GUMU™ Settings

Within the GUMU™ Settings app, we see a panel that contains the integration configuration settings. These features are related to mapping data between Salesforce fields and Sage. These seven tabs include:

  1. Configuration

  2. Security Matrix

  3. Entity Settings

  4. Entity Mapping/Import

  5. Unlink Account

  6. Link Account

  7. Salesperson Mapping

Pre-Configuration Step

The GUMU™ integration uses Web Service to communicate with Sage. Before configuring Web Service in the GUMU™ Configuration Tab, we need to specify and save the URL in Salesforce's Remote Site Settings.

  • Log in to Salesforce.

  • Navigate to the Setup, under the quick find search for Remote Site Settings, a new screen will appear, click the New Remote Site button.

  • Enter the Remote Site Name and Remote Site.

  • Click the Save button to complete the current setting or click the Save & New button to save your site and begin adding a new site.

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