MODERN UX - POWERED BY SALESFORCE LIGHTNING

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

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

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

Role-based workspaces

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.

INNOVATION

Role-based workspaces

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.

CUSTOMIZATION

Role-based workspaces

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.