Set up Collaborate: Extend Salesforce Chatter

You have an Intacct company and a Salesforce organization. You want the posts, comments, and other collaboration in your Intacct company to be available in your Salesforce organization. Extending Salesforce Chatter into your Intacct company is the way to do that, which Intacct calls: Intacct Collaborate.

The following is needed to set up the connection between Intacct and Salesforce:

• An Intacct company
• A Salesforce organization with Administrator access
• One of these Salesforce editions:
  • Enterprise
  • Unlimited
• A Platform Salesforce user licenses (or higher) for each Intacct user.

Extend Salesforce Chatter workflow

The following are the high-level steps that you take to extend Salesforce Chatter into Intacct as Intacct Collaborate:

1. Complete the following tasks in Salesforce:
   1. Install and configure the Intacct Collaborate package
   2. Set the OAuth Policy
   3. Set permissions
   4. Grant Intacct Collaborate permission to a Salesforce Administrator
   5. Validate the administrator’s permissions
2. Subscribe to Intacct Collaborate
3. Have users add their Salesforce username to their Intacct account.

If you also have the Sage Intacct Advanced CRM Integration, you can Enable Chatter on Salesforce custom objects.

Install and configure the Intacct Collaborate package

Log in to Salesforce as an Administrator and go to an Intacct location to download and install the Intacct Collaborate package. You then return to Salesforce to install the package.

1. Log in to Salesforce as an Admin.
2. Open a different tab or browser and go to: https://www.intacct.com/ia/acct/getcollaboratepackage.phtml
3. On the Install Intacct Collaborate page, select the group who will use Collaborate and select Install.
4. After the package has been installed, you receive an email message confirming the installation. The Install Intacct Collaborate page displays a message that the installation is complete. Select Done.
   

The Salesforce Installed Packages page opens, listing Intacct Collaborate as an installed package.

Set the OAuth Policy

After you’ve received the confirmation email from Salesforce, set the OAuth Policy for the Intacct Collaborate connected application.

1. In Salesforce, from Setup, enter Connected Apps in the Quick Find box and select Connected Apps.
2. On the Connected Apps page, select Edit next to Intacct Collaborate.
3. On the Connected App page for Intacct Collaborate, under OAuth policies, for Permitted Users, select Admin approved users are pre-authorized.
4. At the confirmation for enabling this option, select OK.
5. Save your changes.

Set permissions

After setting the OAuth Policy, you then create a permission set for Intacct Collaborate.

1. In Salesforce, from Setup, enter Permission in the Quick Find box and select Permission sets.
2. On the Permission Sets page, select New.
3. On the Permission Set Create page, enter the following, and select Save.
   • Label: Intacct Collaborate
   • API Name: Intacct_Collaborate
   • Description: Allow Intacct access
   • User License: None
4. On the Permission Set Intacct Collaborate page, under Apps, select Assigned Connected Apps.
5. On the Permission Set Intacct Collaborate page, at Assigned Connected Apps, select Edit.
6. On the Permission Set Intacct Collaborate page, under Assigned Connected Apps, add IntacctCollaborate to the list of Enabled Connected Apps.
7. Save your changes.

Grant Intacct Collaborate permission to a Salesforce Administrator

Now that you created the Intacct Collaborate permission set, you need to give this permission to the Salesforce user who will administer Intacct Salesforce Chatter. This Salesforce user gives Intacct users access to Salesforce Chatter.

1. In Salesforce, from Setup, enter Users in the Quick Find box and select Users.
2. On the Users page, select the name of the administrator.
3. On the Users page for the administrator, at the top of the page, hover over Permission Set Assignments and select Edit Assignments.
4. On the Permission Set Assignments page for the administrator, add Intacct Collaborate to the Enabled Permission Sets.
5. Save your changes.

All Salesforce Administrators can view all Intacct Collaborate posts

All Salesforce Administrators can see all the related conversations in Chatter. However, they might not have permission in Intacct to see the actual records or transactions where users are posting. As you introduce additional Intacct users to Intacct Collaborate, emphasize that their posts can be read by users who follow them, and by any Salesforce Administrator.

Validate the administrator’s permissions

Validate that the required administrator permissions were installed with the Intacct Collaborate package.

1. In Salesforce, from Setup, enter Users in the Quick Find box and select Users.
2. On the Users page, select the link in the Profile column for the Intacct Collaborate administrator. For example, you could select System Administrator.
3. On the Profile page, under System, select System Permissions and verify that these permissions are enabled:
   • API Enabled (or API Only User)
   • Chatter Internal User
   • Manage Users
   • Reset User Passwords and Unlock Users
   • View Setup and Configuration