Enabling and Disabling Features

The Feature Console tab displays the features that you can enable for a particular application and release. When a feature is enabled, automatic configuration tasks run for that feature. Some features require you to perform both automatic and manual steps. The Feature Console does not verify that manual tasks have been completed.

Notes:

To use the Feature Console:

  • You must be assigned a license for each package that relates to the features you want to enable or disable, including Foundations.
  • You must be assigned the FDN Feature Console permission set and the Salesforce System Administrator profile.
  • If you do not have My Domain set up in your org, you must register the following URL as a trusted remote site in Remote Site Settings: https://YourInstance.salesforce.com (where YourInstance is your org's Salesforce instance, such as NA9). For more information, see the Salesforce Help.

Some features are not available by default. If the feature that you want to enable is not listed, contact your FinancialForce representative to grant the appropriate feature license.

Some features cannot be disabled after they have been enabled.

Enabling a Feature

To enable a feature using the Feature Console:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by application or status.
    For example, to view all Foundations features that have not been enabled, in the Filters section, select "Foundations" from the Application drop-down list and "Off" from the Status drop-down list.
  3. Click the name of the feature that you want to enable.
  4. Complete the steps in the order they are listed. For each step, complete the appropriate action:
    • Click Perform to complete the step automatically.
    • Click Launch to view or specify additional details and complete the step automatically.
    • Click Mark as Done to indicate that you have manually completed the actions described in the step.
    • Click Skip to indicate that you do not want to perform the step. If you skip a step, you might not be able to use some aspects of the feature.
    If you try to complete several steps at once, Foundations queues the steps and completes them consecutively. To remove all steps that have a status of "Queued" from the queue, click Clear Queue.
  5. When all steps are complete, use the Status slider in the Feature section to enable the feature. The Messages panel displays a summary of the changes.

The Information icon icon next to a feature's status on the Feature Console tab indicates that there are messages available to view. The Error icon icon indicates that an error occurred when trying to enable the feature or perform a feature step. Select the feature to view the associated messages. If an error occurred when attempting to perform a feature step, the error icon is also displayed next to the step that generated the error.

Disabling a Feature

To disable a feature using the Feature Console:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by status and click Apply. For example, to view all features that are currently enabled, select "On" from the Status drop-down list in the Filters section and click Apply.
  3. Click the name of the feature that you want to disable.
  4. Use the Status slider in the Feature section to disable the feature.
  5. For each step, click Revert. For manual steps, you must manually revert the changes.
    We recommend that you revert steps in reverse order. If you try to revert several steps at once, Foundations queues the steps and reverts them consecutively. To remove all steps that have a status of "Queued" from the queue, click Clear Queue. The Messages panel displays a summary of the changes.