Tag Archives: gumu integration

How to set access validation for users and profiles for Promote Quote using Security Matrix

This blog will help you set access validation for users and profiles for Promote Quote using Security Matrix. Salesforce associates profiles with users according to their roles, and the GUMU™ Integration utilizes these profiles for access management. Salesforce System Administrators enjoy extensive access, and the GUMU™ integration bestows them with comparable control over integration access.… Read More »

Providing Access/Rights to User in Salesforce through GUMU™ Security Matrix to Promote Account

Salesforce provides a wide range of Profiles which is assigned to every user as per their Role in the Organization. GUMU™ Integration utilizes these Profiles for allowing and restricting access for using the functionality provided by the Integration. System Administrator plays a vital role in Salesforce and has access to overall features of the Org.… Read More »

Troubleshooting error HTTP 503 encountered while accessing SData for Sage 100 ERP

As you all know the current version of GUMU™ integration utilizes SData for synchronization of records from Sage 100 ERP to Salesforce and vice-a-versa. Generally SData is installed on the Sage 100 Server and needs IIS Manager through which user can access the SData. When SData is installed on the server a pool termed as… Read More »

How to resolve Zip code error while promoting Salesforce Account to Sage 100 ERP

ZipCode are important while creating Account/Customer in Salesforce and Sage 100 ERP. Without ZipCode/Postal Code it is difficult to identity which Customer stays in which Zone of a particular State. In this blog we going to learn how a User can resolve the ZipCode error encountered while Promoting Customer from Salesforce to Sage 100 ERP.… Read More »

Promote/Update Salesforce Contact to Sage X3 using GUMU™ Lightning Interface

As you all are aware about the fact that GUMU integration supports Promotion of Accounts and SalesOrders from Salesforce to Sage X3 using both classic and lightning components. Contacts are significant to every Organization in order to carry out their day-to-day operations. While building those relationship it is necessary to focus on who we are… Read More »

GUMU™ Salesforce Tricks & Tips – Search Account through Sage Fields – Part 2

This blog is in continuation to the previous blog, and here we will give details of how to search data with a specific field value. Now the user has special permissions to access Objects in Salesforce, it’s time to provide access to Sage fields. In this example we will take into consideration the “Customer Number”… Read More »

GUMU™ Salesforce Tricks & Tips – Search Account through Sage Fields – Part 1

In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as… Read More »

Greytrix Partners with Akuna Solutions to Cater to the Growing needs of the Australian Economy with Salesforce CRM- Sage ERP Integration

Greytrix– a top integration and migration solutions as well as a one stop implementation and customization service provider of Sage softwares, is pleased to announce a strategic Partnership with Akuna Solutions for taking Salesforce CRM- Sage ERP integrations to the Australian market. Greytrix and Akuna Solutions have entered into a Partnership to implement cloud Salesforce… Read More »

Allow/Restrict Salesforce user access to ERP data with GUMU™ Security Matrix

With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU integration allows you to give access rights to various GUMU features like Administration, promote customer, sales order and Real-time customer details. It will affect to individual user or the Profile users. Use below steps… Read More »