Run faster and smarter -
and look amazing doing it.

Personalized, Simplified, Modern UX

Give your teams the speed, flexibility, and familiarity of the Salesforce Lightning Experience

FinancialForce is committed to delivering the best user experience (UX) while leveraging the latest innovations on the Salesforce platform. Our modern UX will help you drive productivity, optimize operations, and build and deliver apps faster– all while reducing costs.

Role-based workspaces

With easy customization and Einstein analytics built-in, FinancialForce delivers a range of role-specific workspaces, guiding users with alerts and KPI counts to help prioritize and perform daily tasks. It’s a one-stop-shop user experience.

User experience

  • Familiarity
    Aligns to patterns built within Salesforce powering users with consistent processes and interactions.
  • Usability
    Offers an intuitive experience artfully aligned to your unique business best practices.
  • Collaboration
    Empowers users to work together and share information relevant to each others’ roles.


  • Insights
    Provides the metrics needed to make intelligent business decisions in a timely, accurate manner.
  • Efficiency
    Enables users to act with confidence through predictable navigation and consistent information organization.
  • Automation
    Ensures users have intelligent defaults and guided experiences to increase productivity.

User experience

  • Flexibility
    Allow customers and their users to modify pages and components to fit their business needs.
  • Mobility
    Deliver solutions that are available across all mobile devices.