GUMU™ Salesforce Tricks & Tips – Activating “Additional Fields” button for use during Sales Order Promotion

By | September 19, 2019
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In our previous blog, we explained the details about the newly updated GUMU™ feature of user defined fields that can be passed along from Salesforce to Sage.

Since, Salesforce doesn’t allows editing of the Page layout that are added to the instance through Managed Package, we have added details here for Salesforce Admin to make sure that they are able to set the settings properly for using the newly added functionality in GUMU™ Salesforce integration.

Once the user has installed the new GUMU™ package, the “Additional Fields” button used for promoting more information is disabled. In this blog we will focus on how the users can Activate/Enable the new “Additional Fields” button (at Header level) on GUMU™ Sales Order layout for promoting additional fields from Salesforce to Sage (100 US). It can be achieved by simply following the steps as mentioned below:

  • Login to Salesforce.
  • Navigate to Setup and click “Object Manager”.
  • Click on the “Order” Object.
Order Object
Order Object
  • Select “Page Layout” option and click on “New” button.
Page Layout Selection Screen
Page Layout Selection Screen
  • Select Existing Page Layout as Order Layout and in the Page Layout Name enter the value as “ERP Additional Fields” and click on “Save” button.
ERP Additional Fields
ERP Additional Fields

The name should be exact for GUMU™ to be able to recognize it and use in the promote functionality.

  • After adding Layout click on “Section Properties” of Additional Information Section
Additional Information
Additional Information
  • Check the Detail Page and Edit Page Checkbox and click on OK button and save the layout.
Section Properties
Section Properties
  • Add the field which you (mapped in Entity Mapping/Import Option and you) want to promote (from Salesforce to Sage 100 ERP) to the Additional Information Section and “Save” the layout.
Additional Fields
Additional Fields
  • Finally, when you have added all the fields in the appropriate section
    and saved the layout, you will notice the “Additional Fields” button becomes “Active” on GUMU™ Sales Order Screen.
Enabled Add Button
Enabled Add Button

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Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, 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 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 – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

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. We will be glad to assist you.

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