Registering HCM and PSA for Foundations Publications and Subscriptions

You must register FinancialForce HCM and FinancialForce PSA with Foundations whether you are upgrading from a previous version of Foundations or installing for the first time.

Registering HCM with Foundations

To register HCM on your org with Foundations:

  1. Click the HCM System Maintenance tab.
  2. Scroll to the Foundations Settings Management section.
  3. Click Register.

Registering PSA with Foundations

To register PSA on your orgClosedSalesforce organization with Foundations:

  1. Click the PSA Administration tab.
  2. Click Foundations Administration in the Foundations Administration section.
  3. Click Register in the Register Publications and Subscriptions section.
  4. Click OK.

If registration is successful, the message "Register Success" appears at the top of the page.

Checking Whether an Application is Registered

To check whether HCM and PSA are registered with Foundations, click the Foundations Setup tab. If both applications are registered, an HCM and a PSA column is displayed within the Publications and Subscriptions tab.

Custom Fields

Ask your FinancialForce representative to ensure that the custom fields for your integration are available on your Salesforce org.

Changing Page Layouts

Add these fields to your page layouts:

Object

Field
Contact Worker
Assignment Absence Request
Absence Request Assignment
Worker Resource

Enable Publishing and Subscribing for HCM Worker Records

  1. Click the Foundations Setup tab.
  2. Carry out these steps on the Publications and Subscriptions tab for each Message Type for which publishing and subscribing is not enabled:
    1. Click the cell containing "Not Enabled".
    2. Select each Publish or Subscribe checkbox that appears in the upper-right corner.
  3. Click Save.
  4. Click Save.

Loading Default Publications and Subscriptions

Load the default PSA publications and subscriptions:

  1. Click Load All in the Publications or Subscriptions section of the Foundations Administration page depending on whether you are loading publications or subscriptions.
  2. Click OK.

When the publications or subscriptions are loaded, those publications or subscriptions are listed at the top of the page. To check that publications or subscriptions loaded successfully:

  1. Click the Foundations Setup tab.
  2. Click the Update message type of the record for which you want to check publications or subscriptions.
  3. Click the Publication Name or Subscription Name of the publication or subscription in the Publications or Subscriptions related list.
  4. Click Right Arrow Description to expand the Description section.

What's Next?

The next step is to set up the integration between HCM worker records and PSA resources.