FFA Fundamentals

FFA FUNDAMENTALS is an introductory-level course designed to help you get acquainted with the basic building blocks of the FFA application. Our intent is to ensure you have the knowledge and expertise to effectively navigate and utilize FFA application tools.


•  New Customer Project Implementation Team
•  New End User Business Roles


Solid understanding and knowledge of the Salesforce Platform. (If you are new to Salesforce, here is our recommended Trailmix.)


12.5 hours (This course is divided into five sessions. Each session is 2.5 hours in length and you should plan on attending all five sessions to complete the course.)


Virtual, instructor-led

What you will learn in this course

• The Accounting Interface
• Object Models:  Salesforce vs. FinancialForce
• Creating General Ledger Accounts
• Creating Dimensions
• Creating Tax Rates
• Company Information and Company Selection
• Accounts Receivable
• Mass Email
• As of Aged Analysis
• Accounts Payable
• Payments with Checks
• Cash Management
• General Ledger Processes
• Journals
• Allocation
• Closing Financial Periods
• Demo on FinancialForce XL
• Running Reports

Course Outline

Module 1 Introduction
• Basic Concepts 
• FFA Views
• Teaching tools

Module 4 Cash Management 
• Cash Entries
• Cash Matching 
• Bank Accounts

 Module 7 GL Processes
• Journal Entries
• Allocations
• Closing Financial Periods 

 Module 2 General Concepts 
• Create GLA
• Dimensions
• Set up Tax Rates
• Custom Input Forms
• Document Statuses and List View

Module 5 Accounts Payable 
• Check Vendor Account
• Create and Amend Payable Invoices
• Convert Payable invoice into Credit Note
• Place Invoice on hold
• Run As of Aging

 Module 8 FF XL 
• Features
• Mapping Document Demo
• Budget Update Demo

 Module 3 Accounts Receivable  
• Edit - Validate Account
• Create and Amend Invoices
• Recurring Invoices
• Background Posting Scheduler
• Edit and Issue Sales Credit Note 

• Transmit and Monitor Invoices

 Module 6 Payments 
• Payment Details Template
• Payments Plus
• Vendor Payment 
• Conga Integration with FFA
Electronic Payments
• Cancel a payment 

 Module 9 Reporting
• Reporting in FFA 
• Action Views 

Course Notes

Participants use a “hands-on” process of learning. Each participant will receive a Learning Environment for completing class exercises. Participants need to have a laptop, Internet and phone connection. It’s recommended to have another device to view the course workbook. For optimal performance of the training org, we recommend using Firefox or Chrome browser.