Prerequisites for the Sage 100 - Salesforce Integration

Pre-Installation Checklist

Our Pre-Installation Checklist contains all of the mandatory steps, as well as credentials, server and contact info, etc. that is required for the integration. Your Salesforce Administrator, IT team and Sage Partner can all help with their respective fields. Once the IT Setup is finalized, we can move ahead with the installation. Prerequisites include the following:

• Salesforce Org credentials for Sandbox and Production Org and contact info

• Disabling multifactor authentication

• Remote access credentials

• Windows server name

• IIS installation

• Internet domain for SData

• SQL configuration (*Sage 100 Premium only)

• SData installation

• Sage version, edition, home directory path, login credentials, company codes and contact info

*Once we have confirmed your checklist, we can typically have you integrated within 5 business days.

Ready for SData Installation? Once you have the components above installed, follow our step by step guide.

199KB

Pre Installation Checklist - GUMU™ for Salesforce - Sage 100 Integration.pdf

pdf