Pre-Requisites for the Sage X3 - Salesforce Integration

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

• Patch Installation

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

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Pre Installation Checklist - GUMU™ for Salesforce - Sage X3 Integration.pdf

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