Create Accounting Seed Apps in Salesforce Classic

Overview

When installing Accounting Seed in Salesforce Lightning, our package includes the following apps found in the App Launcher:

• AS Banking & Ledger
• AS Project
• AS Cash In
• AS Cash Out
• AS Order Management

If you use Salesforce Classic, you can add these apps to your Accounting Seed environment. This is a relatively easy process for a user with System Administrative privileges.

Create Apps in Salesforce Classic

1. Log into Salesforce and navigate to Setup.
2. Navigate to Build on the left of the page. Click the Create drop-down menu and select Apps.
3. On the Apps page, under Apps, click the New button.
4. On the New Custom App page, select Custom App and click Next.
5. On the Enter the Details page, create the following items and click Next.
   • App Label
   • App Name
   • Description (Optional)
6. On the Choose the Image Source for the Custom App Logo, insert an image (Optional) and click Next.
7. On the Choose the Tabs page, select Salesforce or Accounting Seed tabs to add to your custom app for easy access. Select a Default Landing Tab (Accounts or Accounting Home) and click Next.
8. On the Assign to Profiles page, select the users who you want to grant access to this app.
9. Scroll to the bottom of the page and click Save.