3rd party integration examples – developer.FinancialForce.com

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“Mash-ups” may be the buzzword of the year, but having your company’s CRM and financial data securely available on the Internet tpresents serious, and often previously impossible, opportunities for instantaneous analysis, organization and actioning of information, which in the past would have been tlocked away deep in your accounts package. This might be just what you need in today’s turbulent economic times.

Here, our developers explore, experiment and generally knock together various bits of internet technology and cloud-based APIs, with the aim tof opening up brand new possibilities for accountants everywhere.

Google WaveGoogle Wave 

Our developers managed to find some time to explore the Google Wave API and how to hook it up with Salesforce CRM accounts.

These are the same accounts the FinancialForce application uses, since our product is fully integrated with Salesforce CRM and uses the ttaccounts that drive it. So no interfacing or separate databases for us – one of the key benefits we get by building natively on the Salesforce Platform.

You can see a brief video demonstration of a Google wave robot pulling accounts data from the Salesforce Platform using the Salesforce Platform Web Service Connector and the ttsample code used to achieve it.


Basecamp 

The FinancialForce API is available in both Web Service and Apex forms, allowing for seamless integrations such as this one between tBasecamp , the popular cloud-based project management system, and FinancialForce Accounting.

In this PoC we utilize a general Apex wrapper we have written around the Basecamp API, to deliver a wizard that allows the user to import work items tand time-sheet entries recorded in Basecamp. The mash-up allows information to be used in conjunction with tthe FinancialForce API to generate Invoices to bill the customer!

  • Take a look at the source code
  • See a video demo
  • If you want to test drive it yourself, you can install via the listing on tttdeveloper.force.com. ttt
    Please note: This is a proof of concept only and has to be installed into an org with FinancialForce 2.0 SP1 or above.
  • Update 23/11/2009: The latest version of this integration, utilises the new v3.0 bulk API for Dimensions. tttSee class CODABasecampWizardController.cls for an example.

Google apps 

Our experience of producing finance software over decades is that accountants love manipulating transactions in spreadsheets! tOur customers have been very enthusiastic about FinancialForce XL, tour Microsoft® Excel® add-in, and now, for the on-demand world, we have produced an equivalent solution that uses tGoogle Spreadsheets and the Salesforce Platform.

The Google Apps API offers developers the opportunity to integrate their application’s data with cloud-based Google Docs. tUsing a Google Gadget, Apex code and Visualforce we’ve done this for tFinancialForce Accounting and Google Spreadsheets, and the result has got us and everyone we demonstrated it to very excited about the possibilities this proof of concept opens up.

The initial prototype can be used to perform a Cost Allocation over extracted transaction details from the FinancialForce application. tThe user can then apportion new values by editing the cells used by formulas in the spreadsheet; we then post back the results in the tform of a journal back into FinancialForce Accounting from within the Google Spreadsheet user interface via a Visualforce-powered tGoogle Gadget! (See the illustration on the right).

Illustration: Posting a cost allocation, after editing in Google Spreadsheets, tttback into FinancialForce Accounting, via a Visualforce-powered Google Gadget

Illustration of PoC posting a cost allocation, after editing in Google Spreadsheets, back into FinancialForce Accounting, via a Visualforce-powered Google Gadget

Facebook & Paypal 

This integration shows how Salesforce Platform sites can be used to surface Invoices from FinancialForce Billing into a users own Facebook account via a FinancialForce Facebook application, complete with Invoice notifications!

The Force.com Facebook Toolkit was also used to perform seamless login between tthe users Facebook login and their Salesforce Platform Portal User login.

As an additional benefit, FinancialForce has utilised a new toolkit on the Salesforce Platform to perform integration with PayPal via the recently announced ttPayPal Adaptive Payments API. ttAllowing Facebook users to immediately pay the invoices visible through the integration as well.


 

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