Questions tagged [financialforce]

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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
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3 votes
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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
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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 ...
Evelyn Grizzle's user avatar
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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
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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
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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 ...
WrittenInCode's user avatar
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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 ...
cpqcrew's user avatar
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