The GUMU™ Sage ERP Integration for Salesforce – System Administrator Guide helps in configuring the integration, setting up the configuration screen, and offering a functional overview.

Prerequisites 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

Once we have confirmed your checklist, we can typically have you integrated within 5 business days.

Package Installation

You can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Let’s get to installing the goods!

GUMU™ Settings

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

1. Configuration
2. Security matrix
3. Entity Settings
4. Entity Mapping/Import
5. Unlink Account
6. Link Account
7. Salesperson mapping

GUMU™ Integration