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5/21/2018
1
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
5
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
16
RG Connect 2018 Imagine the Future
Describe a Use Case Scenario
RG Connect 2018 Imagine the Future
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
5/21/2018
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RG Connect 2018 Imagine the Future
Sage Intacct Collaborate Presentation
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RG Connect 2018 Imagine the Future
