FinancialForce

Expensify offers two distinct Salesforce integrations: FinancialForce PSA or FFA. Check out the articles below for more details.

16 articles in this collection
Written by Cortney Ofstad

FinancialForce: Sync Errors

Written by Cortney Ofstad
Updated over a week ago

FinancialForce: General Information

Written by Cortney Ofstad
Updated over a week ago

FinancialForce: Export Errors

Written by Cortney Ofstad
Updated over a week ago

FinancialForce FFA: Configuring Your Connection

Now that you're connected, here's how to get everything set up just the way you want it
Written by Cortney Ofstad
Updated over a week ago

FinancialForce PSA/SRP: Configuring Your Connection

Now that you're connected here's how to get everything set up just the way you want it
Written by Cortney Ofstad
Updated over a week ago

FinancialForce Setup Guide — Configuring Your Connection

Written by Cortney Ofstad
Updated over a week ago

FinancialForce FFA: Advanced Options

Learn more about the advanced options with our FinancialForce FFA connection
Written by Cortney Ofstad
Updated over a week ago

FinancialForce FFA: Coding Options

Configure how you want your FinancialForce FFA data to import into Expensify
Written by Cortney Ofstad
Updated over a week ago

FinancialForce FFA: Export Options

Configure how you want your reports to appear in FinancialForce FFA
Written by Cortney Ofstad
Updated over a week ago

FinancialForce Accounting (FFA) Setup Guide — Connecting Your Policy

Connect your policy to FinancialForce FFA
Written by Cortney Ofstad
Updated over a week ago

FinancialForce PSA/SRP: Advanced Options

Learn more about the advanced options with our FinancialForce PSA/SRP connection
Written by Cortney Ofstad
Updated over a week ago

FinancialForce PSA/SRP: Coding Options

Configure how you want your FinancialForce PSA/SRP data to import into Expensify
Written by Cortney Ofstad
Updated over a week ago

FinancialForce PSA/SRP: Export Options

Configure how you want your reports to export to FinancialForce PSA/SRP
Written by Cortney Ofstad
Updated over a week ago

FinancialForce Setup Guide — PSA/SRP

Connect your policy to FinancialForce PSA
Written by Cortney Ofstad
Updated over a week ago

FinancialForce Setup Guide

Written by Cortney Ofstad
Updated over a week ago

FinancialForce Integration

Welcome to all things FinancialForce — here you will find articles for setting up your integration and troubleshooting errors
Written by Cortney Ofstad
Updated over a week ago