Getting Started with AccountingBook

How to go about it?

Log into Salesforce and go to AppExchange (www.appexchange.com) and search for AccountingBook in the search tab and Enter Or Go to

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4ZgfEAF.

A new page gets opened



Click on the AccountingBook icon that takes you to a new page where you will find the Overview of AccountingBook. You will also find different tabs like Details, Overview, Reviews and Provider information in this page.

Overview Tab


  1. 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 opens and you have two options to get AccountingBook installed in your organization.


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

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.



NOTE: We release often and so the version number below will be a newer version



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.

Details Tab


 

  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

 

This section allows you to read and share your views on AcountingBook.

Provider Tab

 



Provider tab gives you the contact details of the Avanika LLC and the list of other products available.