Installations are carried out by the FinancialForce Onboarding team. To install the FinancialForce SRP Integration package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
This release of SRP requires the following FinancialForce packages to be installed:
- FinancialForce Accounting Summer 2022 or newer
- FinancialForce Professional Services Automation Summer 2022 or newer
- FinancialForce ClickLink Spring 2019 or newer
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure FinancialForce SRP.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 | Assign the required permissions to the relevant users. | Permission Sets and Other Technical Documentation |
| 2 | Customize and assign SRP page layouts. | Setting up Page Layouts |
| 3 | Configure the SRP Integration Settings custom setting. | Configuring SRP Integration Settings |
| 4 | [Optional] Enable the synchronization of regions, practices, groups, and projects to dimension 1-4 records. | Setting up the Synchronization of Regions, Practices, Groups, and Projects to Dimension 1-4 Records |
| 5 | [Optional] Review the default mappings and customize field-level mappings. | Object and Field Mappings |
| 6 | Create expense type GLA mappings. | Creating Expense Type GLA Mappings |
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