> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/sage100/setup/salesperson-mapping.md).

# Salesperson Mapping

The Salesperson Mapping screen allows you to link a Salesperson in Sage to a Salesforce User, so that the linked Salesperson will be automatically set as the default Salesperson for that specific Salesforce user.

1. Navigate to the **GUMU™ Settings** app and then click on the **Salesperson Mapping** tab.

<figure><img src="/files/Kzl7wlKCjtn9iWXD5Wau" alt=""><figcaption></figcaption></figure>

2. You can enter filter values for **User First Name** or **User Last Name** and click the **Get List** button or you can directly click on **Get List** to view the Salesperson list. Click the **blue clipboard icon** under the Action panel
3. Select the Salesperson from the Search Salesperson Record screen (you can search the Salesperson based on Name or Code), click the **Salesperson Code** to select.

<figure><img src="/files/8FoUOIiy8Wt4aPz5UcK5" alt=""><figcaption></figcaption></figure>

4. Click on the **Save** button to map the Salesperson.

<figure><img src="/files/ACUR9FsTpcoTYFaTfpGt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/apFuj6iSspkvlDdWdJzk" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.greytrix.com/gumu-salesforce-integration/sage100/setup/salesperson-mapping.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
