Integrating Intacct and Salesforce bridges the gap between finance and sales, creating a consistent, end-to-end view of all customer information and activities. Armanino not only implements the standard, out-of-the-box Intacct and Salesforce connector, our Intacct- and Salesforce-certified consultants can customize the connector to meet your business-specific needs. If you have a rising-star software developer on your team that would like the opportunity to customize the connector to meet your needs, we’ll fully support you. Armanino provides coding and development support services to help your internal team customize your Intacct to Salesforce connection.
- Create and Maintain Any Dimensions from SalesForce: Out of the box, only customers and items can be created from Salesforce into Intacct. Armanino creates dimension records from Salesforce into Intacct based on opportunity stage.
- Improved Opportunity Product Selection: Out of the box, Salesforce requires users to assign products one at a time. To streamline this process, Armanino’s custom solution allows users to add multiple products to a queue and submit them all at once, resulting in significant timesaving; it’s as easy as adding items to you online shopping cart.
- Increase Contacts Capacity: Out of the box, can only sync a limited number of contacts and contact information on opportunity pages. Armanino’s custom solution adds additional capacity, allows users to auto-sync a larger number of contacts and a larger amount of contact information on opportunity pages.
- View Corresponding Transactions: Out of the box, users cannot view corresponding transactions within Salesforce and Intacct in the same window. Armanino developed a solution that enables users to open Salesforce from within Intacct in the same window to cross check transactions.
- Link Opportunity Status to Invoices: Out of the box, users cannot see a change in opportunity status from Salesforce on an invoice housed within Intacct. Armanino created a custom workflow to allow Salesforce edits to opportunity status to sync to Intacct invoices.
- Other Customization Requests: Armanino can also address other customization requests including streamlined payment processing and auto-synchronizing transactions.
As the largest California-based CPA and consulting firm, and one of the Top 10 fastest-growing accounting firms in the nation, Armanino brings depth, expertise and value to our clients. Our dedicated Cloud Financials consulting team has completed more than 200 Intacct and Adaptive implementations, customizations and integration projects for a wide variety of industries. Armanino is the Intacct Value-Add Reseller (VAR) Partner of the Year.