FinancialForce Case Studies

This section provides case studies that show what you can generate with ClickLink when used in conjunction with FinancialForce applications such as FinancialForce Accounting and FinancialForce Professional Services Automation. In each case study a problem and solution using ClickLink is described. Detailed steps of how you achieve that solution are then given.

Warning:

Warning

The examples given in this section assume that FinancialForce Accounting and FinancialForce Professional Services Automation are installed on the same org with valid data. If you do not have valid data, or either product is not correctly configured on your org, ClickLink may not provide the output you require. For information about setting up either product, see the documentation for that product.