01 - Installing Accounting App

The Accounting App is available on the Salesforce AppExchange and can be installed into your Salesforce org (Production or Sandbox) with just a few steps. This guide walks you through the installation process, including setup recommendations and post-installation steps.

Prerequisites

Before you begin:

• You must be a Salesforce System Administrator.
• Have access to either a Sandbox or Production org.
• Review your org’s edition (e.g., Enterprise, Unlimited) to ensure compatibility.
• Ensure that My Domain is enabled (required for Lightning components).

Steps to Install

1. Visit the AppExchange Listing

• Go to https://appexchange.salesforce.com.
• Search for "Accounting App" (or use the direct link if available).
• Click the listing to open the app page.

2. Click "Get It Now"

• Log in with your Salesforce credentials when prompted.
• Choose whether to install in Production or Sandbox.

3. Approve Access and Permissions

• Confirm that you trust the publisher.
• Approve third-party access if prompted.
• Choose the user access level:
  • Install for Admins Only
  • Install for All Users
  • Install for Specific Profiles

We recommend “Admins Only” for first-time installation and configuration.

4. Complete the Installation

• Click Install.
• Wait for the installation to complete (you may receive an email notification when done).

Post-Installation Steps

After installation:

1. Go to App Launcher → Search and select Accounting.
2. Complete initial setup (such as: 
   • Company Information
   • Multi-Currency Setup
   • Entities / Ledgers
   • Chart of Accounts Configuration
3. Assign user permissions based on their roles (e.g., Finance Team, Accountant, Admin).