Prerequisites for the Sage 100 - Salesforce Integration
Pre-Installation Checklist
Our Pre-Installation Checklist contains all of the mandatory steps, as well as credentials, server and contact info, etc. that is required for the integration. Your Salesforce Administrator, IT team and Sage Partner can all help with their respective fields. Once the IT Setup is finalized, we can move ahead with the installation. Prerequisites include the following:
Salesforce Org credentials for Sandbox and Production Org and contact info
Disabling multifactor authentication
Remote access credentials
Windows server name
IIS installation
Internet domain for SData
SQL configuration (*Sage 100 Premium only)
SData installation
Sage version, edition, home directory path, login credentials, company codes and contact info
*Once we have confirmed your checklist, we can typically have you integrated within 5 business days.
Ready for SData Installation? Once you have the components above installed, follow our step by step guide.
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