Salesforce.com-Tips and Tricks
Our GUMU™ Integration for Salesforce has launched a handy new feature in its new installation. The new upgrade of GUMU enables the user to Save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.… Read More »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage 300 ERP. Note: It is mandatory to synchronize some entities such as Category, Tax Group which are set as required for a customer in Sage… Read More »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce CRM, as a “Customer” in Sage X3 ERP. Note: It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms and Tax Rules before promoting a customer to… Read More »
In the previous blog, we looked upon the features that have been now included in the new Lightning Interface for Import Entity Routine in GUMU™ Integration to add additional fields to the “Promote (Customer)” functionality from Salesforce to Sage 100 ERP. Keeping in continuation; this blog will focus on how the users can synch additional… Read More »
In this blog, we will be discussing one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce, as a “Customer” in Sage 100 ERP. Note: It is mandatory to synchronize some required entities such as AR Division, Terms Code, Ship Method and Tax… Read More »
Businesses have new leads and leads might be turned into accounts over a period of time. They may be ready to execute a transaction. One of the key features of Sage X3 integration with Salesforce is promoting customers from the CRM to the ERP end. Greytrix GUMU™ integration for Salesforce with Sage X3 allows users… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. In this blog, we will discuss one of the key features of GUMU™ Integration. You can promote an already existing Account in Salesforce as a Customer in… Read More »
In this blog, we will discuss one of the key feature of GUMU™ Integration. You can promote an already existing Account in Salesforce as a Customer in Sage 100. Note: It is mandatory to synchronize some required entities such as AR Division, Terms code, Ship Method and Tax schedule before promoting a customer to the… Read More »