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API Developer Reference Guides

FinancialForce publishes its APIs and you can find the latest guides here, along with a link to previous versions.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

Entity Relationship Diagrams (ERD) for FinancialForce products

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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[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-4″][vc_single_image image=”6513″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-8″][vc_column_text]

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. [/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-4″][vc_single_image image=”6512″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

API Archive

Product specific documentation is available for our customers within Xtra.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”Create project from API template” tab_id=”create-project-from-api-template” el_class=”accord-panel”][vc_row_inner][vc_column_inner][vc_column_text]

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’.[/vc_column_text][vc_column_text]

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.[/vc_column_text][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”VersionService API” tab_id=”versionservice-api” el_class=”accord-panel”][vc_row_inner][vc_column_inner][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”Featured Integrations and Samples” tab_id=”featured-integrations-and-samples” el_class=”accord-panel”][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-8″][vc_column_text]

Batch Apex

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.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-4″][vc_single_image image=”6513″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-12″][vc_column_text]


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.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-8″][vc_column_text]

GitHub for Developers

Have you seen GitHub for FinancialForce 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.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-4″][vc_single_image image=”6514″ img_size=”full”][/vc_column_inner][/vc_row_inner][/vc_tta_section][vc_tta_section title=”Product Customizations” tab_id=”product-customizations” el_class=”accord-panel”][vc_row_inner][vc_column_inner][vc_column_text]

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. [/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-8″][vc_column_text]

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.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ offset=”vc_col-lg-4″][vc_single_image image=”6510″ img_size=”full”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

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.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]

“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).[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row equal_height=”yes” css=”.vc_custom_1509708004114{border-top-width: 1px !important;padding-top: 20px !important;border-top-color: #cccccc !important;border-top-style: solid !important;}” el_class=”site-footer”][vc_column width=”1/6″ offset=”vc_col-lg-2 vc_col-md-3 vc_col-xs-12″ css=”.vc_custom_1509707894307{margin-top: 0px !important;margin-bottom: 0px !important;padding-top: 0px !important;}”][vc_single_image image=”6814″ img_size=”165×29″ alignment=”center” onclick=”custom_link” link=”https://www.financialforce.com” el_class=”devhome_footer_logo”][/vc_column][vc_column width=”2/3″ offset=”vc_col-lg-8 vc_col-md-6 vc_col-xs-12″ css=”.vc_custom_1509707992359{margin-top: 0px !important;margin-bottom: 0px !important;padding-top: 0px !important;}”][vc_column_text] [/vc_column_text][/vc_column][vc_column width=”1/6″ offset=”vc_col-lg-2 vc_col-md-3 vc_col-xs-12″ css=”.vc_custom_1509707911205{margin-top: 0px !important;padding-top: 0px !important;}”][vc_single_image image=”6727″ img_size=”141×48″ alignment=”center”][/vc_column][/vc_row]