Intacct and Salesforce Integration

This 2-day course provides hands-on experience integrating Intacct with Salesforce in a development environment.  Participants must have experience with Salesforce and a Salesforce Developer Edition account.

Class Details

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Audience: This session is designed for implementation consultants and system/application administrators of Intacct and Salesforce.

Prerequisite:

  • System administration experience with Intacct and Salesforce
  • Understanding of your sales business process
  • Ability to create custom fields in Salesforce
Class Length:
  • 2 days; 8:30 am to 4:30 pm
What You Need: You will need to bring a wireless-enabled laptop (not a tablet) with an Intacct-supported web browser to class. Before the first day of the class, you must sign up for a free Salesforce Developer Edition account and test that account. If you do not set up and test your account prior to the start of class, this could impact your ability to complete the course. If you already have a developer account, you must create a new account for training.
CPE Credits: This course is eligible for 12 CPE credits.
Cost: $1600

Course Objectives

 

At the end of this course, you should be able to:

  • Describe how Salesforce and Intacct work together
  • Integrate an Intacct company with Salesforce
  • Customize and extend your application with custom field mapping and Salesforce triggers

Course Topics

Overview
  • Explain the business benefits of integration between Salesforce and Intacct
  • Describe how Intacct and Salesforce work together
Installing and Subscribing
  • Describe how Intacct and Salesforce are integrated
  • Install the AppExchange package in Salesforce
  • Subscribe to Salesforce-Intacct integration in Intacct
  • Connect an Intacct company with a Salesforce company
Creating Users
  • Describe how Salesforce users get permission to use Intacct “behind the scenes”
  • Describe how a CRM user in Intacct is linked to a Salesforce user
  • Link integration user with a CRM user in Intacct
  • Grant access to other users at deployment time
Accounts and Customers
  • Describe how customer and account records are linked and how the synchronization process works
  • Setup the account synchronization according to best practices
  • Synchronize an account in Salesforce to a customer record in Intacct
  • Display Intacct customer reports that show the account’s ordering and aging history in Salesforce
Items and Products
  • Describe the recommended model for synchronizing products and Intacct items
  • Describe the recommended model for managing pricing
  • Setup synchronization using the recommended choices
Setting up the Sales Lifecycle
  • Describe the model most commonly used for Salesforce integration
  • Enter a sale through Salesforce and follow the downstream effect of the sale
  • Create sales orders from an opportunity
  • Display sales orders and invoices that flow back from Intacct
  • Display payment status directly in Salesforce
Configuring for Different Types of Items
  • Allow entry of subscription-based products
  • Check stock levels for inventory items
  • Describe how Salesforce can be used for project-based businesses
Preparing the Data
  • Prepare accounts and customers
  • Prepare items and products
  • Perform a mass synchronization of accounts and customers
  • Perform a mass synchronization of products to items
  • Use tools for importing and exporting data
  • Troubleshoot common problems
Development, Testing, and Deployment
  • Review the entire development process, from installation to configuration to deployment
  • Use the testing checklist for functional testing
Customizing and Extending your Integration
  • Define the requirements for integrating with multi-entity or multi-currency companies
  • Explain custom field mapping and use the integration field mapping tool
  • Use custom field mapping to track sales by dimension (such as department or location)
  • Use Salesforce triggers to automate account synchronization