Salesforce Accounting Seed Implementation and Customization

Salesforce Sandbox helps isolate performing applications and enhance overall efficiency with additional features.

Overview

​A Florida based brand has been handcrafting salvaged materials into sustainable furniture since 1998. The brand primarily focuses on wholesalers, architects, builders, and for homes. They  design and fabricate rustic furniture, farmhouse tables, and country furniture, industrial metal, and wood furniture, coastal furniture, nautical furniture, and décor for clients who walk-in only and does not sell online or via phone. They also stock and sell raw materials, stockpiles of various architectural salvage across eras for those who are interested.

Highlights

The business was using Accounting seed, a Salesforce powered accounting application to track bills, orders, and inventory management. To implement modifications needed in Accounting Seed and new customizations required to support a changing business environment AppShark proposed the use of Salesforce Sales Cloud in the sandbox environment. This helped retain and protect existing functionalities of the accounting application. At the same time, coding changes were carried out to customize the software to create other custom objects and fields which enhanced the performance of Accounting Seed. Add-ons such as messages, lead nurture, email alerts, customized reports, and dashboards were added to Sales Cloud.

Outcome

Post-implementation of Sales Cloud this niche business could function in a smoother, more efficient accounting environment, with seamless information flow across processes while being able to manage leads.

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