Promotion from Salesforce to Sage 300 Cloud | Greytrix

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Promotion from Salesforce to Sage 300 Cloud works using GUMU’s Salesforce Lightning Version

This blog post will dive into the topic of Primary Contact promotion from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration within the Salesforce Lightning platform, providing a comprehensive guide for users.

In our GUMU™ Integration, we have integrated AR Customer, Contact, and Sales Order along with their related entities. This information synchronizes between Salesforce and Sage ERP. In Sage 300 Cloud each account has one or more than one contact.

Steps for Primary Contact promotion from Salesforce to Sage 300

Go to the App launcher menu and Click on the “GUMU Integration” app.

Click on the Accounts tab. A list of all Accounts in the Salesforce Organization is displayed.

Open an Account for which you want to promote primary contact, and on the “Accounts” related layout click on the button “New Button”.

In the Contact detail screen enter the necessary information and click on ‘Is Primary Contact’ checkbox.

Click on the ‘Save’ button, and the created Primary Contact will be promoted to Sage 300 Cloud ERP.

Now the first contact is promoted but the user wants to set another contact as a primary contact.

If a user wants to assign a second contact as a primary contact for that account then the user can check the ‘Is Primary Contact’ checkbox on second contacts.

The previously promoted Primary Contact will be automatically unchecked and the second contact will be set as a Primary Contact. The user can also identify the changes reflected in the Salesforce contact ‘Is Primary Contact’ checkbox. This way you will notice the Primary Contact promotion from Salesforce to Sage 300.

By following the above blog instructions, you will be able to check how the Primary Contact Promotion from Salesforce to Sage 300 Cloud works using GUMU’s Salesforce Lightning Version. More details about the product are available on our website and Salesforce AppExchange.

We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at [email protected].

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