![\"Alert](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/1.-Alert-message-while-promoting-quote.png\")
<\/a><\/center>\nThe alert message above explicitly informs the user that they lacks the necessary permission to promote accounts. They must reach out to their System Administrator to grant them access to this functionality, enabling them to carry out promotions from Salesforce to Sage. Once this is done the necessary set access validation for users and profiles for Promote Quote using Security Matrix.<\/p>\n\n\n\n
Request Permission and Steps:<\/strong><\/u><\/em><\/h4>\n\n\n\nThe users simply need to navigate to the GUMU\u2122 Settings application in Salesforce which lists all the apps in the App Launcher. Refer to the below image:<\/p>\n\n\n\n
![\"Salesforce](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/2.-Salesforce-App-Launcher.png\")
<\/a><\/center>\nSalesforce App Launcher<\/i><\/center><\/font>\n\n\n\n- Click on “GUMU Settings<\/strong>“<\/li>
- Go to the “Security Matrix<\/strong>” tab<\/li>
- Select \u201cUser<\/strong>\u201d from the drop-down value provided in \u201cSecurity level<\/strong>\u201d. Refer to the below image:<\/li><\/ul>\n\n\n\n
![\"GUMU](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/3.-GUMU-Security-Matrix.png\")
<\/a><\/center>\nGUMU Security Matrix<\/i><\/center><\/font>\n\n\n\nUpon selecting ‘User<\/strong>‘ as the security level, the screen refreshes, presenting a list of all current Salesforce users. Here Admin needs to set access validation for users and profiles for Promote Quote using Security Matrix as shown in the image below:<\/p>\n\n\n\n![\"User](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/4.-User-Level-Security.png\")
<\/a><\/center>\nUser Level Security<\/i><\/center><\/font>\n\n\n\n
In order to provide the user who requested quote promotion access, the administrator must make sure to tick the checkbox for the ‘Promote Quote<\/strong>‘ functionality and subsequently click the ‘Save<\/strong>‘ button. This action will set access validation for users and profiles for Promote Quote using Security Matrix and will allow the user to seamlessly promote quotes from Salesforce to Sage. For a visual guide, please consult the image below:<\/p>\n\n\n\n![\"set](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/5.-Provide-Access-to-User-for-Promote-Quote-Functionality.png\")
<\/a><\/center>\nProvide Access to User for Promote Quote Functionality <\/i><\/center><\/font>\n\n\n\n Permission Effect and Conclusion<\/u><\/em><\/strong><\/h4>\n\n\n\nAfter the administrator has given approval, it’s the user’s turn to log in and confirm whether the ‘Promote Quote’ functionality is active. In this instance, we’ll utilize the Salesforce Greytrix User account to log in and evaluate the functionality.<\/p>\n\n\n\n
When the user clicks on the \u2018Promote Quote<\/strong>\u2019 button a confirmation window appears, allowing the user to confirm before promoting the Quote to Sage.<\/p>\n\n\n\n![\"Promote](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/6.-Promote-Quote-Confirmation-window.png\")
<\/a><\/center>\nPromote Quote Confirmation window <\/i><\/center><\/font>\n\n\n\nIn order to send the particular record to ERP, the User needs to click on the \u201cOK\u201d button.<\/p>\n\n\n\n
![\"Quote](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/10\/7.-Quote-promoted-Successfully.png\")
<\/a><\/center>\nQuote promoted Successfully <\/i><\/center><\/font>\n\n\n\nNote:<\/strong> All the steps above should be performed by a user with a \u2018System Administrator<\/strong>\u2019 profile when a User encounters the following Alert message while Promoting Sales Orders, Promoting Customers and Updating Customer from Salesforce to Sage:<\/p>\n\n\n\nYou do not have permission to access this page. Contact your system administrator to request access.<\/em><\/strong><\/p><\/blockquote>\n\n\n\nBy following the above blog instructions, you will be able to \u201cHow to set access validation for users and profiles for Promote Quote using Security Matrix\u201d<\/strong> If you still have queries or any related problems, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>. More details about the Product are available on our website<\/a> and Salesforce AppExchange<\/a>.<\/p>\n\n\n\nWe hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com<\/a><\/p>\n\n\n\nRelated Posts<\/strong><\/p>\n\n\n\n- Security Matrix in Salesforce<\/a><\/li>
- Promote Quote from SF to Sage X3 ERP using GUMU\u2122 Lightning Components<\/a><\/li>
