In-App Guidance Overview

FinancialForce uses the Salesforce in-app guidance feature to deliver FinancialForce content such as tutorials, learning paths, and walkthroughs directly from our apps. This makes the adoption and use of our products a simpler experience for users.

For more information, see In-App Guidance in Lightning Experience in the Salesforce Help.

FinancialForce In-App Guidance

In-app guidance is available for the following FinancialForce apps:

Accounting
Billing Central
Financial Report Builder
Foundations
Professional Services Automation
Revenue Management
Services CPQ

Tasks

Customizing the Salesforce Help Menu

Managing FinancialForce In-App Guidance

Upgrading to In-App Guidance Winter 2023

Reference

Accounting In-App Guidance

Billing Central In-App Guidance

Financial Report Builder In-App Guidance

Foundations In-App Guidance

PSA In-App Guidance

PSA Workspaces In-App Guidance

Revenue Management In-App Guidance

Services CPQ In-App Guidance