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#FinancialForce2 人がディスカッション中

I have a client that is doing away with Financial Cloud.  Do I need to delete all records prior to uninstalling? There are some concerns regarding related records, but it would take a long time to go through & delete all of these records.  

 

#FinancialForce

1 件の回答
  1. 8月27日 16:20

    Hey Christine, 

     

    Good news, per Salesforce's own official guidance, you don't need to manually delete all records first. When you uninstall a managed package, Salesforce automatically saves a full export of the package's data (plus related notes/attachments) as a downloadable file, available for 48 hours after uninstall, so nothing is silently lost by default. 

     

    That said, there's a real risk worth flagging: records in objects outside the package itself can still contain referential data that gets removed or deleted as part of the uninstall, this is where "related records" concerns become legitimate. Salesforce's own docs specifically warn: package uninstall deletion may also affect data contained outside of the app's direct components. 

     

    Recommended steps before uninstalling: 

    1. Take a full data export/backup of the org first, regardless of the package data export, this is Salesforce's own stated best practice before any uninstall 

    2. Test the uninstall in a sandbox first, not directly in Production 

    3. During the actual uninstall, keep the "Save a copy of this package's data for 48 hours" option selected (it's on by default), and download that export promptly once uninstall completes 

    4. Review Considerations for Relationships to understand exactly which cross-object dependencies could be affected in your specific setup, since every org's customizations differ 

     

    So: full manual deletion isn't required, but a full backup and a sandbox test run absolutely are, given the relationship risk you're already sensing. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=000383933&language=en_US&type=1

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Hello All,

In your opinion, How valuable are Certinia Certifications? Could anyone please provide links to learn about Certinia exams preparation and where and how to take Certinia certification exams? Thanks. #FinancialForce#Certinia #Certifications

3 件の回答
  1. Mohit Kumar Agarwal (Dell Technologies) Forum Ambassador
    2024年1月15日 1:33

    Join this group for questions related to Certinia

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Got this error when creating new intercompany definition in financial force

I am new to it and was just doing some configuration i just created a company record and two accounting company and i was trying to create an intercompany definition record in one of the accounting company record.

Appreciate the help in advance

Thanks

#FinancialForce #Salesforce #Sales Cloud

The company selected is not your current company. You must select your current company, or change the current company to match your selection.

2 件の回答
  1. 2023年6月1日 15:15

    Thank you for reaching out with your question regarding the company selection error you encountered while creating a new intercompany definition in Financial Force. I'd be glad to assist you with this issue.

    The error message you received indicates that the company you selected is not your current company. It is essential to ensure that you have selected your current company or make the necessary changes to align with your selection. This error commonly occurs when there is a mismatch between the selected company and your current company in the system configuration.

    To resolve this issue, please follow these steps:

    1. Double-check your system settings and ensure that the current company is accurately configured.
    2. Verify the company selection while creating the intercompany definition and confirm that it matches your current company.
    3. If you are still facing difficulties, I recommend reaching out to the Financial Force support team for further assistance. They have the expertise to troubleshoot specific issues and provide you with a tailored solution.

    I hope these steps help you resolve the company selection error and proceed with your configuration smoothly. If you have any additional questions or require further clarification, please don't hesitate to ask.

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    I hope you find these articles informative and enjoyable. If you have any questions or would like to discuss anything further, feel free to let me know.

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In sales order line item whenever a product status is change to shipped we need to add the product associated with other sales order line item on the same sales order record to the attached opportunity with it. I need to get records from standard price book to opportunity product line but the lookup make on opportunity product line is from the Products can someone please help me how to get these records?

 

#Automation #FinancialForce

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If you’ve been following me you know I’ve been in the Salesforce Community for a while. I began back in 2007 as a Salesforce Administrator and it has certainly been a wild ride over the years, implementing Salesforce, FinancialForce and developing my voice in the Community.

 

I have learned so much, not just about the tool or the technology but about business as well. About how successful businesses find that sweet spot where the platform enables great business processes and empowers users.

