Salesforce.com-Tips and Tricks
In this blog, we learn the use of the newly added GUMU™ Feature of Description for Import routines column and Field in the Import Mapping tab. The description field can be useful for documenting specific characteristics or functionalities of the entity, such as providing additional information or details about the entity being mapped Sage 100,… Read More »
In this blog, we will be discussing the benefits of using the “Segregation based on Type of Import routine” to streamline data management processes and improve overall workflow. The type filter is (can be) applied to the standard (or Custom) import routines defined in the GUMU™ integration for bringing in the data from Sage system.… Read More »
In our GUMU™ integration, we have Salesperson Mapping functionality for linking Salesforce users with Sage X3 Salesperson. This functionality integrates the Account Owner field in Salesforce with the “Sales Rep” field in Sage X3. Assigning Sale Rep in Sage X3 for Customers: Click on the “Common Data” section in Sage X3. Click on “Customers”. Select the customer to whom you want to… Read More »
In this blog, we will discuss on showing additional (related) Sage X3 data from any entity that has a table linked to records from other tables. The information presented here will assist users in configuring the Data Page. For instance, it explains how to access data related to customers from different tables within the Customer… Read More »
In this blog, we will discuss how the user can Promote order using the Quote to Order Flow feature in Lightning using GUMU™. Previously, we used GUMU™ Integration’s Sales Order tab to handle Sales Order promotion in Salesforce. However, with this new feature, users can promote the order directly from the Salesforce Standard Orders tab.… Read More »
In continuation of our previous blog, we have enhanced the functionality in the latest release of GUMU™ and given the User control and liberty to change the format as per their business needs through User Controlled PDF format. This feature enables Salesforce users to conveniently download Sage Customer Transaction details in the form of a… Read More »
In this blog, we will discuss how a user can set default address code in configuration settings for Sage X3 in Salesforce using GUMU™. This blog is in continuation to our previous blog, where we explained how a user can promote the Shipping Address as Default Address from Salesforce to Sage X3 using GUMU Lightning… Read More »
In this blog we will discuss how to set default address code in Configuration settings for Sage X3 in Salesforce using GUMU™. But prior to that we would like you to also go through the details of how you can promote the Shipping Address as a default shipping address. Default Address Code Below are the… Read More »
In this blog, we will discuss one of the new key features introduced in GUMU™ Integration in which a user can see the Entity name in the GUMU Chain Next list Field in Entity Mapping/Import tab. Parent Entity and their child entity to Sync data from the Import the Entity Mapping from the Entity Mapping/Import… Read More »
In this blog, we will discuss how we can fix Change in progress on another workstation error while editing a SageX3 record from Salesforce through GUMU™. for this blog we will be taking an example of an account field to be edited and saved which should change the SageX3 account records field on a real-time… Read More »