Required Salesforce settings

There are the required permissions and settings needed in Salesforce for the Advanced CRM Integration to work correctly.

Set the Salesforce OAuth Policy

After you receive the confirmation email from Salesforce that the Advanced CRM Integration package has been installed, set the OAuth Policy for the Intacct connected application. The following steps are for the Salesforce Classic UI.

  1. Log in to your Salesforce org as an administrator.
  2. From Setup, enter Connected Apps in the Quick Find box and select Connected Apps.
  3. On the Connected Apps page, select Edit next to Intacct Connect.
  4. In the OAuth policies section, set Permitted Users to Admin approved users are pre-authorized.
  5. At the confirmation for enabling this option, select OK.
  6. Save your changes.

Assign permissions to the integration user

After setting the OAuth Policy, you assign the Intacct Connect permission set to the integration user. In Salesforce, the designated integration user must have permissions to the Intacct connected app. The following steps are for the Salesforce Classic UI.

  1. From Setup, enter Users in the Quick Find box and select Users.
  2. On the User list, in the Full Name column, select the name of the integration user.
There could be a user called User, Integration in the list of users, which might not be your intended integration user. Only assign permissions to this user if you want to have them be the administrator for your Advanced CRM Integration.
  1. Hover over Permission Set Assignments and select Edit Assignments.
  2. Enable the Intacct Connect permission set.
  3. Save your changes.
The integration user is the only user that needs this permission. You manage all other Advanced CRM Integration users in Intacct.

About the Salesforce permission sets

Intacct installs and manages several permission sets used by the integration. Because a single package is used to support all Intacct configurations, permissions are used to hide/show fields on objects needed by Intacct. For example, only Intacct companies enabled for multi-currency use the multi-currency permission sets. For more information about using Salesforce permission sets, see the Salesforce documentation.

Enable the Fax field on the Account object

Enable these fields for your Salesforce integration. The following steps are for the Salesforce Classic UI.

If the field level security for the Fax field on the Account object is already set to Visible, no other steps are required.
  1. From Setup, enter Accounts in the Quick Find box and select Fields.
  2. Select Fax in the Field Label column.
  3. Select Set Field-Level Security.
  4. Set all profiles to Visible.
  5. Save your changes.

Enable fields on the Contract object

Enable these fields for your Salesforce integration. The following steps are for the Salesforce Classic UI.

If field level security for the Contract Fields is already set to Visible, no other steps are required.
  1. From Setup, enter Contracts in the Quick Find box and select Fields.
  2. Select Contract Name in the Field Label column.
  3. Select Set Field-Level Security.
  4. Set all profiles to Visible and Save your changes.
  5. Return to the Contracts > Fields page and select Price Book.
  6. Select Set Field-Level Security.
  7. Set all profiles to Visible and Save your changes.

Enable fields on the Opportunity object

Enable these fields for your Salesforce integration. The following steps are for the Salesforce Classic UI.

If field level security for the Opportunities Fields is already set to Visible, no other steps are required.
  1. From Setup, enter Opportunities in the Quick Find box and select Fields.
  2. Select Contract in the Field Label column.
  3. Select Set Field-Level Security.
  4. Set all profiles to Visible and Save your changes.
  5. Return to the Opportunity > Fields page and select Price Book.
  6. Select Set Field-Level Security.
  7. Set all profiles to Visible and Save your changes.

Enable the discount field on the Opportunity Product object

Enable these fields for your Salesforce integration. The following steps are for the Salesforce Classic UI.

  1. From Setup, enter Opportunity Products in the Quick Find box and select Fields.
  2. Select Discount in the Field Label column.
  3. Select Set Field-Level Security.
  4. Set all profiles to Visible and Save your changes.

Edit buttons on the Opportunity Product object

Override the Opportunity Product Edit and Edit All pages button destinations on the Opportunity Product object. The following steps are for the Salesforce Classic UI.

  1. From Setup, enter Opportunity Products in the Quick Find box and select Buttons and Links.
  2. Select Edit next to Edit in the Label column.
  3. For the Override With option, select Visualforce page, select Edit Opportunity Product from the menu, and Save your changes.
  4. Select Edit next to Edit All in the Label column.
  5. For the Override With option, select Visualforce page, select Edit All Opportunity Product from the menu, and Save your changes.

Turn off auto-calculate in Contract Settings

Turn off this field for your Salesforce integration. The following steps are for the Salesforce Classic UI.

  1. From Setup, enter Contract in the Quick Find box and select Contract Settings.
  2. Deselect the Auto-calculate Contract End Date checkbox and Save your changes.

Record types in Salesforce

The Advanced CRM Integration provides two record types to identify Contract or Order Entry Opportunities: Contract and Order Entry. The record types are used to control which opportunities can be used to create contracts or order entry transactions.

When possible, use these record types as is. If you have existing record types you would like to use, see Custom Opportunity record types for Order Entry.

Due to the use of record types on the Salesforce Opportunities, you may need to adjust user permissions to provide the ability to create opportunities of the correct record type.

Record types permissions should be assigned as needed to your users. Additionally the correct page layout access also should be assigned to the corresponding record type.

A record type of either Contract or Order Entry is required on an Opportunity if you want to create a Contract in Intacct.

When using your own record types, consider editing the available picklist values for the picklist fields on the object.