Configuration

Configuration set up for Sage 100 Salesforce Integration in GUMU’s New Pure Lightning Interface.

This Content guides a user how they can set up a new Integration in Salesforce Lightning Interface for Integration between Sage 100 ERP-Salesforce.

PREREQUISITES:-

• LIGHTNING MODE IS ENABLED

  • Login into Salesforce and click “Switch to Lightning Experience”

• GUMU PRODUCT IS INSTALLED

  • Click on Setup

  • In Quick Find, type “Installed Packages”

  • Check if “GUMU Integration” is listed.

• CONFIGURE REMOTE SITE SETTINGS

Click on “App Launcher” → “GUMU Settings” tab → “Configuration” tab.

Click on “New Integration” Button on the top right corner.

In the popup, select Sage 100 from the drop-down menu. Click “Next”.

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Fill-up the fields based on the following:-

• Web Service URL: Enter the web service URL in the field provided.

• Name: Provide an appropriate name for the configuration. The name should be unique.

• Synchronization: Synchronization signifies the direction of the sync. It can be classified as:

  • Salesforce to ERP: Syncs data from Salesforce to ERP. Salesforce is set to be the Master

  • ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the Master

  • Both: Bidirectional sync. Latest data update in any System is the Master

• Default: If selected, the configuration becomes default integration for all the corresponding pages. This is helpful if you don’t want the user to always remember to select the integration.

• Inactive: If selected, the configuration becomes inactive.

• Company Code: Provide company name of ERP for integration.

• Username: Provide the username of ERP System.

• Password: Provide the password of the ERP system.

Click “Test Connection” to check if connection is being established

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If the connection is successfully established, click “Save”.

Creation of Default Entities and Mappings using GUMU’s New Lightning Interface.Data between a Sage ERP and Salesforce can be synced by utilizing “Entity mappings” functionality of GUMU™. However, individually creating each mapping can be time-consuming and tedious. Therefore, GUMU™ Integration for Salesforce enables its users to create some standard entities and their mappings by default. This feature helps reduce user efforts of having to manually create entity and mapping for some basic (Salesforce CRM) entities with related data from Sage ERP.

Prerequisites: – Ensure that Lightning View is enabled in Salesforce Org. – GUMU™ Integration package is installed – ERP is configured with Salesforce

Follow these steps for creating the default entities:

• Click on “App Launcher” → “GUMU Settings” tab → “Configuration” tab.

Configuration

• Navigate to the Integration for which the default entities are to be created.

Integration Selection

• Click on the “+” icon in the Action list, corresponding to the chosen Integration.

Create Entity

• The default entities and the default entity mappings are automatically created and can be seen in the “Entity Setting” and “Entity Mapping/Import” tabs respectively.

Entity and Mapping records