- Promote Quote from Salesforce \u2013 Sage 100 Integration using GUMU\u2122 lightning version<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU\u2122 Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU\u2122 integration bestows them with comparable control over integration access.\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],"tags":[1165,638,1163,159,162,163,164,165,166,169,678,184,185,186,187,188,189,1125,270,271,277,1162,745,741,736,739,747,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,737,679,671,683,681,673],"class_list":["post-7679","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-app-launcher-2","tag-gumu-integration","tag-gumu-setting","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-permission","tag-promote","tag-promote-account","tag-promote-customer","tag-request-access","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-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"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679","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=7679"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679\/revisions"}],"predecessor-version":[{"id":7739,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679\/revisions\/7739"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/a><\/center>\n- Click on “GUMU Settings<\/strong>“<\/li>
- Go to the “Security Matrix<\/strong>” tab<\/li>
- Select \u201cUser<\/strong>\u201d from the drop-down value provided in \u201cSecurity level<\/strong>\u201d. Refer to the below image:<\/li><\/ul>\n\n\n\n
<\/a><\/center>\nGUMU Security Matrix<\/i><\/center><\/font>\n\n\n\n Upon selecting ‘User<\/strong>‘ as the security level, the screen refreshes, presenting a list of all current Salesforce users. Here Admin needs to set access validation for users and profiles for Promote Quote using Security Matrix as shown in the image below:<\/p>\n\n\n\n
<\/a><\/center>\nUser Level Security<\/i><\/center><\/font>\n\n\n\n
In order to provide the user who requested quote promotion access, the administrator must make sure to tick the checkbox for the ‘Promote Quote<\/strong>‘ functionality and subsequently click the ‘Save<\/strong>‘ button. This action will set access validation for users and profiles for Promote Quote using Security Matrix and will allow the user to seamlessly promote quotes from Salesforce to Sage. For a visual guide, please consult the image below:<\/p>\n\n\n\n<\/a><\/center>\nProvide Access to User for Promote Quote Functionality <\/i><\/center><\/font>\n\n\n\n Permission Effect and Conclusion<\/u><\/em><\/strong><\/h4>\n\n\n\n
After the administrator has given approval, it’s the user’s turn to log in and confirm whether the ‘Promote Quote’ functionality is active. In this instance, we’ll utilize the Salesforce Greytrix User account to log in and evaluate the functionality.<\/p>\n\n\n\n
When the user clicks on the \u2018Promote Quote<\/strong>\u2019 button a confirmation window appears, allowing the user to confirm before promoting the Quote to Sage.<\/p>\n\n\n\n
<\/a><\/center>\nPromote Quote Confirmation window <\/i><\/center><\/font>\n\n\n\n In order to send the particular record to ERP, the User needs to click on the \u201cOK\u201d button.<\/p>\n\n\n\n
<\/a><\/center>\nQuote promoted Successfully <\/i><\/center><\/font>\n\n\n\n Note:<\/strong> All the steps above should be performed by a user with a \u2018System Administrator<\/strong>\u2019 profile when a User encounters the following Alert message while Promoting Sales Orders, Promoting Customers and Updating Customer from Salesforce to Sage:<\/p>\n\n\n\n
You do not have permission to access this page. Contact your system administrator to request access.<\/em><\/strong><\/p><\/blockquote>\n\n\n\n
By following the above blog instructions, you will be able to \u201cHow to set access validation for users and profiles for Promote Quote using Security Matrix\u201d<\/strong> If you still have queries or any related problems, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>. More details about the Product are available on our website<\/a> and Salesforce AppExchange<\/a>.<\/p>\n\n\n\n
We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com<\/a><\/p>\n\n\n\n
Related Posts<\/strong><\/p>\n\n\n\n
- Security Matrix in Salesforce<\/a><\/li>
- Promote Quote from SF to Sage X3 ERP using GUMU\u2122 Lightning Components<\/a><\/li>
- Promote Quote from Salesforce \u2013 Sage 100 Integration using GUMU\u2122 lightning version<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU\u2122 Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU\u2122 integration bestows them with comparable control over integration access.\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],"tags":[1165,638,1163,159,162,163,164,165,166,169,678,184,185,186,187,188,189,1125,270,271,277,1162,745,741,736,739,747,359,360,361,730,732,731,363,364,367,370,372,374,377,378,744,740,738,746,743,389,400,401,402,737,679,671,683,681,673],"class_list":["post-7679","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-app-launcher-2","tag-gumu-integration","tag-gumu-setting","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-permission","tag-promote","tag-promote-account","tag-promote-customer","tag-request-access","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-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"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679","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=7679"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679\/revisions"}],"predecessor-version":[{"id":7739,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7679\/revisions\/7739"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Promote Quote from SF to Sage X3 ERP using GUMU\u2122 Lightning Components<\/a><\/li>
- Go to the “Security Matrix<\/strong>” tab<\/li>