Create a Demo Environment
To create a demo environment of Accounting Seed follow these simple steps:
- Create a Salesforce Developer instance by navigating to developer.salesforce.com
- Log a case with Accounting Seed Support through the Customer Support Portal to request the latest installation links for Accounting Seed.
- Cut and paste the Financial Suite installation link in the browser address bar to start the installation process for Financial Suite.
- After the Financial Suite application has been installed, repeat this step for Orders and Inventory with the respective installation link (if needed).
- After Orders and Inventory application has been installed, change the Page Layouts on the Account, Opportunity, Product and Asset standard Salesforce objects to the installed default Accounting Seed page layouts.
- Assign the AS Full Admin Permission Set and Accounting Seed ERP Administrator Permission Set (if using Orders & Inventory) to your user.
- (Optional) Manually create trial data.
Your demo org is complete.
Suggested Demos:
- Run a Profit and Loss report for the last 3 periods.
- Show the Account Dashboard.
- From a Salesforce Opportunity create a Billing, Recurring Billing, Project, or Sales Order.
Not Included:
The following items are not included in the demo but can be added by submitting a case with Accounting Seed Support through the Customer Support Community.
- Multiple Currencies
- Multiple Ledgers
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