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Using FinancialForce Help

FinancialForce Professional Services Automation (PSA) extends the functionality provided by Salesforce. As a result, much of the content of the Salesforce Help & Training Window is relevant to FinancialForce PSA users as well. If you are an experienced Salesforce user, you will find many similarities between the applications.

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

Note:

Note

FinancialForce.com 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 Contacting Customer Support.

Salesforce Help & Training

You can access the Salesforce Help & Training Window by clicking the Help & Training link at the top of any page.

Do not use this link to access the FinancialForce PSA Help.

FinancialForce PSA Help

You can access the FinancialForce PSA Help in the following ways:

1. Click a Help for this Page link on any FinancialForce PSA custom page or related lists section. This displays a context-sensitive help topic that describes the related page or object.
2. Click the Online Help custom link on the home page sidebar. This displays the Help home page in a new window.
3. Click the About PS Enterprise or About PSA.
4. If the About PSA tab is displayed, click Version 16.6 SP2. If FinancialForce Central displays, click Documentation to view PSA documentation on FinancialForce Communities.

Tip:

Tip

If you know what you are looking for, why not use the Search feature? You can filter the search results. For example, if you are setting up the application and you want to know more about timecard settings, enter the keyword "Timecards" and then apply the System Administrator filter. See Searching the Help for more information.

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