FinancialForce Salesforce Integration: 2 Easy Methods

Last Modified: December 29th, 2022

FinancialForce Salesforce: Featured Image

Salesforce is said to be a top player in CRM and is easy to use and understand which makes it even more popular. It is a cloud-based CRM that provides various tools for maintaining a proper Customer Relationship and make profits from it. Salesforce cloud CRM software and applications are used for Sales, Service, Finance, Marketing, Business Development, Recruiting, HR, Supply Chain Management, and other lines of business that manage external and internal relationships. FinancialForce Salesforce Integration allows for seamless organisation of the data for increasing efficiency of the business.

FinancialForce is based on the top Salesforce platform. FinancialForce automatically gives you and your team a complete, customer-centric view of your business. Align your sales, services, and finance teams around a single customer record.

This article will give two methods to perform FinancialForce Salesforce Integration.

Table of Contents

Introduction to Salesforce

FinancialForce Salesforce: Salesforce logo
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Salesforce is a Cloud-Based Enterprise platform. It provides easy-to-use business applications, that can generate relevant customer experience. Salesforce is a tool that allows staying connected with Customers, Prospects, Partners, Sales, and Market Services globally.  

Salesforce offers SaaS, PaaS, and IaaS tools. It also provides its cloud services for running applications. The data is secure, upgraded, and scaled automatically. Salesforce Cloud is known to be very dependable and offers benefits like Adaptability and Multitenancy over others. It also has a CRM platform. Salesforce CRM is a product that manages a company’s relationship with Prospect Customers.

Salesforce cloud CRM software and applications are used for Sales, Service, Finance, Marketing, Business Development, Recruiting, HR, Supply Chain Management, and other lines of business that manage external and internal relationships. It allows storing Existing Customers and Potential Customer’s information under a single platform, which would allow plotting a chart for Personalized Customer Approach. It also allows to plan and monitor Sales and Marketing Campaigns, and manage services with insightful and valuable data available. It is used by over 150,000 companies for better data management.

Learn more about Salesforce.

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Introduction to FinancialForce

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FinancialForce applications help companies tie all the teams of office together so that all the teams can have real-time access to the data that benefits the business. It is based on the Salesforce platform. The app is built around the customer – allowing users to see sales, financials, and projects all in one customer record. The apps related to the sales, services, finance, and HR apps are organized around the customer, It provides a crisp processes, clear visibility, and the ability to act from anywhere.

FinancialForce offers customer-centric business applications on the leading cloud platform from Salesforce. It allows to accelerate business growth. It is the only modern ERP suite present on the market with the #1 professional services automation (PSA) tools, enabling real-time insights and intelligent decision-making. Learn more about how to see your customers in full color with FinancialForce Salesforce Integration.

FinancialForce Salesforce Integration

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FinancialForce Salesforce Integration allows you to unite systems to streamline your data flows and automate the movement of data across the different applications in your ecosystem. As FinancialForce is built on Salesforce platform, this enables FinancialForce to be extended with other on-platform applications while providing the security and API model to integrate to off-platform systems as well. FinancialForce Salesforce Integration also offers business-specific pre-built connectors. 

1) Using Flow by has delivered a new tool, called Flow which seamlessly integrates FinancialForce Salesforce. It allows you to create new screens containing input and output fields and allows you to guide users through them. It offers the option of doing operations such as insert, update or delete on any custom or standard object.

The Flow Designer employs an easy-to-use drag-and-drop interface and it requires no specific programming knowledge for FinancialForce Salesforce Integration. With this amazing tool, you can create your flow to configure your org and create new Products, Accounts, Opportunities, and FinancialForce objects such as Journals or Projects.

  • Enter the start date, for example, 1st of January 2012, and click Next.
  • Flow uses an inserting step to save the year.
  • Flow gets the year we have just created and creates its periods.
  • Do you want to add more years? Select Yes or No and click Next.
    • If your choice is Yes, then the flow will ask for a new start date.
    • If your choice is No, then, the flow will show you a process complete message.
  • Flow is also good for the bulk creation of objects, For instance, Invoices.
  • Enter the account and invoice date and click Next.
  • Flow uses an inserting step to save the invoice header.
  • Add an invoice line to the invoice header.
  • Flow saves the invoice line.
  • Do you want to add more lines? Select Yes or No and click Next.
    • If Yes, begin adding a new invoice line.
    • If No, go to 6
  • Do you want to add more invoices? Select Yes or No and click Next.
    • If Yes, begin adding a new invoice line.
    • If No, go to point 7
  • Create a new class that posts all the invoices created by this process.

2) Using APIs                   

As all your data is in a single common data platform, you can use generalized integration solutions to integrate with any 3rd party products like FinancialForce Salesforce Integration. FinancialForce provides open, standards-based APIs that developers can use for the FinancialForce Salesforce Integration. Both RESTful and Web services (SOAP-based) APIs are available to support your development goals. The following processes and transactions are supported:

  • Create, read, update, and delete (CRUD) business data
  • Bulk-load a large number of records asynchronously
  • Expose a near real-time stream of data in a secure and scalable way
  • Add social collaboration features to any application, including push notifications and data feeds

FinancialForce Financial Management is a leading accounting software which makes it possible for FinancialForce Salesforce Integration. This allows to integrate financial management with Salesforce. You will be able to improve the potency of your financial department by using a single source of truth for all your financial and customer data. To simplify complex processes that consume your finance department’s time, FinancialForce ensures that you will be able to streamline tasks using clever automation.

Benefits of FinancialForce Salesforce Integration

Because the FinancialForce Accounts shares the same account object as Salesforce CRM, It improves the ability to process which is efficient, accurate, and optimizes cash flow. Invoices are created accurately the first time and posted in real-time where you have complete visibility to your customer’s standings in a single location.

Master customer record

All the teams of company – sales, finance, service delivery, support, and beyond – inputting and having real-time access to all the customer information that matters most by FinancialForce Salesforce Integration. Every conversation, every transaction, every request, and every documented customer interaction can be accessible from one place. Instead of waiting days or even weeks for teams to be in sync, everyone from sellers to accountants can do their work with the same view of critical customer data. Companies like digital media giant FCR media are calling these 360° views “game-changing.”

Superior customer service

With a single record, you see everything that’s happening across the customer journey in real-time. Customer-facing staff can answer any question and provide immediate, high-quality support. At the same time, financial leaders gain a wealth of data with which to develop strategic insight into things like pricing adjustments, contract amendments, service delivery tracking, and more – all of which lead to amazing customer service.

Unparalleled efficiency and accuracy

With a master customer record that is generated from FinancialForce Salesforce Integration, you can generate an invoice straight from a sales opportunity. You only have to manage one customer dataset, so reporting is easy and accurate. And with just one system of record, you’ll also simplify compliance processes and the production of audit trails. By using a master customer record in this way, organizations like Methods have seen a 40% reduction in back-office costs.

Anticipate customer needs

The more you know about your customers, the better you can anticipate what they’ll want from you next. This not only saves your business time, money, and resources, but it’s also a great way to develop new products and services to better serve your customers.


This article talks about FinancialForce and Salesforce. It also gives a guide on FinancialForce Salesforce Integration and its benefits.

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Share your experience of learning about the FinancialForce Salesforce Integration in the comments section below.

Former Research Analyst, Hevo Data

Arsalan is a data science enthusiast with a keen interest towards data analysis and architecture and is interested in writing highly technical content. He has experience writing around 100 articles on various topics related to data industry.

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