Salesforce sandbox refreshes

Salesforce sandbox refreshes provide a way to update and test your Advanced CRM Integration before moving any new configurations into your production environments.

It's common to test integrations by creating a link between an Intacct sandbox and a Salesforce sandbox. After you’ve tested that the integration works, you can then integrate production environments.

Salesforce allows you to create copies of your production organizations, called sandboxes. To create a Salesforce sandbox, use the URL test.salesforce.com.

Intacct and Salesforce can be attached to the same types of orgs: Production to Production, or Sandbox to Sandbox. Production to Sandbox is not allowed.

You can't connect multiple Intacct companies to a single Salesforce organization. For example, different Intacct entities under a distributed Intacct console can’t be connected to a single Salesforce organization.

Sandbox refresh process

The Advanced CRM Integration supports Salesforce sandbox refreshes. A sandbox refresh requires a re-initialization of your data.

Refresh your Salesforce sandbox

Refreshing a Salesforce sandbox updates the metadata for the sandbox from its source org.

For more information about refreshing your Salesforce sandbox, go to https://help.salesforce.com/articleView?id=data_sandbox_refresh.htm.

Clear your subscription data

After your Salesforce sandbox has been refreshed, go to the Intacct configuration page in Salesforce and select the Clear Subscription Data button.

Intacct transactions, such as Intacct sales invoices and Intacct Contracts information are deleted from your Salesforce sandbox. Other information, such as Accounts Receivable terms or Locations, remain in the sandbox. The Advanced CRM Integration will match existing records in both systems when you reinitialize your data.

See Clear subscription data for more information.

Cancel and resubscribe to the Advanced CRM Integration

Cancel your subscription and then resubscribe to the Advanced CRM Integration in Intacct to reinitialize your data.

To cancel your subscription to the Advanced CRM Integration:

  1. Log in to Intacct as an administrator.

  2. Go to Company > Admin > Subscriptions > Advanced CRM Integration and slide the toggle to the off position to cancel your subscription to the Advanced CRM Integration.

  3. Select Done.

Your subscription has been canceled.

To resubscribe to the Advanced CRM Integration:

  1. Log in to Intacct as an administrator.

  2. Go to Company > Admin > Subscriptions > Advanced CRM Integration. On the pop-up, select Subscribe.

  3. The Advanced CRM Integration configuration page opens.
It's common to resubscribe to Advanced CRM using your existing integration user.

Reconfigure Advanced CRM Integration options

You now must reconfigure your selections for the Advanced CRM Integration sync options.

For more information, review the topics in Intacct synchronization options for the Advanced CRM Integration.

Delete and re-sync your transaction information

Intacct recommends deleting all Intacct transactions in Salesforce, such as Intacct contracts and sales invoices. Deleting the transactions prevents duplicates from being created when the transactions are resynced.

After your transactions have been deleted, use the Intacct mass synchronization tool in Salesforce to resync your accounts and Intacct transactions.