- Log into Salesforce and navigate to Setup. ...
- Navigate to Installed Packages. ...
- Click Manage Licenses beside the Accounting Seed Financial Suite package.
- When the Installed Packages page opens, click Add Users.
- Choose users from the Available Users list by checking the box beside their names.
- Click Add.
How to Use Salesforce with Accounting Seed
Recall that Salesforce is a Customer Relationship Management (CRM) platform. A CRM is an IT stack managing customer relations and sales alongside other business tech in a single environment. The world’s leading CRM, Salesforce, concentrates on helping businesses personalize and grow customer relations.
Flexible Options for Using Salesforce and Accounting Seed
Accounting Seed mirrors Salesforce’s famous flexibility. Use both tools together meet all your business needs. Accounting Seed’s features, from reporting to billing can connect with other events and applications on Salesforce. Our platform can be configured and customized according to unique requirements.
Accounting Seed Resources
As you explore Salesforce and Accounting Seed, remember that our Knowledge Base and Accounting Seed University are available. To optimize your experience, we provide articles and videos to help you harness both systems. Have any specific questions? Please contact our support team or schedule a free, personalized demo.
Accounting on Salesforce Guide
Besides being the most formidable sales management and Customer Relationship Management (CRM) solution on the market, Salesforce is equipped with native accounting software that works seamlessly with the rest of its IT environment.
Download Your Guide Today
When you use Accounting Seed, the essential rules of accounting remain the same—what’s different is how Accounting Seed allows you to run your business your way. It’s not rigid or siloed—it’s automated, flexible, customizable, and connected.
Overview
The Salesforce Nonprofit Success Pack (NPSP) is the industry-standard application for nonprofit organizations. You can install Accounting Seed’s extension package for NPSP in just a few simple steps. This feature is available for use in Salesforce’s Lightning UI only. To complete the installation of this package, please follow the steps below.
Enable Chatter Settings
Note: If the Chatter Settings Enable checkbox is already selected in your organization, you can skip the steps in this section.
Install the Accounting Seed NPSP Extension Package
The Accounting Seed NPSP extension package includes three different installation links: AS Extension Base, AS NPSP Config, and AS NPSP Extension.
Update the Page Layouts for the NPSP Extension Package
The Opportunity object is the only one that will need to have edits to your existing page layouts. The “Accounting Seed Information” section will already be included as page layouts from the Accounting Seed extension package for the General Accounting Units and the GAU Allocations objects.
What is Accounting Seed?
Accounting Seed is one of the most popular applications on the Salesforce AppExchange and a top-rated mid-market solution by G2, FinancesOnline, CFO Tech Outlook, SoftwareReviews, and Software World.
Install Accounting Seed
You can install Accounting Seed Financial Suite Core Package into your existing Salesforce Instance in just a few simple steps:
Assigning User Permissions
Quick Option: On the Permission Set Assignments page, add Permission Sets, select AS full admin, and click Save.
Overview
Prerequisites
- PurchaseAccounting Seed’s extension package for NPSP.
- The Salesforce NPSP managed package should already be installed.
- Install Accounting Seed's Financial Suite Package.
- Request the extension package for NPSP installation by creating a Case in our Customer Support Community.
Enable Chatter Settings
- Note: If the Chatter Settings Enable checkbox is already selected in your organization, you can skip the steps in this section. 1. Click the Gearicon and select Setup. 2. Scroll down the page and click Feature Settings. 3. Select Chatter and click Chatter Settings. 4. Click Edit. 5. Click the Enablecheckbox to enable Chatter Settings. 6. Click Save.
Install The Accounting Seed NPSP Extension Package
- The Accounting Seed NPSP extension package includes three different installation links: AS Extension Base, AS NPSP Config, and AS NPSP Extension. 1. When you receive the NPSP installation links from our Support Team, Log into your Salesforce Instance.Note: If you have multiple Salesforce Instances, it is recommended to log out of all others. 2. Cop...
Update The Page Layouts For The NPSP Extension Package
- The Opportunity object is the only one that will need to have edits to your existing page layouts. The “Accounting Seed Information” section will already be included as page layouts from the Accounting Seed extension package for the General Accounting Units and the GAU Allocations objects. Note: These standard GAU and GAU Allocations page layouts can be used or custom pa…