Questions tagged [financialforce]
The financialforce tag has no usage guidance.
27
questions
6
votes
1
answer
3k
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 ...
- 35.8k
4
votes
1
answer
2k
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 ...
- 123
4
votes
0
answers
257
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 ...
- 41
3
votes
1
answer
156
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 ...
3
votes
1
answer
238
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-...
- 1,279
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 ...
- 40.9k
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 ...
- 31
2
votes
1
answer
185
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 ...
- 39
2
votes
1
answer
441
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 ...
- 4,508
1
vote
2
answers
386
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. ...
- 1,266
1
vote
1
answer
373
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 ...
- 124
1
vote
1
answer
143
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 '...
- 11
0
votes
2
answers
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 ...
- 4,674
0
votes
1
answer
187
views
Running Utilization Job multiple times a day
I am trying to schedule a job to run several times a day.
It's a Utilization job which is part of the FinancialForce PSA application. The UtilizationScheduler class has this signature:
global class ...
- 151
0
votes
1
answer
955
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 ...
- 75
0
votes
1
answer
98
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 ...
- 711
0
votes
2
answers
552
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
...
- 11
0
votes
1
answer
211
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 ...
- 475
0
votes
0
answers
48
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 ...
- 236
0
votes
0
answers
60
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 ...
- 11
0
votes
0
answers
280
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
137
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 (...
0
votes
2
answers
346
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 ...
- 101
0
votes
1
answer
570
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 ...
- 123
0
votes
1
answer
70
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!
- 199
0
votes
2
answers
175
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 ...
- 205
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 ...
- 37