Link Account

One of the silent features of GUMU™ Integration is the provision to link existing Salesforce Accounts with the Acumatica ERP Customers based on the customer names. Once accounts get linked then the user can see real time information of that particular linked ERP customer in Salesforce.

For this follow the below steps:

1. Click on the “GUMU™ Settings” tab, Administration page will contain “Link Account”.

1. The user can filter the Account name to find any specific account by entering the “From Account Name” and “To Account Name” fields. Click on the “Get List” button to get the linked Accounts/Customer list as shown in the screen below.

This screen provides you with the Filter Section area to filter the account list. The detailed list of filter sections as below:

Filter Section

Filter	Detail
From Account Name	Here provide the “From Account” name of Salesforce (Start Name character(s)) to get the list of Salesforce Account.
To Account Name	Here provide the To Account name of Salesforce (Ending Name Character) to get the list of Salesforce Accounts.
Integration	Specify configured ERP Integration to get the ERP Customer(s) List and apply Auto Match functionality.
Link Matching Criteria	Select Link Matching Criteria for matching Salesforce Account (s) With ERP Customer(s). E.g. Customer Name

1. Select the account that needs to be linked and then click on the red highlighted button. Select the account name value from lookup for the particular account.

1. Users can now search by the Customer Number and Customer Name. Users can now also search for the customer by selecting the type as Contains and Equals/Exact.

1. Click on the "Link" to create link between Acumatica and Salesforce Accounts, refer the below image.

1. A message pops up showing that the account has been linked successfully.