 

Being able to help the business build a VISION around their processes with the technology in mind. Having an expert knowledge of how the tools can provide clarity and FOCUS to that vision. Doing it all with a PASSION that is palpable and helps drive results.

 

These are the things that fill my bucket.

 

And those three things: VISION, FOCUS, and PASSION are why I have chosen to join #TeamVFP as a Solution Architect.

 

I am beyond excited to make the move from Salesforce & FinancialForce Customer to Partner and join the amazing team at VFP Consulting.

 

“If you love it, it’s not work!”

 

I think I’m going to love it here!

 

#teamVFP #PSA #professionalservices #QuotetoCash #financialforce #salesforce

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2 件のコメント
  1. 2020年7月7日 17:09
    Yes, I googled it. I still reached out to her. Thank you Tiffany
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I am not a developer but will ask this question here in hopes of gauging the level of difficulty for a project.

 

We use Sales & Service Cloud as well as Financial Force.  We pass Sales Order data from Financial Force into SQL databases using a simple ETL routine with a product from Talend.  That data is then used by a web application (private, behind firewall) we have developed that runs on a MS server and leverages the .net framework.

 

We'd like to put an iframe (unless there is another way) with Sales Order object data on a page in our web app so we can edit the"Order Status" field in FF.  Our hope is to directly edit the FF object data and avoid having to write the the SQL data, then pass it back to platform, etc.

 

Curious on how doable this is, and if someone could direct me to some resources that I could share with our web developer that might help him achieve this.

 

Thanks in advance.

 

Greg

@Phil Ryan @Adam Yock 

1 件のコメント
  1. 2020年6月3日 5:04
    If I understood correctly, you are basically looking for a way to negate having to convert the Sales Order data into SQL database and just have this data be directly linked to the custom web application you've made? A possible tool that may help in this type of integration is Salesforce Connect. This would be the declarative preferred route. If the use of this is insufficient, one can potentially create code that would utilize Salesforce's API and make callouts from the web application to the database whenever a change was made. More information about Salesforce Connect can be found here: https://www.salesforce.com/blog/2015/12/announcing-salesforce-connect.html#:~:text=Salesforce%20Connect%20is%20an%20exciting,or%20cloud%2C%20directly%20from%20Salesforce.&text=APIs%20connect%20the%20apps%20that,and%20services%20from%20any%20device
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@Marshall King and I are excited to host the first @Certinia Dallas User Group! Come join us and help us make our group awesome! If you are a FF user in the NTX area, or if you are FF-curious, register your interest here. getfeedback.com/r/m81jVQ8d

 

#financialforce @Admin Group, Dallas, US @Dallas-Fort Worth Women in Tech 

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Hello Everyone,

 

Currently we send invoices (attached to Sales Invoice object via attachments) to clients using conga’s email button and the amount in the invoices are not cumulative. As a result, if clients already have an overdue invoice and is sent a subsequent invoice, they tend to just pay the latter invoice, resulting in the overdue invoice not being paid.

 

We want to reduce the number of debtors and to reduce the number of Email reminders required from the Finance team to follow up with clients on overdue invoices. Essentially, we should be able to provide our clients a platform where they can view all their invoices (Current + Overdue +Paid).

 

I’d appreciate if you can guide me on how to achieve this without creating salesforce login for them? Can this be achieved using Salesforce communities portal ? Or by storing invoices in storage clouds like box.com and having SF plugin ?

 

Thanks,

Sai

2 件のコメント
  1. 2018年11月12日 23:23

    Hi Martin,

    Thanks for your suggestion.

    I have reached out to my CSM and he is helping me out with exploring options including communities.

    Regards,

    Sai

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In a Production instance, I am unable to set the Read Access on Financial Force SCM objects to Read and therefore the Analytics Cloud Integration User can't see those objects in the Dataflow.  Has anyone else worked around this issue?   It appears that because the SCM objects are a managed package that I can't edit the object permissions in Production.  #FinancialForce

5 件のコメント
  1. 2018年9月17日 18:38
    We got it working. Apparently, there isn't anything to do with the Analytics Integration User profile and read permission. It was that my license (in editing the dataflow) had to have the SCM license assigned as well.
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