This blog post is regarding one of the key features of our integration application where you can link existing Salesforce Accounts with Sage ERP X3 Customers. Once accounts get linked, the user can see real time information of that particular linked ERP customer in Salesforce. Also, user can create Sales order for that linked account and promote into Sage ERP X3.
Follow the below steps to link Salesforce Account with ERP Customer –
- Login to Salesforce.
- Go to Administration Tab.
- Click on the Link Customer Tab to open Link Customer Page.
- Select Integration from the Finder as shown in screen.
- Select Link Matching Criteria from the list (i.e. Customer Name).
- Click on “Get List” button to get the Accounts/Customer list as shown in above screen.
- The User can also provide criteria like “From Customer” and “To Customer” to get only the provided range of Accounts.
- There are two options to find out the matching customers of Sage ERP X3.
Auto Map: – Using Auto Map button, it will search the customers of ERP based on matching criteria (i.e. Customer Name) and once exact match is found with account name then the associated ERP customer is automatically populated (refer above screen).
Finder: – The user can also search matching ERP customers by using Finder icon of “ERP Customer” column.
- Use “Link” button to link Salesforce Account with selected ERP customers.
In this way the user can link Salesforce Accounts with ERP Customers.
For more information on our Salesforce integration with Sage ERP X3 please visit our website or email us on salesforce@greytrix.com to setup a live demo for you or your team.
About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.