Foundations Lightning Components

The following Lightning components are available in FinancialForce Foundations.

Component

Description

FDN & Integrations Task Launcher Configure settings relating to Foundations or integrations. For more information, see Foundations and Integrations Task Launcher Overview.
FDN Analysis Items View and edit analysis item fields using filtered values. For more information, see Analysis Mappings Overview.
FDN Datastream Import and upload data using Foundations Datastream. For more information, see Datastream Overview.
FDN Engagement Timeline

Display the engagement source objects in a timeline view. You can only add this component to a Lightning record page for the Engagement object. For more information, see Customizing the Engagement Lightning Record Page and Using the Engagement Timeline.

FDN Exchange Rates Manage exchange rates in Foundations. We recommend that you manage exchange rates from the Exchange Rates page provided. For more information, see Foundations Currency and Exchange Rates Overview.
FDN Message Type Mappings View and edit messaging mappings. Used on the Foundations Message Type Lightning page. For more information, see Mappings Overview.
FDN Mappings View managed mappings and configure custom mappings. Each component displays details for the selected mappings process. For more information, see Adding Custom Mappings from the FDN Mappings Component.
FDN Manage Queue Status Manage queue messages for PSA Direct for Jira integration. For more information, see PSA Direct for Jira Queue Status.
FF Alert Card Customizable component that enables you to define and display up to three key performance indicators that are relevant to a user's job role. You can set up color coding for the major KPI value so that the alert card changes color if the major KPI value is outside the default range.
FF Count Card Customizable component that displays the number of records in a specified list view.
FF Highlights

Add and configure multiple highlight cards in a single component that you can add to an object's FinancialForce Lightning record page. This gives summary information about the record that is grouped and easy to scan.

For more information, see FinancialForce Highlights Component Overview

FF Highlight Date Card Customizable component that displays the value in a date field on the corresponding object. Color-coded thresholds can be applied to the values contained in the date cards.
FF Highlight Number Card Customizable component that displays the value in a number field on the corresponding object. Color-coded thresholds can be applied to the values contained in the number cards.
FF Highlight Numbers Panel Select up to three number or currency fields on a Lightning record page, these fields are displayed in a set of cards contained in a panel on the page layout. Color-coded thresholds can be applied to the values contained in the cards.
FF Highlight Percentage Card Displays the value contained in a percentage data type field or relevant formula fields on a specified object.
FF Highlight Picklist Card Customizable component that displays the value in a picklist field on the corresponding object. Color-coded thresholds can be applied to the values contained in the picklist cards.
FF KPI Card A KPI card displays a single key performance indicator (KPI) value for an object on a Lightning app page or record page.
FF Navigation

The FF Navigation component provides a tailored navigation experience. By logically grouping links to commonly-used features and pages, you can provide simplified navigation to speed up your end-users’ workflow. You can also add the FF Navigation component to Lightning record pages. For more information, see Setting up Navigation Components.

FF Page Update Tracker Reserved for future use.
FinancialForce Help Access context-sensitive help for FinancialForce functionality.

For more information, see FinancialForce Help Overview.

Product Release Overview Displays a summary of the new features available in product releases. See Working with Product Updates and Versions.
Slack Channel Manager Create a Slack channel and manage channel members. For more information, see Overview of the FinancialForce Slack Integration.