In this blog, we will explore a key feature of GUMU™ Integration within the Lightning interface: the enhanced support for displaying Customer Statistics from Sage 100. This powerful functionality enhances the ERP Addresses and Fields tab under the Account object by seamlessly integrating real-time data from the ERP system, ensuring accurate and up-to-date information representation.
How to Enable Customer Statistics in Salesforce
Follow the steps below to set up this feature in your Salesforce Org securely and efficiently:
- Login to your Salesforce Org.
- Open the GUMU™ Integration app.
- Go to the Account tab.
- Scroll to the ERP Addresses and Fields section.
- If the Customer Statistics section isn’t visible:
- Navigate to Setup → Edit Page to customize the layout.
Configuring in Lightning App Builder
- In the Lightning App Builder, click on ERP Addresses and Fields.
- In the Components tab (left-hand side), search for Customer Statistics.
- Drag and drop the Customer Statistics component below Sage Addresses.
- Click Activate, select Org Default and App Default, then click Save.
- Return to the Customer record – the Customer Statistics tab should now be active.
Customer Statistics Fields & Insights
Click on the Customer Statistics tab to view real-time metrics pulled from Sage 100, including:
- YTD Sales (Year to Date): Total sales for the current fiscal year.
- LYTD Sales (Last Year to Date): Total sales for the previous fiscal year.
- LLYTD Sales (Last to Last Year): Sales from the fiscal year before the last.
- % Change (YTD vs LYTD):
(YTD / LYTD) - 1 - % Change (LYTD vs LLYTD):
(LYTD / LLYTD) - 1 - Last Invoice Date: Most recent invoice date from Sage 100.
- Last Sales Order Date: Most recent sales order date from Sage 100.
- Days Since Last Order: Number of days since the most recent order.
- These real-time insights are calculated using ERP data retrieved via GUMU™, helping you track customer activity trends and identify potential revenue opportunities directly within Salesforce.
By following the above blog instructions, the user can view real-time data in the Customer Statistics section, enabling quicker insights and more informed decision-making directly within the Salesforce interface.
If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More information about the Product is available on our website and Salesforce AppExchange.
We hope you may 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.
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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