Entity Relationship Diagrams (ERD) for FinancialForce products
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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’.
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.
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.
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.
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.
We have a Google Code Share project, 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.
Having your company’s CRM and financial data securely available in the cloud presents previously impossible opportunities. Read about opportunities for analyzing data, for instantaneously actioning information, and for organizing data historically locked away deep in your accounting systems.
Have you seen GitHub for Developers yet? We update it regularly where you will find loads of Apex-related tips and tools to help you with your development efforts (and non-Apex stuff too!). We include things like available code, frameworks, libraries, object model tools, deployment tools and more.
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.
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.
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.
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).