Page History

1. Getting Started with AccountingBook

How to go about?
Log into SalesForce, go to AppExchange Object and type AccountingBook in the search tab.
Image Added
Just click on the AccountingBook icon that takes you to a new page where you find the Overview of AccountingBook. You also find different tabs like Details, Overview, Reviews and Provider information in this page.

Overview Tab

Image Added

1. AccountingBook costs you $50.00 USD per user per month (Discounted for Nonprofits)
2. To get AccountingBook installed in your organization click on Get It Now button

How would you like to continue?
Once you click on Get It Now button a new page gets opened and you have two options to get AccountingBook installed in your organization.
Image Added

1. Click on Install in production to get AccountingBook installed in SalesForce
2. Click on Install in sandbox to get AccountingBook installed in SandBox

Image Added
On clicking on Get it Now a new page opens, which helps you to start with the installation process.

1. Accept the terms and conditions by clicking on the check box
2. Confirm installation

On clicking on the Confirm and Install button a SalesForce login page or a Sandbox login page is opened. Enter SalesForce or Sandbox credentials to start with the installation process.
Image Added


Image Added

The installation will run you through the three step process, check each and every step carefully before proceeding to the next; else the installation may need to be uninstalled and should be done all once again. Press on Next button to proceed to the new page

Image AddedImage Added
On the second page you will be able to grant access to the users via three categories. Select the appropriate radio button and click on Next
Image Added

The package is now ready to be installed. Click Install to continue. You will get a message "Your request is in progress. You will be notified by email when it completes" as installation is in progress
Image Added
You will get a mail from SalesForce.com in your mail box one the package is successfully installed in your Salesforce and you are able to use AccountingBook before customizing few objects.
Image Added
Now, the AccountingBook package is ready for your use.

Details Tab

Image Added

1. Gives you the description of AccountingBook
2. You learn what AccountingBook includes
3. Contact information is provided, you can speak to our Support team on the number provide
4. The package detail like name, version, type etc is given

Reviews Tab

Image Added
Don't forget to leave feedback and review on this Tab.

Provider Tab

Image Added
Provider tab give you the contact details of the Avanika LLC and the and other products available from Avankia LLC.