Extending the FinancialForce applications

Once you've got your customer CRM and financial data into the Force.com cloud there's so much more that you can do with it! We'll keep expanding this section over the coming months and announce additions on the blog. So, if you want to keep up to speed, why not subscribe to the blog RSS feed?

Here are couple to get started!

Custom email templates and buttons samples

It is possible to customize the way that emails are generated from FinancialForce applications. More information about how to implement this is available from the online help within the application.

Here are some examples of the XML required, to give you a headstart! The Reminder Level email template is derived from those supplied with the FinancialForce Expansion Package with the addition of a PayPal button. The Sales Invoice templates can be used to send with or without custom PDF attachments. Simply rename them accordingly. You can use these in your own orgs by editing the buyer email within to your own organisations PayPal business account.

In each template, HTML like the following is used to produce the PayPal button like this: .

<!-- START: PayPal Button -->

<a href="https://www.sandbox.paypal.com/cgi-bin/webscr?cmd=_xclick

        &business=seller@financialforce.com&item_name=Invoice 

    {!relatedTo.Name} due for payment

        &amount={!relatedTo.TotalDocumentOutstandingValue__c}

        &currency_code=USD">

    <img src="https://www.sandbox.paypal.com/en_US/i/btn/btn_paynowCC_LG.gif"

        style="border-style:none" border="0" />

    </a>

<!-- END: PayPal Button -->
	

Updated: 29/07/2010: Sales Invoice Email Templates: We have updated our Sales Invoice Email Templates to include Line Ordering, Currency Symbols and the Tax Summary section.

Within this downloadable Zip file, you will find all the files you need to make use of the customizable Sales Invoice Email Templates within FinancialForce Accounting, including a short user guide.

• Updated: 29/07/2010: Sales Invoice Email Template (Zip file)
• XML example for a first reminder email
• XML example for a second reminder email
• XML example for a third reminder email

Integration Rule Sample Objects

The sample Work Order and Default Receipt objects in this Salesforce package (Salesforce login required) help illustrate the use of a new v3.0 feature called Integration Rules. To convert Work Order records into Sales Invoices and Default Receipts into Cash Entries. Also included is trigger code that shows how to defaulting for required fields can be automated.

• Get the source from Google code share

Note: These samples objects, with approprite sample data are also provided as standard within our Trial edition as well!

See also...

• FinancialForce.com integrations