Community-sourced content

Community-sourced content is information from you, our users and implementers of the Sage Intacct Advanced CRM Integration.

While we do our best to verify the information shared with us, you’ve the final say in how your integration is configured. Use the information provided in this section at your own risk.

The community of implementers and users of the Advanced CRM Integration have a unique understanding about the Intacct Advanced CRM Integration. As such, we've started to collect this information to share with the wider Advanced CRM audience.

Document description Document link

Advanced CRM Cookbook

  • Check lists for the installation and configuration of the Advanced CRM Integration.
  • Includes both Salesforce Classic and Lightning navigation paths.
 Advanced CRM Cookbook