FinancialForce smart users can save time and energy choosing from a bunch of templates available on their Professional Service Automation tool. Creating projects becomes super easy when you can quickly pick a template with similar details
How to Create a Project from Template? [FinancialForce PSA Basics] Read More »
The FinancialForce Spring 2022 Release has come with new updates and features that primarily focus on empowering organizations to run a more connected, global, and agile business. The spring 2022 release introduced interesting changes in the PSA, ERP, and Customer Success Cloud and also a great update to the previously launched FinancialForce FP&A solution.
FinancialForce Spring 2022 Release: What You Need to Know Read More »
As you may have read in our previous blogs, data migration is often viewed as a one-time activity but in reality, it’s not. It is not a one-click activity. Therefore, it’s not the best thing for you to do it manually.
Having Manual Migration: FinancialForce Data Migration – Part 7/7 Read More »
Another one of the most common problems on our list is not reviewing workflows. If previous workflows or triggers are still active, you might end up sending unwanted emails to your members. This means, there might be certain triggers in your system that fires emails to your real customers or any other unwanted activity.
Not Reviewing Workflows: How to avoid Data Migration pitfalls [Part 6/7] Read More »
One of the major reasons behind Data migration failure is not running enough tests. It mostly happens when we underestimate the importance of running frequent tests. Even after migrating all the records, the migration could fail if we haven’t run regular tests.
Not Running Tests: FinancialForce Data Migration – Part 5/7 Read More »
