When switching to OEM, depending on which Salesforce apps you had, you will lose access to:

• Sales Cloud objects: Opportunities, Leads, Campaigns
• Service Cloud objects: Cases
• Other Salesforce-provided apps that are not part of the core Salesforce Platform

You retain access to:

• Core Salesforce objects: Accounts, Contacts, Products
• Salesforce platform features: custom objects and fields, approval processes, Flows and automation, user profiles and permission sets
• All Accounting Seed functionality
• All other integration, file storage, or automation behaviors remain unchanged

Your Org ID and log-in process will not change when switching to an OEM license. You are still logging in to the Salesforce Platform; your Salesforce license, however, is now managed through Accounting Seed instead of through Salesforce directly.

No, OEM does not limit file storage, email functionality, or integrations. Each org starts with a baseline of 10GB of data storage, and additional storage can be purchased through Accounting Seed as needed. Storage capacity also increases with each additional user license added to your org.

Yes, all integration, file storage, and automation behaviors will remain unchanged when switching to an OEM license. OEM has access to:

• The full Salesforce API (Application Programming Interface)
• Standard API limits as documented in Salesforce's OEM User License Comparison

While technically possible through the Salesforce API, one of the main benefits of having your finances and CRM on the same Platform is having a single database and the ability to share Salesforce objects across functions.

Yes, you can use other apps built on the Salesforce Platform with your OEM license. However, if you're using third-party apps that heavily rely on Sales Cloud, verify compatibility before switching, as you may lose access to those apps or their features.

When converting from ISV to OEM:

• One admin user is retained in the org for historical access to Opportunities, Leads, Cases, etc.
• You should not lose access to historical data
• Best practice: It is highly recommended to back up all data prior to conversion

Unfortunately, there is no way to generate an OEM sandbox from your current production org to test before switching. The conversion is performed directly in production. We recommend:

1. Backing up all your data before conversion
2. Reviewing this FAQ thoroughly
3. Discussing any concerns with your Accounting Seed Account Manager

If you only have one System Admin license and need to switch it to another user:

1. Submit a case with Salesforce Support with justification for needing a temporary license
2. Salesforce will provision a temporary System Admin license
3. During the temporary period, assign the System Admin profile to the new user
4. Notify Salesforce when the temporary period is complete so they can deactivate the temporary license

Important considerations:

• Ensure no scheduled jobs are running under the old admin user that would break after permission changes
• The temporary license is time-limited, so plan accordingly

When you purchase a Salesforce OEM license from Accounting Seed, an Accounting Seed license is also included as the two are bundled together. Full Accounting Seed functionality is available with that license and can be restricted using permission sets to limit access to accounting data as needed.

Yes. Each Salesforce OEM license package includes one System Administrator user. The remaining licenses are Salesforce Platform licenses, which can be paired with different permission sets depending on your needs:

• Full Accounting Seed access
• View Only Accounting Seed access
• Limited access for specific functions (e.g., PO-only access)

Contact your Accounting Seed Account Manager for specific licensing options and pricing.

Customer responsibilities include:

1. Understanding what objects and features will no longer be accessible
2. Backing up any critical data before the switch
3. Notifying their team about the upcoming changes

Accounting Seed handles:

• Creating the new contract
• Coordinating with Salesforce for the OEM license provisioning

OEM licenses are purchased directly through Accounting Seed — not through Salesforce. To get started:

• Contact our Sales team through the Accounting Seed website to discuss licensing options and pricing, or contact us at info@accountingseed.com
• Contact your Account Manager if you are an existing Accounting Seed customer looking to add or switch to OEM licensing

Once your order is confirmed, your Account Manager will submit an order and our operations team will handle provisioning. See How are OEM licenses provisioned/activated? below for what to expect after purchase.

1. Your Account Manager submits an OEM license order to Salesforce
2. Once fulfilled, the licenses are provisioned in your org by the Accounting Seed team
3. You'll be notified when licenses are active and ready to use

• Licensing questions: Contact your Accounting Seed Account Manager
• Technical issues with Accounting Seed or Salesforce Platform: Submit a support case through the Accounting Seed Help Center

• Submit a support case through the Accounting Seed Help Center
• Contact your Customer Engagement Manager at customersuccess@accountingseed.com
• For all other inquiries, contact our team at info@accountingseed.com