Using the Help

FinancialForce applications extend the functionality provided by Salesforce. As a result, some of the content of the Salesforce Help & Training Window is relevant to FinancialForce users as well. If you are an experienced Salesforce user, you will find many similarities between the applications.

The FinancialForce Help extends the Salesforce Help by providing information specific to FinancialForce users.

Note:

FinancialForce makes every effort to ensure the accuracy of the information contained within the Help window, but assumes no responsibility or liability for any errors or inaccuracies that may appear. If you do find any errors, please contact Customer Support.

Salesforce Help & Training

You can access the Salesforce Help & Training window by clicking the Help link at the top of any page. Using Lightning ExperienceClick the icon at the top of any page.

Do not use this link to access FinancialForce Help.

FinancialForce Help

Some FinancialForce custom pages have a Help for this Page link, and some have a icon. Depending on which is available, click the link or the icon to open context-sensitive Help for the current page. Using Lightning ExperienceThe Help for this Page link is not supported in Lightning Experience. Switch to Salesforce Classic to open Help for FinancialForce custom pages that have no icon.

Tip:

If you know what you are looking for, why not use the Search feature? See Searching the Help for more information.