Tag Archives: Gumu SF Integration

GUMU™ Feature – Use Filters in Import functionality

In this blog, we will discuss how to use Filters in Import routine & bring in only specific data from Sage X3 ERP to Salesforce using the new GUMU™ Interface in Lightning Component. How to apply and use Filter(s) while importing data from Sage X3 Follow the steps stated below in order to use filter functionality in Salesforce:… Read More »

How to resolve the Xena Flag issue on Account Promotion for Sage X3 ERP

In this blog post, we will guide you through the steps to resolve the Xena Flag issue encountered while promoting the Customer with a shipping address from Salesforce to the Sage X3 ERP system. Generally this error occurs while attempting to promote a Customer with the shipping address from Salesforce to the Sage X3 ERP… Read More »

Seamlessly Integrating Salesforce and Acumatica with GUMU™

Salesforce system integration with Acumatica is crucial for streamlining operations and maximizing efficiency. GUMU™ stands at the forefront of this integration, offering a seamless flow of data and functionalities between the two platforms. In this blog, we’ll delve into the core features of GUMU’s integration and explore how they enhance the collaboration between Salesforce CRM… Read More »

Salesforce State and Country Territory Picklist – How to fix the error : “There’s a problem with the country. Please select a valid country from the list.”

Salesforce State and Country Territory Picklist feature helps keep data clean and offers faster and easier data entry. Salesforce on the other hand plays a crucial role in the management of customer relationships, and ensuring a smooth integration with ERP systems relies heavily on effective record ownership. However, the inclusion of the State and Country/Territory Picklist adds an… Read More »

Exploring the enhanced GUMU™ Import Routine process of ‘Required Parent Field’ functionality

In the blog we will be exploring the enhanced GUMU™ Import Routine process wherein the user can solve the problem of “Required Parent Field” error. Why does the error occur ? In our GUMU product, which facilitates the data integration between ERP systems and Salesforce, experiencing errors in the import process is a common occurrence.… Read More »

Set the Customer No field as “Not Required” in Salesforce while it is set to use the “Auto Number” functionality in Sage

In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »