Questions tagged [financialforce]

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Reporting Objects with zero Related Objects

I am working with Salesforce and FinancialForce PSA and have a requirement to report on Opportunities (at P=90%+) without Projects (i.e. zero projects in their related list). An Opportunity can have ...
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1answer
24 views

How to send financial force sales invoice with attachment [closed]

I've been trying to send the financial force email that from Apex that is called from a Process. As I understand the invoice should be attached when the email template is used with the WhatID set (...
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98 views

Rollup by lookup Configuration does not working - Financial service cloud

we are using Roll up by lookup configuration in Financial Cloud which is already given in Managed Package.Initially we have created a new record to rollup data from an insurance policy on the account ...
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1answer
272 views

Customize Standard Relationship Map component Financial Service Cloud

I need to customize Standard Relationship Map component to hide add relationship standard button in FSC for certain user. Here is screenshot below. Things I tried to achieve this:- I tried to edit ...
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1answer
39 views

Apex Mocks github deployment to Production stuck in Status: Queued

I'm attracted to the FinancialForce apexmocks and related libraries, and have successfully deployed to Trailhead playgrounds, Dev sandboxes and our full sandboxes. The deployments ran quite smoothly ...
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2answers
116 views

Apex Test Class Error on FinancialForce Sales Order Object

I've been trying for a few days to get this to work and but I've run out of ideas. I'm stuck. I can't get this test class to work. I get the following error. Trigger trigger efs_Sales_OrderTrigger on ...
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2answers
227 views

Unit Of Work Pattern Financialforce

Can somebody with experience explain how the registerNew() method in the fflib_SObjectUnitOfWork class works? I do not understand how you can have two methods with the same name and different params. ...
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1answer
172 views

How to activate the FFA Billing Contract status in test class

I have installed FFA Accounting package in my org and now i have write some code on that, so when i tried to write the Test class so in my condition i want billing contract as active, but when i set ...
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1answer
516 views

How to post a financial force sales invoice

We are working with the Salesforce REST API for interacting with an installed FinancialForce package. This process has been mostly painless right up until we needed to POST an invoice. The apex ...
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1answer
1k views

How to add subquery filter in fflib_SObjectSelector?

I have a custom object(Residence__c) which has lookup relationship to Account, Now I am trying to use FinancialForce sObjectSelector to Querry Account with Residences and have few filters on ...
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1answer
249 views

Can a Managed Package with a password be imported through SFDX?

We are currently trying to figure out whether/how we might use SFDX. Our org has FinancialForce Accounting installed. This managed package is required by several other managed packages and it heavily ...
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2answers
319 views

Financial Force REST API for Journals

I'm trying to use the REST API for Journal creation in Financial Force. The path is services/apexrest/c2g/v1.0/journals/* I was able to login, and perform the call but I am receiving an error message ...
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1answer
318 views

Primary_Owner_AUM is not aggregating financial accounts (Salesforce Financial Services Cloud)

The Primary Owner AUM field does not seem to be aggregating financial accounts at the household or individual level. Is this not supposed to be a rollup? If not, is there a field that provides this ...
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1answer
91 views

Financial Force

I keep getting this error everytime i try to make something visable in Financial Force. Why do I have this problem? How can I fix it? Permission Create zDeprecated:Forecast Calculation Logs depends ...
4
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1answer
1k views

How to add items to utility bar in managed lightning package (specifically FSC - Financial Services Cloud)?

When trying to add items to the utility bar in the Financial Services Cloud managed lightning package, I get the following message: You can't edit the utility bar. This app is from a managed ...
3
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1answer
121 views

How to Generate/Read BYOK-Compatible Certificate from Apex code

How can we read BYOK Compatible certificates present in Salesfoce using Apex (or SF REST APIs). Also is there any way to generate BYOK Compatible certificate using Apex code or SF REST APIs. I ...
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0answers
365 views

Implementing Financial Force Lib built-in trigger recursion handling?

I'm looking at implementing the fflib_DomainClass in an org as our trigger handler. I know from @AndrewFawcett blog that there's a built in means of handling it. There's also been discussion on Github ...
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1answer
93 views

Error Message in Community using visual force page - managed package Financialforce PSA

Error Message in Community using visual force page - managed package Financialforce PSA: dlrs_pse_ExpenseTrigger: execution of AfterInsert caused by: System.QueryException: sObject type '...
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2answers
2k views

Licensing of Financial Force

Does anyone have a reliable source of information on Financial Force licensing, what each license controls, where you set that license or "addition to a license", etc? The have multiple references ...
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1answer
83 views

Financialforce: Change owner of invoice?

In some cases we need to change the owner of an invoice: List<c2g__codaInvoice__c> linv = [SELECT id, OwnerId, c2g__OwnerCompany__c FROM c2g__codaInvoice__c WHERE id = 'a0z6F000008h3xfQAA']; if ...
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1answer
50 views

Financial Cloud and Approval Process

I'm looking for information about approval process on financial cloud, but I did not found clear information. Someone knows if is possible to set approval process on financial cloud? Thanks!
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2answers
154 views

Custom Managed Object missing file and edit on Salesforce1

I'm currently trying to have my users on Salesforce1 edit records and upload pictures from their phone to the associated record. They currently have the edit button overridden to their custom ...
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2answers
610 views

Transferring Data from Quickbooks to FinancialForce

We are using Quickbooks Enterprise (running on a local server, not hosted) and we are considering using Financial Force. Can someone explain or point me to the procedure(s) & tool(s) that I can ...
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0answers
98 views

Permission Set issue

I am writing to you in order to describe permission set issue that i don't know how to figure out. I want to give an access to part of financial force package (possibility to assign current company ...
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0answers
236 views

Has Anyone Migrated Away From FinancialForce to Alternate Billing System [closed]

We are going to be removing Financial Force from our systems and migrating to an alternate billing system and accounting system (separate). Does anyone here have experience with this, and can you ...
3
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1answer
195 views

Can FinancialForce affect my test coverage? [duplicate]

I have FinancialForce installed in my SF instance, I want to deploy 3 new components from my sandbox environment 100% covered, but always I'm receiving the same deployment error related to Financial-...