Creation of Default Entities and Mappings using GUMU’s New Lightning Interface

By | October 23, 2019
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Data between a Sage ERP and Salesforce can be synced by utilizing “Entity mappings” functionality of GUMU™. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU™ Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually create entity and mapping for some basic (Salesforce CRM) entities with related data from Sage ERP.

Prerequisites:
– Ensure that Lightning View is enabled in Salesforce Org.
– GUMU™ Integration package is installed
– ERP is configured with Salesforce

Follow these steps for creating the default entities:

  • Click on “App Launcher” → “GUMU Settings” tab → “Configuration” tab.
Configuration
Configuration
  • Navigate to the Integration for which the default entities are to be created.
Integration Selection
Integration Selection
  • Click on the “+” icon in the Action list, corresponding to the chosen Integration.
Create Entity
Entity and Mapping Prior to hitting the “Create Entity” button

The default entities and the default entity mappings are automatically created and can be seen in the “Entity Setting” and “Entity Mapping/Import” tabs respectively.

Entity and Mapping records
Entity and Mapping records after the default records created

Once the entities are created they can be updated for synching additional fields.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com

About Us
Greytrix – 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 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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