Installing Accounting Seed is a simple 3 step process:

1. Get the installation links. Obtain the latest installation link from Accounting Seed Support for our Financial Suite package (and Orders & Inventory if applicable).

2. Log into your Salesforce Environment and then cut and paste the installation URL into a new tab in your browser.
  • This will launch the installation process and select which profiles you initially want to provide access.
  • Please note the Financial Suite package needs to be installed before the ERP package is installed.
  • If you are installing into a sandbox you will need to augment the installation link by replacing the text "Login" with "Test" for example: "https://login.salesforce.comXXXXX" would be "https://test.salesforce.comXXXXX"
3. Adjust the Page layouts for salesforce standard objects.
  • For the Financial Suite product, Page layout adjustments need to be made to the following standard Salesforce objects: Account, Opportunity, Product. There are 2 choices for adjusting standard object page layouts:
    • Option 1 - It is possible just to switch the page layout assignment for the profile of the user accessing Accounting Seed with page layouts for the standard objects that are packaged with Accounting Seed. Show me how
    • Option 2 - Edit the standard object pages individually. See the Financial Suite Page Layout Adjustments page for a comprehensive list of page adjustments per object.
  • For the Orders & Inventory,  Page layout adjustments need to be made to the following standard Salesforce objects: Account, Opportunity, Product. There are 2 choices for adjusting standard object page layouts:
    • Option 1 - It is possible just to switch the page layout assignment for the profile of the user accessing Accounting Seed with page layouts for the standard objects that are packaged with Accounting Seed. Show me how
    • Option 2 - Edit the standard object pages individually. See the ERP Page Layout Adjustments page for a comprehensive list of page adjustments per object.
 
Please Note:
 
These fields are a part of the Accounting Seed application(s) and are automatically installed with the package installation. They simply need to be added to the page layout(s) not added as fields on the objects themselves. 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.