Salesforce.com-Tips and Tricks
In this blog we will discuss how to Bulk Account Promotion works from Salesforce to Sage Intacct system. We have added new functionality to Promote multiple Customers/Accounts in Bulk from Salesforce to Sage Intacct ERP system. Before we proceed further, we first have to save the details of customer before Promotion. You can refer to… Read More »
In this blog, we will discuss how a user can Promote Salesforce Contact to Sage Intacct Customer Contact record in Sage Intacct system using GUMU™ Lightning Interface. We have recently released the Sage Intacct integration to Salesforce and have explained one of the key feature of the integration in this blog. In the Sage Intacct… Read More »
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 this blog, we will be discussing on one of the key features of GUMU™ Integration using the new Lightning interface on how you can promote Account as Customer which is already existing Salesforce CRM as “Account” as a “Customer” in Sage Intacct ERP. Note: It is mandatory to synchronize Location Entities before promoting a… 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 this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… 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 the “Duplicate Import routine found on order object, Please select master import routine” error GUMU™ for Sales Order Promotion. Error Screenshot App Launcher Click on GUMU Settings Go To GUMU Settings Click on Entity Import Routine Click on Edit Click On Master Checkbox Click On Save Order Promoted Successfully… Read More »
In this blog, we will discuss the Quote to Order feature in Lightning using GUMU™. This feature is introduced mainly to reduce extra efforts required to create Sales Order but also to remove manual/typo errors that could be encountered. Quote To Order To use the Quote to Order flow on a button click follow the… Read More »