Licensable Features

Salesforce

By agreement between FinancialForce and Salesforce, a FinancialForce license allows you to use the following functionality from the Salesforce service:

• Accounts
• Opportunities
• Price Books
• Products

If you wish to use other functions from the Salesforce service then you must check any agreement you have with Salesforce.com allows such access for the FinancialForce users, or you need to purchase such access directly from Salesforce.com. If you are in any doubt, please seek clarification from your FinancialForce representative.

FinancialForce Users

The number of FinancialForce users is limited by your FinancialForce.com agreement.

There are two types of FinancialForce Financial Management user license:

• Financials Full User
• Financials View, Approval and CRM User

A Financials View, Approval and CRM User license gives read-only and approvals access to the FinancialForce applications. Executive users who need to use reports and dashboards will need the Financials Full User license.

To determine the number of permitted users of each license type, please refer to your sales documentation. If you are in any doubt, please seek clarification from your FinancialForce representative.

Integration Rules (IR1)

The number of first generation integration rules (IR1) you can define is governed by your agreement with FinancialForce.com. To determine the number of permitted rules, please refer to your sales documentation. If you are in any doubt, please seek clarification from your FinancialForce representative.