2022
Log into SalesForce, go to AppExchange Object and type AccountingBook in the search tab and Enter. A new page gets opened
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.
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.
On clicking on Get it Now a new page opens, which helps you to start with the installation process.
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.
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
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
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
You will get a mail from SalesForce.com in your mail box one the package is successfully installed in your Salesforce or Sandbox and you are able to use AccountingBook before customizing few objects.
Now, the AccountingBook package is ready for your use.
This section allows you to read and share your views on AcountingBook.
Provider tab give you the contact details of the Avanika LLC and the list of other products available.
Once the GL Accounts are imported into the SandBox or the SalesForce, you are supposed to add the default accounts to the GL Default Setup. To do this, in the home page click on the Admin/Get Started object. (Note: Importing of GL Accounts are explained in the Chapter GL Accounts in detail)
Select the appropriate accounts from the drop down menu
Once you have Setup the defaults, click on the Save GL Defaults button.
Note: If the Account Name/s is not reflected in the dropdown list, the reason might be that the spelling of the Account is incorrect. While importing the GL Accounts through the Data Loader if the defaults accounts are spelled correctly then those accounts are to be automatically reflected in the dropdown menu, else you need to manually rename the Account names. The spelling of the default accounts is underlined for your reference. |
To edit the Account Type, if it is incorrectly spelt click on the Setup Link in the Home Page.
In the new page click on the Packages tab
A new page is opened where you need to click on GL Account Tab as shown below
On clicking the GL Account Tab a new window gets opened where you need to click on Account Type tab in the Custom field & Relationships section
In the new page scroll down to Picklist Values. Click on the Edit link to change the Accounts in the Values column.
Let us take an example of Accounts Receivable value and see how it goes.
You have learnt how to create default accounts and edit the account type now.
What does remote site setting do? |
Goto Setup> under Security Controls Tab> Click Remote Site Setting.
In the new page click on the New Remote Site button
In the new page save the remote site settings by clicking Save button
Once the Remote site is added in the settings, the page needs to be retrieved to do this follow the below steps
Click on the Admin/Get Started object, scroll down to Retrieve Page Layouts related detail and click on the button Retrieve Page Layouts
On Clicking the button Retrieve Page Layouts the following page pops up and takes you back to the same page
This completes AccountingBook Setup