GUMU\u2122 Customer\/Account records for displaying related information.<\/li>
- Go to the Customer Inquiry screen and click on the new data page section.<\/li><\/ul>\n\n\n\n
![\"Customer](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/1.-Customer-inquiry-Screen.png\")
<\/a><\/center>\nCustomer Inquiry Screen <\/i><\/center><\/font>\n\n\n\n- Customer Inquiry screen details will contain previously defined section that can be modified by the user or updated as well in order to maintain the data visible to the user. <\/li>
- Further now the Admin can Create a new data page against Customer Inquiries.<\/li>
- Go to the related page and click on the new button.<\/li><\/ul>\n\n\n\n
![\"Customer](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/2.-Customer-Related-Screen.png\")
<\/a><\/center>\nCustomer Related Screen <\/i><\/center><\/font>\n\n\n\n- This will open up a new data page that will allow user to enter the details.<\/li><\/ul>\n\n\n\n
![\"New](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/3.-New-Data-Page-Section.png\")
<\/a><\/center>\nNew Data Page Section <\/i><\/center><\/font>\n\n\n\n- Enter the Data Page Section Name and on the Related List Name field enter the Group code from Sage X3 from which table you want to get the additional (related) Sage X3 data and click on the save button.<\/li><\/ul>\n\n\n\n
![\"Data](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/07\/GUMU-Inquiries-page-section-with-required-data.png\")
<\/a><\/center>\nData page section with required data <\/i><\/center><\/font>\n\n\n\n- Save the “Data Page” record in the screen and if need be you can update the Sort Order or add more fields\/details to section for better visibility to the user.<\/li>
- Further navigate to the Account page and click on Customer Details.<\/li>
- Click on settings at the corner of the page and click on the field-level setup tab.<\/li>
- Select a section and add additional (related) Sage X3 data <\/em>that should be displayed on that created section.<\/li><\/ul>\n\n\n\n
![\"Field](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/5.-Field-level-Setup.png\")
<\/a><\/center>\nField level Setup <\/i><\/center><\/font>\n\n\n\nNote<\/strong>:- To get the field data from Sage X3 to the real-time screen user have to set the API name in Field API Name under the data page Section.<\/em><\/pre>\n\n\n\n![\"Additional](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/06\/6.-Real-time-screen-with-fields-and-data.png\")
<\/a><\/center>\nReal time screen with fields and data <\/i><\/center><\/font>\n\n\n\nBy following the above blog instructions, you should be able to learn \u201cFetching additional (related) Sage X3 data to the real-time screen by using the data page and GUMU\u2122 Lightning interface<\/strong>\u201c. More detail about the Field Security and how to setup teh details\/access is available in one of our previous blog here<\/a>.<\/p>\n\n\n\nIf you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0salesforce@greytrix.com<\/a>. More details about our integration product are available on\u00a0our website<\/a>\u00a0and\u00a0Salesforce AppExchange<\/a>.<\/p>\n\n\n\nWe hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com<\/a>.<\/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 Shipping Address from Salesforce to Sage X3 using GUMU\u2122 Integration<\/a><\/li>
- GUMU\u2122 Salesforce Tricks & Tips \u2013 Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li>
- How to resolve error [At least one delivery address must be Active] while importing Customer Address in Salesforce from Sage X3 ERP<\/a><\/li>
- How to fix Change in progress on another workstation error while editing a SageX3 record from Salesforce to SageX3 through GUMU\u2122<\/a><\/li>
- GUMU\u2122 Salesforce Tricks & Tips \u2013 User Controlled PDF Format of Customer Transactions on GUMU\u2122 Real-Time Inquiry from Sage X3<\/a><\/li><\/ul>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer\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":[956,2,957],"tags":[159,166,169,678,186,187,298,961,299,965,993,995,300,1425,1421,739,363,364,367,372,374,738,746,400,683,687,684,716,462,463],"class_list":["post-7417","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-real-time","tag-real-time-information","tag-real-time-integration","tag-real-time-customer","tag-real-time-inquiry","tag-real-time-inquiry-screen","tag-real-time-schema","tag-realtime-customer","tag-realtime-inquiry-page","tag-sage-erp-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-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\/7417","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=7417"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7417\/revisions"}],"predecessor-version":[{"id":7446,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7417\/revisions\/7446"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7417"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7417"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/a><\/center>\n- Once found in the list of the details of the object search for “Customer” in the list as that’s the one associated with the GUMU\u2122 Customer\/Account records for displaying related information.<\/li>
