Skip to main content

Questions tagged [financialforce]

The tag has no usage guidance.

7 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
3 votes
0 answers
640 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 ...
crmprogdev's user avatar
3 votes
0 answers
166 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 ...
Ewa Lato's user avatar
0 votes
0 answers
20 views

How to update invoice status in a test class with regards to financial force

I am trying to write a test class for a batch apex and its failing because I cant update my invoices to use to run the rest of the test class data. The invoices are from financial force and when I try ...
Chinomso Johnson's user avatar
0 votes
0 answers
84 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 ...
Donal Shijan's user avatar
0 votes
0 answers
323 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 ...
Paru Mahesh's user avatar
0 votes
1 answer
621 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 ...
WrittenInCode's user avatar
0 votes
2 answers
695 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 ...
cpqcrew's user avatar
  • 37