SECTIONS
The Foundations & Integrations Task Launcher page provides a central location for links to common admin tabs. To view this tab, you require the FDN Core - Administrator permission set.
| Product | Section | Link |
|---|---|---|
| Foundations | Configuration & Data Management | Import Records with Datastream |
| Manage Custom Metadata | ||
| Manage Custom Settings | ||
| Manage Features | ||
| Manage Permission Sets | ||
| Manage Salesforce Users | ||
| View Apex Jobs | ||
| Currency & Exchange Rates | Manage Currencies | |
| Manage Groups | ||
| Manage Rates | ||
| Manage Scheduled Jobs | ||
| Manage Updates | ||
| View Rate History | ||
| Foundational Objects | Manage Account Extensions | |
| Manage Accounts | ||
| Manage Analysis Items | ||
| Manage Analysis Mappings | ||
| Manage Billing Documents | ||
| Manage Companies | ||
| Manage Company Tax Information | ||
| Manage Credit Terms | ||
| Manage Engagements | ||
| Manage Product Extensions | ||
| Manage Products | ||
| Manage Tax Codes | ||
| Messaging | Manage Data Transformation Tables | |
| Manage Message Types | ||
| Manage Scheduled Jobs | ||
| View Registered Products | ||
| Sequencing | Manage Scheduled Jobs | |
| Manage Sequencing | ||
| Run Sequencing | ||
| User Management | Apply Personas | |
| Compare Permissions | ||
| Create Users | ||
| Manage Personas | ||
| Manage Scheduled Jobs | ||
| Manage User Information | ||
| Manage User Templates | ||
| Review Permission Errors | ||
| Integrations | Tax Calculation Settings | |
| PSA Direct for Jira | PSA Direct for Jira Mappings | |
| PSA Direct for Jira Queue Status | ||
| PSA Direct for Jira Settings | ||
| Order and Inventory Management Direct for Avalara | Integrations | OIM – FinancialForce Connector Administration |
| PSA - Accounting Connector | Integrations | PSA – Accounting Connector Settings |
| SSM – Accounting Connector | Integrations | SSM – Accounting Connector Settings |