Intacct Lightning App: Custom Mappings and Validations

The IntacctAdvanced CRM Integration package includes an Intacct application that has different controls for different aspects of the integration.

You can also use the Intacct application as a template for customizing your own Salesforce apps. The Intacct application can also be used to test or demonstrate the integration.

Open the Intacct Lightning App

To open the Intacct Lightning App:

  1. Log in to Salesforce as an administrator.
  2. Open the App Launcher and select Intacct.
    The Intacct app opens.
  3. Select Intacct Configuration to view general information about your integration.

You can access the pages of the Intacct Lightening App from the Salesforce Classic UI as well.

The Custom Mappings tab is used mainly to Configure field updates for Opportunity Products.

The Custom Mappings tab.

Custom validations tab

The Custom validations tab is used to customize and streamline the validations used for Contracts, Opportunities, and Opportunity Products. For more information, see Custom validations.

Custom validations must be enabled before you can use the Custom validations tab. On the Main Settings tab, set Custom validations to Enabled and Save your changes.
The Custom validations tab appears at the top of the Intacct Configuration page.

The Custom Validations tab is only availabe when Custom Validations have been enabled.