Setup and install the Salesforce packages

Before you install Salesforce packages into your organization, you must first enable orders.

Enable Orders in Salesforce

For the Advanced CRM Integration to work correctly, orders must be enabled. The following steps are for the Salesforce Classic UI.

If Enable Orders is already enabled, no other steps are required.

To enable Orders:

  1. From Setup, enter Orders in the Quick Find box and select Order Settings.
  2. If the Enable Orders checkbox is unchecked, select the checkbox and Save your changes.
  3. On the Page Layout Selection page, select the checkbox next to Contract Layout and any other layouts you use in your organization.
  4. Save your changes.

Install the Salesforce packages

The Intacct Advanced CRM Integration has two separate packages to install:

  • The main Advanced CRM Integration package
  • The Contracts package (optional)
If you are not using Contracts in Intacct, you do not need to install the Intacct Contract Billing for CRM package.
The Advanced CRM Integration for Nonprofits is included in the main Advanced CRM installation package. No other package installation is required.

Links to both packages are available on the Advanced CRM Integration configuration page in Intacct.

The Advanced CRM packages also offer support for multiple languages. After installing the packages in Salesforce, switching languages within Salesforce will automatically adjust the language settings for your Intacct app in Salesforce as well.

Install the main Advanced CRM Integration package:

To install the Advanced CRM Integration packages in Salesforce, you’ll begin, but will not complete, your subscription to the Advanced CRM Integration in Intacct. The links to the packages are on the subscription page in Intacct. However, at this stage of the installation, it will not be possible for you to complete your subscription in Intacct. Install the packages and configure Salesforce before completing your subscription to the integration in Intacct.
  1. Log in to your Salesforce environment as an administrator.
  2. Open a new browser or tab and log in to Intacct as an administrator.

  3. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

  4. On the Advanced CRM Integration configuration page, on the Settings tab:
  1. Select the Salesforce environment to use (Production or Sandbox).
Select an environment before selecting the link to the package.
  1. Select the Install package link for the Advanced CRM Integration.
    A new browser window or tab opens.
  1. On the Salesforce Install Advanced CRM Integration page, select Install for Admins Only, and select Install.
Installation can take longer than expected, so you might see a message about receiving an email when the installation is complete.
  1. After the main package has been installed, you’ll receive an email message confirming the installation. The Install Intacct page displays a message that the installation is complete. Select Done.

 

The Intacct Contract Billing for CRM package

If you want to sync Intacct Contracts between Intacctand Salesforce, make sure to install the Contract Billing for CRM package after the Advanced CRM Integration package.

If you are not subscribed to Contracts in Intacct, you do not need to install the Contracts package.

To install the Contract Billing for CRM package:

  1. Log in to your Salesforce organization as an administrator.
  2. Open a new browser or tab and log in to Intacct as an administrator.

  3. Go to Company > Admin > Subscriptions > Advanced CRM Integration and select Configure.

  4. On the Settings tab, select the Install package link for the Intacct Contract Billing for CRM package.
    A new browser window or tab opens.
  5. On the Salesforce Install Advanced CRM Integration Contracts page, select Install for Admins Only, and select Install.
  6. After the package has been installed in Salesforce, you’ll receive an email message confirming the installation. The Install Intacct page displays a message that the installation is complete. Select Done.

Troubleshoot package installation

There are currently two known reasons for why installation of the packages might fail.

Older Salesforce organizations do not have Orders enabled

Salesforce organizations that are three years old, or older, often do not have the Orders field enabled. The Advanced CRM Integration requires the Orders field to be enabled. To enable this field, see Enable Orders in Salesforce.

Salesforce custom relationship field limit being reached

Some Salesforce organizations have reached a limit of custom relationship fields when installing the Advanced CRM Integration packages. Salesforce has a limit of 40 fields per object. If an organization has many packages and customizations, this limit can easily be reached and exceeded.

Workaround

Submit a request to Salesforce to have the custom relationship fields limit increased to 50. See the Salesforce documentation, here: https://help.salesforce.com/apex/HTViewSolution?urlname=Increasing-the-Maximum-number-of-custom-foreign-keys-per-entity&language=en_US