- Go to the Customer Inquiry screen and click on the new data page section.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Customer Inquiry Screen <\/i><\/center><\/font>\n\n\n\n - Customer Inquiry screen details will contain previously defined section that can be modified by the user or updated as well in order to maintain the data visible to the user. <\/li>
- Further now the Admin can Create a new data page against Customer Inquiries.<\/li>
- Go to the related page and click on the new button.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Customer Related Screen <\/i><\/center><\/font>\n\n\n\n - This will open up a new data page that will allow user to enter the details.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
New Data Page Section <\/i><\/center><\/font>\n\n\n\n - Enter the Data Page Section Name and on the Related List Name field enter the Group code from Sage X3 from which table you want to get the additional (related) Sage X3 data and click on the save button.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Data page section with required data <\/i><\/center><\/font>\n\n\n\n - Save the “Data Page” record in the screen and if need be you can update the Sort Order or add more fields\/details to section for better visibility to the user.<\/li>
- Further navigate to the Account page and click on Customer Details.<\/li>
- Click on settings at the corner of the page and click on the field-level setup tab.<\/li>
- Select a section and add additional (related) Sage X3 data <\/em>that should be displayed on that created section.<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Field level Setup <\/i><\/center><\/font>\n\n\n\n Note<\/strong>:- To get the field data from Sage X3 to the real-time screen user have to set the API name in Field API Name under the data page Section.<\/em><\/pre>\n\n\n\n
<\/a><\/center>\nReal time screen with fields and data <\/i><\/center><\/font>\n\n\n\n By following the above blog instructions, you should be able to learn \u201cFetching additional (related) Sage X3 data to the real-time screen by using the data page and GUMU\u2122 Lightning interface<\/strong>\u201c. More detail about the Field Security and how to setup teh details\/access is available in one of our previous blog here<\/a>.<\/p>\n\n\n\n
If you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0salesforce@greytrix.com<\/a>. More details about our integration product are available on\u00a0our website<\/a>\u00a0and\u00a0Salesforce AppExchange<\/a>.<\/p>\n\n\n\n
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com<\/a>.<\/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 Shipping Address from Salesforce to Sage X3 using GUMU\u2122 Integration<\/a><\/li>
- GUMU\u2122 Salesforce Tricks & Tips \u2013 Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li>
- How to resolve error [At least one delivery address must be Active] while importing Customer Address in Salesforce from Sage X3 ERP<\/a><\/li>
- How to fix Change in progress on another workstation error while editing a SageX3 record from Salesforce to SageX3 through GUMU\u2122<\/a><\/li>
- GUMU\u2122 Salesforce Tricks & Tips \u2013 User Controlled PDF Format of Customer Transactions on GUMU\u2122 Real-Time Inquiry from Sage X3<\/a><\/li><\/ul>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer\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":[956,2,957],"tags":[159,166,169,678,186,187,298,961,299,965,993,995,300,1425,1421,739,363,364,367,372,374,738,746,400,683,687,684,716,462,463],"class_list":["post-7417","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-real-time","tag-real-time-information","tag-real-time-integration","tag-real-time-customer","tag-real-time-inquiry","tag-real-time-inquiry-screen","tag-real-time-schema","tag-realtime-customer","tag-realtime-inquiry-page","tag-sage-erp-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-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\/7417","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=7417"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7417\/revisions"}],"predecessor-version":[{"id":7446,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7417\/revisions\/7446"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7417"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7417"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- GUMU\u2122 Salesforce Tricks & Tips \u2013 Promoting Billing Address from SF.com to Sage X3 using GUMU Lightning components<\/a><\/li>
- Promote Shipping Address from Salesforce to Sage X3 using GUMU\u2122 Integration<\/a><\/li>
- Enter the Data Page Section Name and on the Related List Name field enter the Group code from Sage X3 from which table you want to get the additional (related) Sage X3 data and click on the save button.<\/li><\/ul>\n\n\n\n
- This will open up a new data page that will allow user to enter the details.<\/li><\/ul>\n\n\n\n