Unlink Account

There will be scenarios in which user no longer wants to keep the relation between two Accounts / Customers or wants to break the transactions, which works, real-time. After unlinking, the user will not be able to access real-time ERP data or create a Sales order or carry out any other transaction.

To Unlink, please follow the below steps:

  • Log in to your Salesforce Org.

  • Go to the “GUMU Settings” app.

  • Click on the “Unlink Account” module.

The user can filter the Account name to find any specific account by entering the “From Account Name” and “To Account Name” fields.

Click on the “Get List” button to get the linked Accounts/Customer list as shown in the screen below.

  • Select the Account(s) from the list to break the linkage.

  • Finally, click on the “Unlink” button to remove the link for the selected Sage ERP account(s).

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