Chat...

Welcome to developer.FinancialForce.com

For those with Apex, Java or C# background or even sporting the Salesforce Developer certifications! FinancialForce.com provides an ideal business API for its core features that is accessible to developers both on and off platform. This site has been created to assist those wanting to leverage more from the FinancialForce application. Why not subscribe to the blog rss feed to keep up to date with the latest features, tips and tricks?


Technical Reference

Best practice guidelines

Interfacing with FinancialForce Accounting is possible through both the platform APIs and our tailored business APIs. But your approach should depend on the functional needs of the interface you are building. So we offer some typical use cases and best practices. This article covers five key areas; API operations on core document types, invocation of APIs in Apex Trigger context versus Batch Apex jobs, avoiding governer limits by using bulkified SOQL queries, achieving higher volumes using the BulkXXX API methods and testing your batch code with varying chunk size to avoid governor limits

developer_best_practices.png

Using the Salesforce API

Since our Winter '11 release, you can directly manipulate certain objects via Apex DML or the Enterprise Web Service API methods. Learn here about native manipulation versus using the FinancialForce API.

We cover how to control trigger behaviours, field value defaulting, handling errors and good practices around managing transactions. Also covered are displaying errors/prompts using VisualForce, and rollback via the use of Savepoints.

developerusingsalesforceapi

Automating Cash Matching

With the availability of our Cash Matching API, you can automate more business processes. For example, automatic invoice and cash entry generation when processing transactions. Read about our Credit Card Payments sample scenario.

developerautomaticcashmatching

Featured Integrations and Samples

Batch Apex

We have a Google Code Share project Opens in new window, which hosts a number of generic samples. This article highlights the current content that showcases use of our API around the platform features Batch Apex and Apex Scheduler with our Journal API. Though the Journal API was used, the principles apply in the same way to our other document APIs such as Invoice.

developer_batch_apex.png

Examples

Having your company's CRM and financial data securely available in the cloud presents previously impossible opportunities. Our developers have explored cloud based APIs including:

  • Basecamp
  • Google Apps
  • Facebook
  • PayPal

Read about opportunities for analyzing data, for instantaneously actioning information, and for organizing data historically locked away deep in your accounting systems.

developerintegration

Product Customizations

Translatable Email Templates

This document assumes that you are familiar with Translation Workbench available from Salesforce.com and that the required languages have been added to the list of supported languages.

Sales Order Templates

This page explains how to create your own custom email and print templates and use them during the Sales Order process.

SalesForce Flow Tool

Flow is an easy-to-use, drag-and-drop tool for creating applications that collect and update data. We present a sample scenario for submitting travel expenses, which creates and posts the appropriate journal.

Covered are all the steps you need for assignment, record creation, and implementation of an Apex plugin to extend the capability of Flow beyond the designer.

developerflow

Importing CSV files via Apex

This article explains how to use a batch apex process to read a CSV file. You might need to use this asynchronous process to avoid the "Regex too complicated" error when importing a large amount of data from a CSV file.