API Developer Reference Guides

FinancialForce publishes its APIs and you can find the latest guides here, along with a link to previous versions.

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

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.

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.

API Archive

Product specific documentation is available for our customers within Xtra.

Direct Transaction API

In this article, you can find an explanation about the new Direct Transaction API that FinancialForce Accounting has delivered as well as several examples.

Opportunity Product

Automating processes and functions can help a great deal in improving business performance and saving time. One process we can automate using our Create Project from Template Service is the creation of Projects for each Opportunity Product when an Opportunity becomes ‘Closed Won’.

Global Action Button

Sometimes your Project needs to be created quickly and efficiently. With the Create Project from Template Service API, you can create a project from a template with the click of a button without requiring a full-featured, sophisticated UI. With this API, you can do this easily in a few steps on any and as many object layouts as you desire.

Working With Custom Objects

When creating a project from a template, you can copy your own custom objects. You can copy over any arrangement of custom objects related to a template using the ‘SObjectCloneMapper’ and the ‘Mappers’ property from the Create Project from Template Service.

Versioning on Milestone Status

Our Version Service API allows you to create versions of Projects. It’s important to have Project versions. It helps maintain a record of how a Project has progressed and allows you to look back on previous details or past versions of a Project. However, creating project versions isn’t really something that comes to mind when you’re busy managing projects. For example, let’s say you want to know what a project looked like when it moved from phase 1 to phase 2.
Fortunately, there is good news: we can use the Process Builder and an invocable method to automatically call our API and create a version of the Project.

Scheduled Versioning

Our Version Service API allows you to create versions of projects that contain a record of how a project has progressed. With project versions, you can compare previous and current details.

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.

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.

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.

“Clicks not Code”

As Force.com consultants working mostly in the custom cloud, we spend a lot of our time implementing and integrating multiple FinancialForce solutions such as Professional Services Automation (PSA), FinancialForce Accounting (FFA), Revenue Management and Supply Chain Management (SCM).