Create a Demo Environment

To create a demo environment of Accounting Seed follow these simple steps:

1. Create a Salesforce Developer instance by navigating to developer.salesforce.com
2. Log a case with Accounting Seed Support through the Customer Support Portal to request the latest installation links for Accounting Seed. 
3. Cut and paste the Financial Suite installation link in the browser address bar to start the installation process for Financial Suite.
4. After the Financial Suite application has been installed, repeat this step for Orders and Inventory with the respective installation link (if needed).
5. 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.
6. Assign the AS Full Admin Permission Set and Accounting Seed ERP Administrator Permission Set (if using Orders & Inventory) to your user.
7. (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