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GUMU™ Sage 100 ERP Integration for Salesforce

GUMU™ Integration User Guide

This GUMU™ Integration guide will show you how to master the following tasks in Salesforce using the GUMU™ Integration app:

Account creation and promotion
Address creation and promotion
Contact creation and promotion
Sales Order creation and promotion

This 5 minute video highlights what the integration looks like from a User experience.

Overview

To navigate to the GUMU™ Integration app go to the App launcher (the 9 dot menu in the top left corner), a new window will open consisting of two tabs: Accounts and Sales Orders

Account Creation and Promotion

Learn how to create an Account in Salesforce and promote the customer into Sage by clicking the button below.

Note: It is mandatory to synchronize required entities (such as Category, Currency, Language, Payment Terms, and Tax Rules) before promoting a Customer to Sage 100.

Address Creation and Promotion

Learn how to create an Address in Salesforce and promote the Address into Sage by clicking the button below.

Note: To promote an Address the Account should be Promoted or Linked to Sage 100.

Contact Creation and Promotion

Learn how to create a Contact in Salesforce and promote the Contact into Sage by clicking the button below.

Note: To promote Contacts the associated Account must be Linked/Promoted to Sage 100.

Sales Order Creation and Promotion

Learn how to create a Sales Order in Salesforce and promote the Sales Order into Sage by clicking the button below.

You can create a direct Sales Order or create a Sales Order from a Quote.

GUMU™ Sage 100 ERP Integration for Salesforce
System Administration & User Guides

Browse our guides on how to work with GUMU™ Sage 100 ERP Integration

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