What is the FinancialForce PSA app?
The FinancialForce PSA app, built natively on the Salesforce platform, breaks down project resources by region, group, project, and also allows users to schedule those resources.
How do I set up account relationship data sharing in Salesforce?
Then Maria sets up an account relationship data sharing rule to meet Maya’s business needs. From Salesforce Setup, enter account relationship in the Quick Find box, and then select Account Relationship Data Sharing Rule Settings . You may need to refresh your page for the Account Relationship Data Sharing Rule Settings to show up. Click New.
Why switch your teams to project management on Salesforce?
By switching your teams to project management on Salesforce, you can manage all of the resources, finances, people and customers that are involved with your project - all from one place. Interested in learning more about FinancialForce PSA? Learning how to manage projects on Salesforce brings your team together and simplifies project management.
What is FinancialForce doing with Salesforce?
FinancialForce is building apps natively on Salesforce to put the customer at the center of project management, to bring your teams closer together, and in the end, provide the best value to your clients. FinancialForce Professional Services Automation (PSA), ranked #1 on G2, leverages the power of Salesforce CRM and the Salesforce platform.
Click the opportunity. Create the project
Success starts with the handoff from sales. Kick off the project smart, fast, and with a seamless transition.
From the simple to most complex
SERVICE DELIVERY: One size does not fit all. But one platform does — one that supports simple projects through to comprehensive work breakdown structures.
What is Financialforce?
FinancialForce, a project resource management tool natively built on the Salesforce platform, is building applications to put your customers in the middle of project management. Our tools help you manage project resources, help your teams work more collaboratively, and provide the much needed value to your clients.
Can PSA break down resources?
Our app can break down project resources by region or project all while allowing a user to schedule those resources on the Salesforce platform. Get in touch with the best PSA and resource management tools today.
How to share data in Salesforce?
From Salesforce Setup, enter account relationship in the Quick Find box, and then select Account Relationship Data Sharing Rule Settings . You may need to refresh your page for the Account Relationship Data Sharing Rule Settings to show up.
What is account relationship data sharing?
So, what does this new rule do? An account relationship data sharing rule identifies the account relationship type, the type of information that you want to share, and the access level to the records. The account relationship type is perhaps the most important part of this equation: it’s what connects the sharing rule with the account relationship (which we set up in a little bit). Your org comes equipped with several account relationship types in place, but you can add more if your business needs require them.
How to change owner of a generator in Pyramid?
Click the Pyramid Emergency Generators opportunity and click Change Owner from the dropdown.
What happens after you enable account relationships?
After you enable account relationships, you have a whole new object (Account Relationships) available in your org and can set up account relationship data sharing rules.
Why is Maria now needed to add the account relationship related lists to the account page layout?
Why is this necessary? Because once she sets up the account relationship data-sharing rule, any internal user can use the related lists to create business relationships for data access.
Does Maria have a business relationship with Ursa Major?
Maria isn’ t done setting up the business process needs for Ursa Major partners. She realizes that she needs more granular control over what information she’s sharing between partner accounts, and she decides to use Account Relationships to meet her business needs.
Can you change the owner of a pyramid construction account?
To do that, we have to convert the Pyramid Construction account into a partner account and change the owner of the Pyramid Construction opportunity to a partner user on the account.
