Installation Overview

GoldFinch is a Salesforce-native application installed directly in your Salesforce organization. It operates within the Salesforce platform, allowing your organization to use GoldFinch alongside Salesforce’s security, reporting, workflow, and user-management capabilities.

This article provides a high-level overview of the installation process. Authorized customers and GoldFinch implementation personnel can access detailed installation and configuration instructions.

Before Installation

Before installation begins, the GoldFinch implementation team works with your organization to confirm:

• Licensed GoldFinch products and modules
• Salesforce organization and environment
• Required Salesforce licenses
• Project contacts and system administrators
• Implementation and testing approach
• Any applicable integrations

These decisions help ensure that the correct GoldFinch components are installed for your organization.

Application Installation

An authorized GoldFinch implementer coordinates the installation of the applicable GoldFinch managed packages in your Salesforce organization.

Depending on your licensed solution, the installation may include:

• GoldFinch ERP
• GoldFinch Accounting
• GoldFinch extensions and optional modules
• Approved integration components

The exact components installed depend on your subscription and approved project scope.

Initial Configuration

After installation, the project team completes the initial configuration based on the approved solution design.

Typical configuration areas may include:

• Company and organizational structure
• Warehouses and locations
• Currencies and numbering conventions
• User access and permissions
• Licensed modules and business functions
• Applicable integrations

An authorized GoldFinch implementer should complete detailed configuration, or do so in coordination with the customer.

Testing Environment

A Salesforce sandbox or other designated testing environment may be used for user acceptance testing.

The testing phase allows the customer to:

• Validate configured business processes
• Review converted data
• Test integrations
• Confirm user access
• Train users
• Identify issues before go-live

Production Readiness

Before go-live, the customer and implementation team confirm that configuration, data conversion, testing, training, and cutover planning are complete.

The customer approves GoldFinch as the production system for the processes included in the implementation.

Next Steps

After installation, customers work with their GoldFinch implementer to complete configuration, data conversion, testing, training, and go-live preparation.

Signed-in customers can access detailed setup articles within the Installation and Implementation sections of GoldFinch Clientcare.

Installation steps, responsibilities, environments, and required components may vary according to the customer’s Salesforce organization, licensed GoldFinch products, integrations, and agreed implementation scope.