Batch vs. Real-time Technologies for Your PSA System
Integration is about connecting systems for data consistency and automation. Tune into this presentation to learn about integration techniques for your PSA system. We will discuss: Real-time integration Batch integration…
Read MorePowerful Admin Trick to Create Dashboards For Your Users In FinancialForce PSA
When you are building reports or creating views on the Salesforce platform, you will see the word “my” in a lot of places. For example, if you make a view…
Read MoreLearn How to Expand the Boundaries of Your FinancialForce PSA System
FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step…
Read MoreLearn the Benefits of Extending the Boundaries of Your PSA System
A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users…
Read MoreImprove PSA System Adoption With Self-Service
What is self-service? Self-service means that you’re providing information to the end user that will help them meet their daily goals and manage their workload, to make them aware of…
Read MoreFinancialForce PSA Auditing Techniques to Keep your Data Clean
In this 30 minute webinar we will discuss auditing techniques for keeping your FinancialForce PSA data clean: Common and recommended data audits Checks and balances
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