rg connect 2018 connect 2018... · 5/21/2018 15 rg connect 2018 imagine the future review setup and...

5/21/2018

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RG Connect 2018Imagine the Future

Gain Insight, Time, and Greater Efficiency Using Sage Intacct Collaborate

RG Connect 2018 Imagine the Future

• Solution Architect

• Accounting and Information Technology Degrees

• 15 Years of Accounting

• 5 as a CFO

• 16 Years of Implementation Experience

Bow

lsb

y

Todd

5/21/2018

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RG Connect 2018 Imagine the Future

Session Objectives

• Setup Sage Intacct Collaborate (Sage Intacct-only use)

• Explain the Sage Intacct Collaborate and Salesforce integration

• Navigate the Sage Intacct Collaboration Center

• Describe several benefits of Sage Intacct Collaborate

• Use Sage Intacct Collaborate effectively

RG Connect 2018Imagine the Future

What is Sage Intacct Collaborate?

5/21/2018

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RG Connect 2018 Imagine the Future

What is Sage Intacct Collaborate?

• FREE! (part of your Sage Intacct subscription)

• Infuses Salesforce Chatter into Sage Intacct

• Speeds up internal communications

• Connects, engages, and motivates users to work efficiently

• Provides a forum for anyone to share insights and propose ideas

RG Connect 2018Imagine the Future

Setting up Sage Intacct Collaborate

5/21/2018

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RG Connect 2018 Imagine the Future

Setting up Sage Intacct Collaborate

• Subscribing to Sage Intacct Collaborate

• Configuring Sage Intacct Collaborate

• Adjusting your Sage Intacct Collaborate profile in My Preferences

RG Connect 2018 Imagine the Future

Setting up Sage Intacct Collaborate

• Subscribing to Sage Intacct Collaborate

• Configuring Sage Intacct Collaborate

• Adjusting your Sage Intacct Collaborate profile in My Preferences

5/21/2018

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RG Connect 2018 Imagine the Future

Subscribing to Sage Intacct Collaborate• CompanySubscriptionsSubscribe & Configure Applications

RG Connect 2018 Imagine the Future

Subscribing to Sage Intacct Collaborate

5/21/2018

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RG Connect 2018 Imagine the Future

Subscribing to Sage Intacct Collaborate

RG Connect 2018 Imagine the Future

Setting up Sage Intacct Collaborate

• Subscribing to Sage Intacct Collaborate

• Configuring Sage Intacct Collaborate

• Adjusting your Sage Intacct Collaborate profile in My Preferences

5/21/2018

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RG Connect 2018 Imagine the Future

Configuring Sage Intacct Collaborate

RG Connect 2018 Imagine the Future

Configuring Sage Intacct Collaborate

5/21/2018

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RG Connect 2018 Imagine the Future

Configuring Sage Intacct Collaborate

RG Connect 2018 Imagine the Future

Configuring Sage Intacct Collaborate

5/21/2018

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RG Connect 2018 Imagine the Future

Configuring Sage Intacct Collaborate

• Upon Next Login

RG Connect 2018 Imagine the Future

Setting up Sage Intacct Collaborate

• Subscribing to Sage Intacct Collaborate

• Configuring Sage Intacct Collaborate

• Adjusting your Sage Intacct Collaborate profile in My Preferences

5/21/2018

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RG Connect 2018 Imagine the Future

Adjusting Sage Intacct Collaborate Profile

• <User Name>My Preferences (Action UI)

RG Connect 2018 Imagine the Future

Adjusting Sage Intacct Collaborate Profile

5/21/2018

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RG Connect 2018 Imagine the Future

Adjusting Sage Intacct Collaborate Profile

RG Connect 2018 Imagine the Future

Adjusting Sage Intacct Collaborate Profile

5/21/2018

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RG Connect 2018 Imagine the Future

Adjusting Sage Intacct Collaborate Profile

RG Connect 2018Imagine the Future

Sage Intacct Collaborate and Salesforce Integration

5/21/2018

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RG Connect 2018 Imagine the Future

Sage Intacct Collaborate and Salesforce Integration

• Explore integration requirements

• Review setup and configuration

• Describe a use case scenario

RG Connect 2018 Imagine the Future

Sage Intacct Collaborate and Salesforce Integration

• Explore integration requirements

• Review setup and configuration

• Describe a use case scenario

5/21/2018

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RG Connect 2018 Imagine the Future

Explore Integration Requirements

• Sage Intacct production tenant

• Salesforce organization with an Administrator login

• Salesforce edition: Enterprise or Unlimited

• Salesforce user licenses: Platform (or higher) license for each Sage Intacct user

RG Connect 2018 Imagine the Future

Sage Intacct Collaborate and Salesforce Integration

• Explore integration requirements

• Review setup and configuration

• Describe a use case scenario

5/21/2018

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RG Connect 2018 Imagine the Future

Review Setup and Configuration

• Install and configure the Sage Intacct Collaborate package

• Configure Sage Intacct Collaborate for your Sage Intacct company

• Enable Chatter on custom objects (if you subscribe to Salesforce integration in Sage Intacct)

• Enable Sage Intacct Collaborate for individual users

RG Connect 2018 Imagine the Future

Sage Intacct Collaborate and Salesforce Integration

• Explore integration requirements

• Review setup and configuration

• Describe a use case scenario

5/21/2018

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RG Connect 2018 Imagine the Future

Describe a Use Case Scenario

RG Connect 2018 Imagine the Future

Describe a Use Case Scenario

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RG Connect 2018 Imagine the Future

Describe a Use Case Scenario

RG Connect 2018 Imagine the Future

Describe a Use Case Scenario

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RG Connect 2018 Imagine the Future

Sage Intacct Collaborate Presentation

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RG Connect 2018 Imagine the Future