Questions tagged [financialforce]
The financialforce tag has no usage guidance.
7
questions with no upvoted or accepted answers
3
votes
0
answers
563
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 ...
3
votes
0
answers
161
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 ...
0
votes
0
answers
47
views
FinancialForce Insufficient Access or Read Only error on Edit Journal
Writing because I am receiving the following error in the Edit Journals Input Form for FinancialForce:
We have verified that the user in question has a profile and permission set that allows for them ...
0
votes
0
answers
59
views
Error while saving MetadataServiceImported class
Trying to generate a MetadataService class using the instructions on the github repo of financial force, the MetadataServiceImported class generated from the WSDL is not getting saved and it says ...
0
votes
0
answers
278
views
With PSA Standard Platform user license, the user is not able to edit assignments from resource planner. He has the permission sets as users who can
PSA Standard Platform user license, the user is not able to edit assignments from resource planner. He has the permission sets as users who can edit. The user setup and managed packages is the same as ...
0
votes
1
answer
568
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 ...
0
votes
2
answers
683
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 ...