Overview
You can install Accounting Seed Financial Suite Core Package into your existing Salesforce Instance in just a few simple steps. If you will be using the Orders & Inventory package, repeat these steps to install that package, too.
Steps
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Log a case with Accounting Seed Support through the Customer Support Portal to request the latest installation links for Accounting Seed to begin a two-week trial. When your trial has ended, you can contact Support to activate a customer or qualified partner license.
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When you receive the installation links, log into Salesforce and paste the Financial Suite installation link into your browser’s address bar and press Enter on your keyboard.
If you are installing in a Sandbox environment, you must edit the installation link URL by replacing login with test.
For example, https://login.salesforce.com/packaging/installPackage would become https://test.salesforce.com/packaging/installPackage - When prompted, we recommend selecting Install for All Users and then click Install.
Notes
- The installation for each of the packages may take a few minutes to complete. If it does, you can click Done to leave the page. You will receive an email letting you know that the installation has finished.
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Each user will need both an Accounting Seed license and be assigned to an Accounting Seed Permission Set to use the application and to access the data.
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Partners Note: Only one Salesforce environment can be open when installing Accounting Seed.