Requirements and Prerequisites

The following requirements and prerequisites should be met so that you can start working with the solution that provides synchronization between MYOB Advanced and Salesforce .

Requirements

MYOB Advanced is integrated with Salesforce through the Salesforce API. Thus, you need to make sure that your organization uses one of the following Salesforce editions, in which the API is enabled by default:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

For more information about these editions, see Salesforce editions with API Access.

For details on how to quickly get a free Salesforce instance so that you can explore the solution, see To Quickly Obtain a Salesforce Instance.

Prerequisites

Before you start configuring the systems for synchronization, make sure that the following prerequisites are met:

• You need a Salesforce account with administrator permissions so that you can properly configure your Salesforce instance.
• You need an administrator role assigned to your MYOB Advanced user account so that you can properly configure your MYOB Advanced instance.
• The Salesforce Integration feature should be included in the license that is applied to your MYOB Advanced instance.
• You may need a security token, which will be used during your first authorization in Salesforce to obtain a session token. (For details about how to obtain a security token if you do not have one, see To Obtain a Salesforce Security Token.)