Tag Archives: salesforce sage integration

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 »

How to automate updation of Last Sync Value field using a flow in GUMU™

In this blog post, we will show you how you can automate updation of Last Sync Value which is available once you are through the process of installing the flow package and fulfilling its prerequisites. GUMU integration is a powerful tool that allows you to synchronize data between Salesforce and Sage ERP systems. However, if… Read More »

How to resolve the error “Field not expected into group” for Sage X3-Salesforce Integration

The purpose of this blog is to offer a resolution for the “Field not Expected into Group” error in Sage X3 Salesforce Integration. In the intricate integration setup between Salesforce and Sage X3 ERP, encountering errors during entity record promotions can disrupt the smooth flow of data. How does the error “Field not expected into… Read More »

Quick Line Entry feature for Salesforce-Sage Intacct Integration

This blog will explore the forthcoming feature of Quick Line Entry feature for Salesforce-Sage Intacct in GUMU™️ for Salesforce integration. Quick Line Entry (QLE) facilitates users by providing real-time pricing and the ability to add multiple records with a single button click. Users can establish default values for the product line, and customize field visibility… Read More »

How to solve the error “Required Fields are missing Pricebook2Id” in GUMU™ for Sage 300C

Users often encounter a common challenge when importing PricebookEntryStd entity, namely the “Required Fields are Missing Pricebook2Id” error. In this blog post, we will explore the reasons behind this error and offer a solution that involves addressing it by checking a checkbox named “Is Standard PB.” Before we dive into the solution, let’s first understand… Read More »

How to fix the Null list index error on the Real-Time Inquiry screen in GUMU™

This blog aims to provide a solution to fix the Null list index error on the Real-Time Inquiry screen’s Back button of a particular Customer’s Sales Order Inquiry. Steps to adhere to fix the null list index error Log in to your Salesforce Org. Access the App Launcher and choose GUMU™ Integration from the App… Read More »

Comprehensive approach for back updating mapped data from Salesforce to Sage Intacct after Importing records

In this blog, we’ll explore a comprehensive approach back updating mapped data from Salesforce to Sage Intacct, using a record-triggered flow. Maintaining the integrity and accuracy of data between Salesforce and Sage Intacct is essential. We will focus on a specific scenario: updating Account records in Salesforce one minute after their creation or update to… Read More »

GUMU™ Tricks & Tips – IIS Default Configuration after installing SData for Sage 100

In this blog post, we will discuss the process of the IIS Default Configurations for Sage 100 SData. Steps to Set the IIS Default Configurations -> Localhost Settings Navigate to IIS (Internet Information Services). Navigate to the localhost and click on Authentication. Localhost Setup Click edit against the anonymous authentication and set user as an… Read More »

Bulk Post Order from Salesforce to Sage Intacct

In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning… Read More »