Unlink Account

One of the features of GUMU is that the user can remove link between already linked Salesforce Account with the Sage ERP Customers. This can be done if the user no longer wants to keep the relation between two Accounts/Customers or wants to break all transactions which work in real-time. After unlinking, the user will not be able to access real-time ERP data or create Sales order or carry out any other transaction.

To Unlink the account, follow the below steps:

1. Click on the “GUMU Settings” tab and Administration page will contain the Unlink Account tab.

This screen comes with a Filter Section area to get account list based on the filter criteria. The detail list of filter Section is mentioned in the below table:

Filter Section

Filter	Detail
From Account Name	Here the user is required to input the starting character(s) of the Account name in Salesforce (From Account name) to retrieve a list of Salesforce Accounts.
To Account Name	For this field, the user is required to input the ending character(s) of the Account name in Salesforce (To Account name) to obtain a list of Salesforce Accounts.

1. On clicking the “Get List” button, the list of linked accounts will be populated in the grid.

1. To locate a particular account, users can apply a filter by inputting values into the "From Account Name" and "To Account Name" fields. Simply click the "Get List" button to retrieve the list of connected accounts/customers, as depicted on the screen below.

1. Select the Account(s) from the list to break the linkage. Finally, click on the “Unlink” button to remove the link for the selected Sage account(s).

In this way, the user can unlink a Salesforce Account.