GUMU™ SAGE ERP Integration for Salesforce (Sage X3, Sage 100 and Sage 300) is a real-time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Sales Order from Salesforce to Sage ERP. Here, in this blog, we will discuss how to promote Contacts from Salesforce to Sage X3 ERP
In Sage X3 each account has one or more than one Contacts. In this blog, we will discuss only promoting contacts. Please follow the below steps how to promote Contact to GUMU™ SAGE X3 ERP.
-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Accounts” tab. Select account for which you want to promote contact and on the Account layout click on the button “New Contact”.
Contact -Account layout
-> Click on “Save” button, Created contact will be promoted to Sage X3 ERP.
New Contact
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.
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